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American Funds Growth Portfolio F2 (GWPEX)

Nasdaq - Nasdaq Delayed price. Currency in USD
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25.31-0.08 (-0.32%)
At close: 08:00PM EDT

Performance overview

Morningstar return ratingN/A1
Year-to-date return12.64%
5-year average return11.73%
Number of years up9
Number of years down2
Best 1-yr total return (27 Jun 2024)30.03%
Worst 1-yr total return (27 Jun 2024)N/A
Best 3-yr total return30.03%
Worst 3-yr total return3.08%

Trailing returns (%) vs. Benchmarks

Time periods longer than one year are annualised.
ReturnGWPEXCategory
YTD9.26%13.38%
1-month3.89%1.16%
3-month2.29%6.75%
1-year27.02%40.77%
3-year3.99%13.59%
5-year12.44%13.52%
10-year9.98%10.48%
Last bull market29.13%21.11%
Last bear market-19.29%-19.34%

Annual total return (%) history

Year
GWPEXCategory
2024
N/AN/A
2023
29.12%N/A
2022
-26.70%N/A
2021
18.85%N/A
2020
25.72%15.41%
2019
27.45%24.78%
2018
-6.35%-9.27%
2017
25.36%18.41%
2016
7.70%8.45%
2015
1.72%-1.74%
2014
6.03%5.50%
2013
30.03%26.84%
2012
N/A15.29%

Past quarterly returns (%)

YearQ1Q2Q3Q4
202410.06%N/AN/AN/A
20239.03%8.13%-3.64%13.66%
2022-10.99%-19.29%-4.12%6.42%
20213.74%7.96%0.23%5.88%
2020-19.09%23.47%8.98%15.48%
201912.92%3.28%-1.29%10.71%
20181.27%3.10%4.01%-13.77%
20177.41%4.47%5.41%5.97%
2016-0.76%1.87%6.12%0.38%
20153.53%2.19%-8.76%5.37%
20141.44%4.39%-1.75%1.92%
20137.76%2.05%8.82%8.66%
20126.51%3.07%N/AN/A

Rank in category (by total return)

YTD11
1-month54
3-month82
1-year1
3-year34
5-year4

Load adjusted returns

1-year27.02%
3-year3.99%
5-year12.44%
10-year9.98%