Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| GWPCX (AMERICAN FUNDS GROWTH PORTFOLIO CLASS C) | 10.37% | 25.92% | 21.16% | 6.71% | 10.65% | NA | NA | … | … |
Data as of 06/04/2026, Common starting date is 05/24/2012
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| GWPCX (AMERICAN FUNDS GROWTH PORTFOLIO CLASS C) | 05/24/2012 | 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 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | 2013 | 2012 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return (%) | -0.07 | 25.92 | 21.16 | 6.71 | 10.65 | NA | NA | … | … | 10.37 | 19.58 | 19.26 | 27.77 | -34.08 | 13.74 | 20.74 | 26.73 | -7.34 | 24.17 | 6.63 | 0.74 | 4.96 | 28.76 | 12.33 |
| Sharpe Ratio | NA | 1.80 | 1.16 | 0.23 | 0.50 | NA | NA | … | … | 1.53 | 0.88 | 1.11 | 1.77 | -1.25 | 0.90 | 0.66 | 2.07 | -0.54 | 3.59 | 0.46 | 0.05 | 0.45 | 2.70 | 1.63 |
| Standard Deviation(%) | NA | 14.23 | 16.03 | 18.93 | 18.47 | NA | NA | … | … | 16.90 | 19.06 | 14.09 | 13.75 | 28.40 | 15.16 | 31.03 | 12.23 | 16.10 | 6.58 | 13.80 | 13.81 | 10.92 | 10.64 | 13.20 |
| Draw Down(%) | NA | 11.88 | 19.49 | 39.29 | 39.29 | NA | NA | … | … | 11.88 | 19.49 | 9.06 | 11.61 | 35.30 | 7.58 | 31.91 | 6.84 | 19.12 | 2.64 | 12.48 | 13.42 | 8.91 | 7.17 | 5.40 |
| Yield(%) | 0.00 | 6.09 | 5.41 | 2.52 | 4.10 | 4.73 | 3.54 | … | … | 0.00 | 6.38 | 6.39 | 1.21 | 0.00 | 0.00 | 0.00 | 6.66 | 4.74 | 3.27 | 3.83 | 4.11 | 2.67 | 0.52 | 0.89 |
Data as of 06/04/2026, Common starting date is 05/24/2012
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| GWPCX (AMERICAN FUNDS GROWTH PORTFOLIO CLASS C) |
-3.26%
Dec 2019 – Dec 2022 |
1.23%
Dec 2017 – Dec 2022 |
5.46%
Oct 2013 – Oct 2023 |
0.00%
NA |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| GWPCX (AMERICAN FUNDS GROWTH PORTFOLIO CLASS C) |
22.21%
May 2023 – May 2026 |
16.45%
Oct 2016 – Oct 2021 |
10.88%
Feb 2016 – Feb 2026 |
0.00%
NA |
Annualized Rolling Returns Comparison Chart