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American Funds Growth Portfolio Class R-4: (MF: RGWEX)
(NASDAQ Mutual Funds) As of May 10, 2024 08:00 PM ET
$24.35 USD
+0.06 (0.25%)
Zacks MF Rank
2-Buy of 5 2
Latest Performance as of Apr 30, 2024
| Total Return %* | Percentile Rank Objective | |
|---|---|---|
| YTD | 5.06 | 50 |
| 3 months | 4.40 | 37 |
| 6 months | 23.19 | 31 |
| 1 Year | 22.94 | 36 |
| 3 Year | 2.48 | 71 |
| 5 Year | 9.89 | 55 |
| 10 Year | 9.60 | 55 |
* Annual for three years and beyond.
| Bull Market (9/02 - 10/07) | NA |
| Bear Market (10/07 - 2/09) | NA |
| Bull Market (2/09 - 3/21) | NA |
Load Adjusted Returns as of Apr 30, 2024
| 1 Year | 29.98 |
| 5 Year | 11.65 |
| 10 Year | 10.04 |
| Since Inception | 12.16 |
Quarterly Return
| 1st Qtr. | 2nd Qtr. | 3rd Qtr. | 4th Qtr. | |
|---|---|---|---|---|
| 2024 | 9.99 | NA | NA | NA |
| 2023 | 8.97 | 8.07 | -3.71 | 13.55 |
| 2022 | -11.04 | -19.33 | -4.20 | 6.37 |
| 2021 | 3.67 | 7.88 | 0.19 | 5.81 |
| 2020 | -19.18 | 23.41 | 8.93 | 15.39 |
| 2019 | 12.92 | 3.18 | -1.35 | 10.68 |
Annual Return
| 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | |
|---|---|---|---|---|---|---|---|---|---|---|---|
| % Total Return | 5.06 | 28.77 | -26.87 | 18.58 | 25.37 | 27.22 | -6.60 | 25.09 | 7.49 | 1.39 | 5.73 |
| % Total Return Rel to Index | -0.98 | 2.52 | -8.66 | -10.09 | 6.97 | -4.26 | -2.20 | 3.29 | -4.44 | 0.01 | -7.91 |
| % Total Return Rel to Peer | 0.22 | 5.77 | -7.17 | -3.47 | 5.45 | -1.19 | 0.26 | 4.41 | -0.32 | 2.99 | -2.47 |
| % Perf Quintile vs Peer* | 0.00 | 2.00 | 4.00 | 4.00 | 2.00 | 4.00 | 3.00 | 2.00 | 3.00 | 2.00 | 5.00 |
| % Dividends | 0.00 | 0.15 | 0.06 | 0.00 | 0.10 | 0.16 | 0.15 | 0.12 | 0.14 | 0.10 | 0.12 |
| % Yield | 0.00 | 0.66 | 0.31 | 0.00 | 0.40 | 0.76 | 0.90 | 0.63 | 0.89 | 0.68 | 0.75 |
| Capital Gains ($) | 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 | 0.34 | 0.34 | 0.35 | 0.36 | 0.36 | 0.36 | 0.36 | 0.38 | 0.37 | 0.37 |
* 1 = Top 20%, 5 = Bottom 20%