Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| FPGGX (American Funds Growth Portfolio Class 529-F-3) | 10.87% | 27.21% | 22.43% | 10.64% | NA | NA | NA | … | … |
Data as of 06/04/2026, Common starting date is 11/02/2020
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| FPGGX (American Funds Growth Portfolio Class 529-F-3) | 11/02/2020 | 06/04/2026 |
| Last 1 Week | 1 Yr | 3 Yr | 5 Yr | 10 Yr | 15 Yr | 20 Yr | Common | Inception | YTD | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return (%) | -0.03 | 27.21 | 22.43 | 10.64 | NA | NA | NA | … | … | 10.87 | 20.81 | 20.48 | 29.09 | -26.73 | 18.89 | 17.03 |
| Sharpe Ratio | NA | 1.90 | 1.24 | 0.45 | NA | NA | NA | … | … | 1.62 | 0.94 | 1.20 | 1.87 | -1.07 | 1.28 | 13.31 |
| Standard Deviation(%) | NA | 14.22 | 16.04 | 18.25 | NA | NA | NA | … | … | 16.88 | 19.09 | 14.08 | 13.76 | 26.33 | 14.77 | 12.23 |
| Draw Down(%) | NA | 11.71 | 19.38 | 33.98 | NA | NA | NA | … | … | 11.71 | 19.38 | 9.01 | 11.35 | 32.08 | 7.48 | 1.24 |
| Yield(%) | 0.00 | 6.52 | 6.20 | 5.14 | 3.59 | 2.39 | 1.80 | … | … | 0.00 | 6.86 | 7.05 | 2.38 | 6.81 | 4.28 | 4.18 |
Data as of 06/04/2026, Common starting date is 11/02/2020
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| FPGGX (American Funds Growth Portfolio Class 529-F-3) |
2.75%
Apr 2021 – Apr 2024 |
8.30%
Mar 2021 – Mar 2026 |
0.00%
NA |
0.00%
NA |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| FPGGX (American Funds Growth Portfolio Class 529-F-3) |
24.68%
Sep 2022 – Sep 2025 |
10.88%
Jan 2021 – Jan 2026 |
0.00%
NA |
0.00%
NA |
Annualized Rolling Returns Comparison Chart