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American Funds Global Growth Portfolio Class R-6: (MF: RGGGX)
(NASDAQ Mutual Funds) As of May 24, 2024 08:00 PM ET
$22.78 USD
+0.17 (0.75%)
Zacks MF Rank
4-Sell of 5 4
Latest Performance as of Apr 30, 2024
| Total Return %* | Percentile Rank Objective | |
|---|---|---|
| YTD | 4.28 | 41 |
| 3 months | 4.08 | 37 |
| 6 months | 20.87 | 28 |
| 1 Year | 18.01 | 26 |
| 3 Year | 0.84 | 62 |
| 5 Year | 8.99 | 33 |
| 10 Year | 8.52 | 29 |
* Annual for three years and beyond.
| Bull Market (9/02 - 10/07) | NA |
| Bear Market (10/07 - 2/09) | NA |
| Bull Market (2/09 - 3/21) | NA |
Load Adjusted Returns as of Apr 30, 2024
| 1 Year | 23.90 |
| 5 Year | 10.57 |
| 10 Year | 8.93 |
| Since Inception | 11.12 |
Quarterly Return
| 1st Qtr. | 2nd Qtr. | 3rd Qtr. | 4th Qtr. | |
|---|---|---|---|---|
| 2024 | 8.43 | NA | NA | NA |
| 2023 | 9.01 | 6.25 | -4.24 | 12.31 |
| 2022 | -11.33 | -18.06 | -5.61 | 8.70 |
| 2021 | 2.23 | 7.50 | -0.77 | 3.98 |
| 2020 | -19.96 | 23.53 | 10.21 | 17.29 |
| 2019 | 13.36 | 3.70 | -1.11 | 10.44 |
Annual Return
| 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | |
|---|---|---|---|---|---|---|---|---|---|---|---|
| % Total Return | 4.28 | 24.55 | -25.46 | 13.40 | 27.80 | 28.40 | -8.69 | 29.06 | 4.08 | 0.77 | 2.64 |
| % Total Return Rel to Index | -0.72 | 0.14 | -6.36 | -4.76 | 13.73 | 3.19 | 1.73 | 8.94 | -1.24 | 3.53 | -0.28 |
| % Total Return Rel to Peer | 1.09 | 5.91 | -5.89 | -2.80 | 11.14 | 3.65 | 1.33 | 6.83 | -1.49 | 3.04 | 0.75 |
| % Perf Quintile vs Peer* | 0.00 | 2.00 | 4.00 | 4.00 | 2.00 | 3.00 | 2.00 | 2.00 | 4.00 | 2.00 | 3.00 |
| % Dividends | 0.00 | 0.26 | 0.20 | 0.18 | 0.12 | 0.21 | 0.22 | 0.16 | 0.18 | 0.17 | 0.17 |
| % Yield | 0.00 | 1.20 | 1.07 | 0.69 | 0.51 | 1.11 | 1.39 | 0.86 | 1.23 | 1.11 | 1.12 |
| Capital Gains ($) | 0.00 | 0.00 | 1.19 | 0.71 | 0.11 | 0.70 | 0.65 | 0.93 | 0.37 | 0.42 | 0.22 |
| Expense Ratio | 0.00 | 0.01 | 0.01 | 0.01 | 0.02 | 0.03 | 0.02 | 0.03 | 0.03 | 0.04 | 0.04 |
* 1 = Top 20%, 5 = Bottom 20%