Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Inception |
|---|---|---|---|---|---|---|---|---|
| GWPEX (AMERICAN FUNDS GROWTH PORTFOLIO CLASS F-2) | 7.95% | 15.21% | 14.38% | 9.38% | 9.02% | NA | NA | 11.24% |
Data as of 06/25/2025, AR inception is 05/24/2012
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| GWPEX (AMERICAN FUNDS GROWTH PORTFOLIO CLASS F-2) | 05/24/2012 | 06/25/2025 |
| Last 1 Week | 1 Yr | 3 Yr | 5 Yr | 10 Yr | 15 Yr | 20 Yr | Inception | YTD | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | 2013 | 2012 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return (%) | 2.11 | 15.21 | 14.38 | 9.38 | 9.02 | NA | NA | 11.24 | 7.95 | 13.71 | 27.96 | -33.18 | 14.99 | 22.06 | 27.79 | -6.35 | 25.35 | 7.70 | 1.72 | 6.03 | 30.03 | 13.04 |
| Sharpe Ratio | NA | 0.45 | 0.65 | 0.35 | 0.40 | NA | NA | 0.58 | 0.35 | 0.46 | 1.74 | -1.23 | 0.99 | 0.70 | 2.15 | -0.48 | 3.77 | 0.55 | 0.12 | 0.55 | 2.83 | 1.74 |
| Standard Deviation(%) | NA | 20.13 | 18.93 | 19.30 | 18.54 | NA | NA | 17.11 | 24.72 | 15.57 | 13.75 | 28.25 | 15.15 | 30.97 | 12.26 | 16.10 | 6.58 | 13.71 | 13.76 | 10.90 | 10.59 | 13.14 |
| Draw Down(%) | NA | 19.37 | 19.72 | 38.33 | 38.33 | NA | NA | 38.33 | 19.37 | 9.75 | 11.32 | 34.43 | 7.51 | 31.84 | 6.76 | 18.66 | 2.59 | 12.38 | 13.16 | 8.60 | 7.12 | 5.29 |
| Yield(%) | 0.00 | 6.09 | 3.13 | 2.18 | 3.93 | 4.68 | 3.51 | 5.40 | 0.00 | 6.96 | 1.17 | 0.41 | 0.29 | 0.78 | 7.53 | 5.62 | 4.30 | 4.75 | 4.86 | 3.43 | 1.17 | 1.19 |
Data as of 06/25/2025, AR inception is 05/24/2012
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| GWPEX (AMERICAN FUNDS GROWTH PORTFOLIO CLASS F-2) |
-2.12%
Dec 2019 - Dec 2022 |
2.34%
Dec 2017 - Dec 2022 |
6.56%
Oct 2013 - Oct 2023 |
0.00%
NA |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| GWPEX (AMERICAN FUNDS GROWTH PORTFOLIO CLASS F-2) |
21.50%
Dec 2018 - Dec 2021 |
17.61%
Oct 2016 - Oct 2021 |
10.44%
Jul 2012 - Jul 2022 |
0.00%
NA |
Annualized Rolling Returns Comparison Chart