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American Funds Growth Portfolio Class R-6: (MF: RGWGX)
(NASDAQ Mutual Funds) As of May 24, 2024 08:00 PM ET
$24.98 USD
+0.20 (0.81%)
Zacks MF Rank
2-Buy of 5 2
Latest Performance as of Apr 30, 2024
| Total Return %* | Percentile Rank Objective | |
|---|---|---|
| YTD | 5.19 | 48 |
| 3 months | 4.45 | 36 |
| 6 months | 23.38 | 30 |
| 1 Year | 23.38 | 34 |
| 3 Year | 2.83 | 68 |
| 5 Year | 10.25 | 50 |
| 10 Year | 9.97 | 51 |
* Annual for three years and beyond.
| Bull Market (9/02 - 10/07) | NA |
| Bear Market (10/07 - 2/09) | NA |
| Bull Market (2/09 - 3/21) | NA |
Load Adjusted Returns as of Apr 30, 2024
| 1 Year | 30.38 |
| 5 Year | 12.02 |
| 10 Year | 10.41 |
| Since Inception | 12.52 |
Quarterly Return
| 1st Qtr. | 2nd Qtr. | 3rd Qtr. | 4th Qtr. | |
|---|---|---|---|---|
| 2024 | 10.07 | NA | NA | NA |
| 2023 | 9.06 | 8.15 | -3.62 | 13.63 |
| 2022 | -10.95 | -19.27 | -4.11 | 6.47 |
| 2021 | 3.73 | 7.98 | 0.30 | 5.87 |
| 2020 | -19.14 | 23.55 | 9.01 | 15.52 |
| 2019 | 12.96 | 3.27 | -1.23 | 10.77 |
Annual Return
| 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | |
|---|---|---|---|---|---|---|---|---|---|---|---|
| % Total Return | 5.19 | 29.17 | -26.61 | 18.95 | 25.80 | 27.63 | -6.22 | 25.52 | 7.84 | 1.76 | 6.08 |
| % Total Return Rel to Index | -0.85 | 2.92 | -8.41 | -9.73 | 7.40 | -3.86 | -1.82 | 3.72 | -4.09 | 0.37 | -7.56 |
| % Total Return Rel to Peer | 0.35 | 6.17 | -6.91 | -3.10 | 5.88 | -0.79 | 0.64 | 4.84 | 0.02 | 3.36 | -2.12 |
| % Perf Quintile vs Peer* | 0.00 | 2.00 | 4.00 | 4.00 | 2.00 | 4.00 | 3.00 | 2.00 | 3.00 | 2.00 | 5.00 |
| % Dividends | 0.00 | 0.22 | 0.13 | 0.09 | 0.17 | 0.22 | 0.22 | 0.17 | 0.19 | 0.14 | 0.15 |
| % Yield | 0.00 | 0.93 | 0.65 | 0.31 | 0.66 | 1.06 | 1.24 | 0.90 | 1.17 | 0.90 | 0.95 |
| Capital Gains ($) | 0.00 | 0.20 | 1.69 | 0.90 | 0.68 | 0.94 | 0.83 | 0.49 | 0.50 | 0.59 | 0.35 |
| Expense Ratio | 0.00 | 0.01 | 0.01 | 0.01 | 0.02 | 0.02 | 0.02 | 0.02 | 0.03 | 0.03 | 0.03 |
* 1 = Top 20%, 5 = Bottom 20%