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American Funds Growth Portfolio Class A: (MF: GWPAX)
(NASDAQ Mutual Funds) As of Jun 6, 2025 08:00 PM ET
$26.87 USD
+0.20 (0.75%)
Zacks MF Rank
1-Strong Buy of 5 1
Latest Performance as of Apr 30, 2025
| Total Return %* | Percentile Rank Objective | |
|---|---|---|
| YTD | -3.70 | 27 |
| 3 months | -7.66 | 29 |
| 6 months | -1.21 | 24 |
| 1 Year | 10.15 | 32 |
| 3 Year | 11.04 | 36 |
| 5 Year | 12.24 | 64 |
| 10 Year | 9.54 | 50 |
* Annual for three years and beyond.
| Bull Market (9/02 - 10/07) | NA |
| Bear Market (10/07 - 2/09) | NA |
| Bull Market (2/09 - 3/21) | NA |
Load Adjusted Returns as of Apr 30, 2025
| 1 Year | -1.96 |
| 5 Year | 13.30 |
| 10 Year | 8.98 |
| Since Inception | 10.99 |
Quarterly Return
| 1st Qtr. | 2nd Qtr. | 3rd Qtr. | 4th Qtr. | |
|---|---|---|---|---|
| 2025 | -5.11 | NA | NA | NA |
| 2024 | 10.02 | 2.31 | 5.52 | 1.19 |
| 2023 | 8.96 | 8.06 | -3.70 | 13.52 |
| 2022 | -11.03 | -19.34 | -4.20 | 6.35 |
| 2021 | 3.71 | 7.87 | 0.19 | 5.79 |
| 2020 | -19.20 | 23.38 | 8.97 | 15.37 |
Annual Return
| 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | |
|---|---|---|---|---|---|---|---|---|---|---|---|
| % Total Return | -3.70 | 20.22 | 28.72 | -26.89 | 18.59 | 25.33 | 27.16 | -6.59 | 25.14 | 7.51 | 1.44 |
| % Total Return Rel to Index | 1.21 | -4.80 | 2.47 | -8.68 | -10.09 | 6.92 | -4.32 | -2.20 | 3.35 | -4.41 | 0.05 |
| % Total Return Rel to Peer | 1.77 | 0.82 | 5.72 | -7.19 | -3.46 | 5.41 | -1.26 | 0.26 | 4.46 | -0.30 | 3.04 |
| % Perf Quintile vs Peer* | 0.00 | 0.00 | 2.00 | 4.00 | 4.00 | 2.00 | 4.00 | 3.00 | 2.00 | 3.00 | 2.00 |
| % Dividends | 0.00 | 0.11 | 0.15 | 0.06 | 0.01 | 0.10 | 0.16 | 0.15 | 0.12 | 0.15 | 0.10 |
| % Yield | 0.00 | 0.42 | 0.47 | 0.30 | 0.02 | 0.40 | 0.75 | 0.89 | 0.64 | 0.92 | 0.66 |
| Capital Gains ($) | 0.00 | 1.36 | 0.20 | 1.69 | 0.90 | 0.68 | 0.94 | 0.83 | 0.49 | 0.50 | 0.59 |
| Expense Ratio | 0.00 | 0.35 | 0.37 | 0.36 | 0.36 | 0.38 | 0.40 | 0.36 | 0.33 | 0.32 | 0.32 |
* 1 = Top 20%, 5 = Bottom 20%