Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| GWPDX (AMERICAN FUNDS GROWTH PORTFOLIO CLASS F-3) | 10.88% | 27.28% | 22.48% | 10.70% | NA | NA | NA | … | … |
Data as of 06/04/2026, Common starting date is 01/30/2017
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| GWPDX (AMERICAN FUNDS GROWTH PORTFOLIO CLASS F-3) | 01/30/2017 | 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 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return (%) | -0.06 | 27.28 | 22.48 | 10.70 | NA | NA | NA | … | … | 10.88 | 22.10 | 20.53 | 29.20 | -26.69 | 18.97 | 25.85 | 27.67 | -6.33 | 21.15 |
| Sharpe Ratio | NA | 1.90 | 1.24 | 0.45 | NA | NA | NA | … | … | 1.62 | 1.02 | 1.20 | 1.88 | -1.07 | 1.28 | 0.83 | 2.14 | -0.48 | 3.38 |
| Standard Deviation(%) | NA | 14.25 | 16.04 | 18.25 | NA | NA | NA | … | … | 16.94 | 19.17 | 14.08 | 13.74 | 26.36 | 14.77 | 30.85 | 12.22 | 16.11 | 6.66 |
| Draw Down(%) | NA | 11.71 | 19.35 | 33.93 | NA | NA | NA | … | … | 11.71 | 19.35 | 8.97 | 11.34 | 32.05 | 7.48 | 31.82 | 6.72 | 18.65 | 2.59 |
| Yield(%) | 0.00 | 6.54 | 6.23 | 5.17 | 6.66 | 4.44 | 3.33 | … | … | 0.00 | 6.89 | 7.07 | 2.44 | 6.84 | 4.32 | 4.46 | 7.37 | 5.72 | 4.29 |
Data as of 06/04/2026, Common starting date is 01/30/2017
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| GWPDX (AMERICAN FUNDS GROWTH PORTFOLIO CLASS F-3) |
2.80%
Apr 2021 – Apr 2024 |
5.54%
Sep 2017 – Sep 2022 |
0.00%
NA |
0.00%
NA |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| GWPDX (AMERICAN FUNDS GROWTH PORTFOLIO CLASS F-3) |
24.73%
Sep 2022 – Sep 2025 |
14.95%
Mar 2020 – Mar 2025 |
0.00%
NA |
0.00%
NA |
Annualized Rolling Returns Comparison Chart