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American Funds Growth Portfolio Class F-2: (MF: GWPEX)
(NASDAQ Mutual Funds) As of May 2, 2025 08:00 PM ET
$25.29 USD
+0.52 (2.10%)
Zacks MF Rank
1-Strong Buy of 5 1
Latest Performance as of Mar 31, 2025
| Total Return %* | Percentile Rank Objective | |
|---|---|---|
| YTD | -5.04 | 49 |
| 3 months | -5.04 | 49 |
| 6 months | -3.84 | 55 |
| 1 Year | 3.93 | 46 |
| 3 Year | 6.74 | 44 |
| 5 Year | 14.86 | 68 |
| 10 Year | 9.86 | 48 |
* Annual for three years and beyond.
| Bull Market (9/02 - 10/07) | NA |
| Bear Market (10/07 - 2/09) | NA |
| Bull Market (2/09 - 3/21) | NA |
Load Adjusted Returns as of Mar 31, 2025
| 1 Year | 3.93 |
| 5 Year | 14.85 |
| 10 Year | 9.86 |
| Since Inception | 11.74 |
Quarterly Return
| 1st Qtr. | 2nd Qtr. | 3rd Qtr. | 4th Qtr. | |
|---|---|---|---|---|
| 2025 | -5.04 | NA | NA | NA |
| 2024 | 10.05 | 2.34 | 5.61 | 1.27 |
| 2023 | 9.02 | 8.12 | -3.63 | 13.63 |
| 2022 | -10.98 | -19.29 | -4.12 | 6.42 |
| 2021 | 3.74 | 7.96 | 0.23 | 5.87 |
| 2020 | -19.09 | 23.46 | 8.98 | 15.47 |
Annual Return
| 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | |
|---|---|---|---|---|---|---|---|---|---|---|---|
| % Total Return | -5.04 | 20.47 | 29.09 | -26.69 | 18.85 | 25.72 | 27.43 | -6.32 | 25.38 | 7.69 | 1.68 |
| % Total Return Rel to Index | -0.78 | -4.55 | 2.84 | -8.49 | -9.82 | 7.31 | -4.05 | -1.92 | 3.59 | -4.24 | 0.29 |
| % Total Return Rel to Peer | -0.02 | 1.07 | 6.09 | -6.99 | -3.20 | 5.80 | -0.98 | 0.54 | 4.70 | -0.12 | 3.28 |
| % Perf Quintile vs Peer* | 0.00 | 0.00 | 2.00 | 4.00 | 4.00 | 2.00 | 4.00 | 3.00 | 2.00 | 3.00 | 2.00 |
| % Dividends | 0.00 | 0.18 | 0.20 | 0.11 | 0.06 | 0.15 | 0.20 | 0.20 | 0.16 | 0.17 | 0.13 |
| % Yield | 0.00 | 0.64 | 0.72 | 0.54 | 0.23 | 0.59 | 0.98 | 1.15 | 0.82 | 1.09 | 0.83 |
| Capital Gains ($) | 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 | 0.10 | 0.11 | 0.12 | 0.11 | 0.12 | 0.12 | 0.12 | 0.13 | 0.13 | 0.13 |
* 1 = Top 20%, 5 = Bottom 20%