Nasdaq - Delayed Quote USD

American Funds Growth Portfolio C (GWPCX)

25.90 -0.21 (-0.80%)
At close: 8:05 AM EST

Performance Overview

Morningstar Return Rating --
YTD Return 20.75%
5y Average Return 11.73%
Number of Years Up 9
Number of Years Down 2
Best 1Y Total Return (Nov 6, 2024) 28.76%
Worst 1Y Total Return (Nov 6, 2024) --
Best 3Y Total Return 28.76%
Worst 3Y Total Return 2.06%

Trailing Returns (%) Vs. Benchmarks

Monthly Total Returns
GWPCX
Category
YTD
16.43%
13.38%
1-Month
-1.42%
1.16%
3-Month
2.83%
6.75%
1-Year
36.34%
40.77%
3-Year
2.25%
13.59%
5-Year
11.21%
13.52%
10-Year
9.49%
10.48%
Last Bull Market
28.57%
21.11%
Last Bear Market
-19.46%
-19.34%

Annual Total Return (%) History

Year
GWPCX
Category
2024
--
--
2023
27.76%
--
2022
-27.43%
--
2021
17.69%
--
2020
24.45%
15.41%
2019
26.23%
24.78%
2018
-7.34%
-9.27%
2017
24.18%
18.41%

2016
6.63%
8.45%
2015
0.74%
-1.74%
2014
4.96%
5.50%
2013
28.76%
26.84%
2012
--
15.29%

Past Quarterly Returns

YearQ1Q2Q3Q4
2024 9.80% 2.16% 5.30% --
2023 8.75% 7.83% -3.86% 13.32%
2022 -11.23% -19.46% -4.39% 6.16%
2021 3.48% 7.66% 0.04% 5.60%
2020 -19.31% 23.14% 8.73% 15.20%
2019 12.71% 2.95% -1.54% 10.50%
2018 1.01% 2.83% 3.73% -14.00%
2017 7.12% 4.24% 5.16% 5.75%
2016 -0.98% 1.62% 5.82% 0.13%
2015 3.30% 1.89% -8.97% 5.14%

2014 1.17% 4.16% -2.03% 1.66%
2013 7.52% 1.73% 8.58% 8.42%
2012 6.14% 2.90% -- --

Rank in Category (By Total Return)

YTD 6
1-Month 21
3-Month 8
1-Year 4
3-Year 76
5-Year 10

Load Adjusted Returns

1-Year 35.34%
3-Year 2.25%
5-Year 11.21%
10-Year 9.49%

Performance & Risk

YTD Return 20.75%
5y Average Return 11.73%
Rank in Category (ytd) 6
% Rank in Category (ytd) --
Beta (5Y Monthly) 1.38
Morningstar Risk Rating

Fund Overview

Category Allocation--85%+ Equity
Fund Family American Funds
Net Assets 19.78B
YTD Return 16.43%
Yield 0.01%
Morningstar Rating
Inception Date Jan 27, 2017

Fund Summary

The fund invests in a mix of American Funds in different combinations and weightings. The underlying American Funds will primarily consist of growth funds. Through its investments in the underlying funds, the fund will have significant exposure to growth-oriented common stocks. It will typically have significant exposure to issuers domiciled outside the United States. The fund may also have exposure to smaller capitalization issuers and issuers domiciled in emerging markets.

Related Tickers