American Funds Global Growth Portfolio Class 529-e: (MF: CGGEX)
(NASDAQ Mutual Funds) As of Jul 14, 2025 08:00 PM ET
$25.07 USD
+0.03 (0.12%)
Latest Performance as of Jun 30, 2025
Total Return %* | Percentile Rank Objective | |
---|---|---|
YTD | 11.61 | 38 |
3 months | 15.06 | 15 |
6 months | 11.61 | 38 |
1 Year | 16.17 | 37 |
3 Year | 17.41 | 30 |
5 Year | 11.24 | 52 |
10 Year | 9.46 | 36 |
* Annual for three years and beyond.
Bull Market (9/02 - 10/07) | NA |
Bear Market (10/07 - 2/09) | NA |
Bull Market (2/09 - 3/21) | NA |
Load Adjusted Returns as of Jun 30, 2025
1 Year | 16.17 |
5 Year | 11.24 |
10 Year | 9.46 |
Since Inception | 10.80 |
Quarterly Return
1st Qtr. | 2nd Qtr. | 3rd Qtr. | 4th Qtr. | |
---|---|---|---|---|
2025 | -2.99 | 15.06 | NA | NA |
2024 | 8.26 | 1.68 | 5.58 | -1.42 |
2023 | 8.82 | 6.05 | -4.40 | 12.14 |
2022 | -11.43 | -18.16 | -5.84 | 8.62 |
2021 | 2.08 | 7.34 | -0.91 | 3.78 |
2020 | -20.06 | 23.31 | 10.00 | 17.13 |
Annual Return
2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | |
---|---|---|---|---|---|---|---|---|---|---|---|
% Total Return | 11.61 | 14.58 | 23.73 | -25.86 | 12.68 | 27.00 | 27.65 | -9.28 | 28.27 | 3.44 | 0.08 |
% Total Return Rel to Index | 1.86 | -4.64 | -0.68 | -6.77 | -5.47 | 12.93 | 2.44 | 1.14 | 8.15 | -1.88 | 2.84 |
% Total Return Rel to Peer | 1.02 | 2.20 | 5.09 | -6.30 | -3.51 | 10.34 | 2.90 | 0.74 | 6.04 | -2.13 | 2.36 |
% Perf Quintile vs Peer* | 0.00 | 0.00 | 2.00 | 4.00 | 4.00 | 2.00 | 3.00 | 3.00 | 2.00 | 4.00 | 3.00 |
% Dividends | 0.00 | 0.09 | 0.14 | 0.08 | 0.04 | 0.01 | 0.11 | 0.12 | 0.07 | 0.10 | 0.09 |
% Yield | 0.00 | 0.38 | 0.42 | 0.47 | 0.17 | 0.06 | 0.61 | 0.80 | 0.41 | 0.68 | 0.60 |
Capital Gains ($) | 0.00 | 0.82 | 0.00 | 1.19 | 0.71 | 0.11 | 0.70 | 0.65 | 0.93 | 0.37 | 0.42 |
Expense Ratio | 0.63 | 0.63 | 0.64 | 0.63 | 0.62 | 0.63 | 0.65 | 0.64 | 0.64 | 0.67 | 0.68 |
* 1 = Top 20%, 5 = Bottom 20%