Back to top
American Funds Growth Portfolio Class R-2: (MF: RGWBX)
(NASDAQ Mutual Funds) As of May 10, 2024 08:00 PM ET
$23.42 USD
+0.06 (0.26%)
Zacks MF Rank
2-Buy of 5 2
Latest Performance as of Apr 30, 2024
| Total Return %* | Percentile Rank Objective | |
|---|---|---|
| YTD | 4.83 | 53 |
| 3 months | 4.20 | 42 |
| 6 months | 22.72 | 36 |
| 1 Year | 22.06 | 41 |
| 3 Year | 1.73 | 74 |
| 5 Year | 9.08 | 65 |
| 10 Year | 8.77 | 66 |
* Annual for three years and beyond.
| Bull Market (9/02 - 10/07) | NA |
| Bear Market (10/07 - 2/09) | NA |
| Bull Market (2/09 - 3/21) | NA |
Load Adjusted Returns as of Apr 30, 2024
| 1 Year | 29.02 |
| 5 Year | 10.82 |
| 10 Year | 9.21 |
| Since Inception | 11.33 |
Quarterly Return
| 1st Qtr. | 2nd Qtr. | 3rd Qtr. | 4th Qtr. | |
|---|---|---|---|---|
| 2024 | 9.80 | NA | NA | NA |
| 2023 | 8.76 | 7.89 | -3.90 | 13.33 |
| 2022 | -11.20 | -19.46 | -4.39 | 6.16 |
| 2021 | 3.52 | 7.66 | 0.00 | 5.60 |
| 2020 | -19.32 | 23.23 | 8.73 | 15.16 |
| 2019 | 12.71 | 3.00 | -1.54 | 10.43 |
Annual Return
| 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | |
|---|---|---|---|---|---|---|---|---|---|---|---|
| % Total Return | 4.83 | 27.79 | -27.41 | 17.71 | 24.48 | 26.24 | -7.28 | 24.20 | 6.68 | 0.60 | 4.88 |
| % Total Return Rel to Index | -1.21 | 1.54 | -9.20 | -10.97 | 6.07 | -5.24 | -2.89 | 2.40 | -5.25 | -0.78 | -8.75 |
| % Total Return Rel to Peer | 0.00 | 4.79 | -7.71 | -4.34 | 4.56 | -2.18 | -0.42 | 3.52 | -1.13 | 2.20 | -3.31 |
| % Perf Quintile vs Peer* | 0.00 | 2.00 | 4.00 | 4.00 | 2.00 | 4.00 | 4.00 | 2.00 | 4.00 | 3.00 | 5.00 |
| % Dividends | 0.00 | 0.01 | 0.00 | 0.00 | 0.00 | 0.04 | 0.03 | 0.01 | 0.04 | 0.01 | 0.02 |
| % Yield | 0.00 | 0.08 | 0.00 | 0.00 | 0.00 | 0.19 | 0.19 | 0.05 | 0.30 | 0.05 | 0.14 |
| Capital Gains ($) | 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 | 1.09 | 1.10 | 1.09 | 1.10 | 1.10 | 1.10 | 1.10 | 1.14 | 1.14 | 1.19 |
* 1 = Top 20%, 5 = Bottom 20%