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American Funds Growth Portfolio R5 (RGWFX)

Nasdaq - Nasdaq Delayed price. Currency in USD
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25.46-0.06 (-0.24%)
At close: 08:00PM EDT

Performance overview

Morningstar return ratingN/A1
Year-to-date return12.65%
5-year average return11.76%
Number of years up9
Number of years down2
Best 1-yr total return (20 Jun 2024)30.16%
Worst 1-yr total return (20 Jun 2024)N/A
Best 3-yr total return30.16%
Worst 3-yr total return3.12%

Trailing returns (%) vs. Benchmarks

Time periods longer than one year are annualised.
ReturnRGWFXCategory
YTD9.34%13.38%
1-month3.95%1.16%
3-month2.32%6.75%
1-year27.11%40.77%
3-year4.06%13.59%
5-year12.50%13.52%
10-year10.05%10.48%
Last bull market29.16%21.11%
Last bear market-19.27%-19.34%

Annual total return (%) history

Year
RGWFXCategory
2024
N/AN/A
2023
29.17%N/A
2022
-26.69%N/A
2021
18.94%N/A
2020
25.74%15.41%
2019
27.58%24.78%
2018
-6.29%-9.27%
2017
25.45%18.41%
2016
7.73%8.45%
2015
1.76%-1.74%
2014
6.05%5.50%
2013
30.16%26.84%
2012
N/A15.29%

Past quarterly returns (%)

YearQ1Q2Q3Q4
202410.09%N/AN/AN/A
20239.09%8.13%-3.62%13.62%
2022-11.00%-19.27%-4.10%6.40%
20213.77%7.92%0.31%5.89%
2020-19.15%23.49%9.04%15.50%
201912.93%3.26%-1.29%10.83%
20181.32%3.09%4.00%-13.73%
20177.45%4.46%5.45%5.99%
2016-0.69%1.86%6.10%0.37%
20153.52%2.18%-8.73%5.40%
20141.44%4.32%-1.75%2.01%
20137.76%2.05%8.90%8.69%
20126.51%3.07%N/AN/A

Rank in category (by total return)

YTD9
1-month47
3-month82
1-year1
3-year31
5-year4

Load adjusted returns

1-year27.11%
3-year4.06%
5-year12.50%
10-year10.05%