Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| GWPEX (AMERICAN FUNDS GROWTH PORTFOLIO CLASS F-2) | 10.84% | 27.18% | 22.38% | 7.88% | 11.81% | NA | NA | … | … |
Data as of 06/04/2026, Common starting date is 05/24/2012
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| GWPEX (AMERICAN FUNDS GROWTH PORTFOLIO CLASS F-2) | 05/24/2012 | 06/04/2026 |
| 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 (%) | -0.03 | 27.18 | 22.38 | 7.88 | 11.81 | NA | NA | … | … | 10.84 | 20.76 | 20.41 | 29.12 | -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 | 1.90 | 1.24 | 0.29 | 0.56 | NA | NA | … | … | 1.61 | 0.94 | 1.19 | 1.87 | -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 | 14.21 | 16.03 | 18.88 | 18.44 | NA | NA | … | … | 16.89 | 19.09 | 14.06 | 13.74 | 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 | 11.74 | 19.37 | 38.33 | 38.33 | NA | NA | … | … | 11.74 | 19.37 | 8.98 | 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 | 6.43 | 6.11 | 3.04 | 5.04 | 5.95 | 4.46 | … | … | 0.00 | 6.77 | 6.96 | 2.33 | 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 06/04/2026, 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 |
|---|---|---|---|---|
| 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) |
23.43%
May 2023 – May 2026 |
17.61%
Oct 2016 – Oct 2021 |
12.03%
Feb 2016 – Feb 2026 |
0.00%
NA |
Annualized Rolling Returns Comparison Chart