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American Funds Growth Portfolio 529E (CGPEX)

Nasdaq - Nasdaq Delayed price. Currency in USD
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25.09+0.17 (+0.68%)
At close: 08:00PM EDT

Performance overview

Morningstar return ratingN/A1
Year-to-date return13.79%
5-year average return11.11%
Number of years up9
Number of years down2
Best 1-yr total return (2 Jul 2024)29.37%
Worst 1-yr total return (2 Jul 2024)N/A
Best 3-yr total return29.37%
Worst 3-yr total return2.54%

Trailing returns (%) vs. Benchmarks

Time periods longer than one year are annualised.
ReturnCGPEXCategory
YTD12.43%13.38%
1-month3.08%1.16%
3-month2.27%6.75%
1-year22.74%40.77%
3-year3.69%13.59%
5-year11.18%13.52%
10-year9.53%10.48%
Last bull market28.82%21.11%
Last bear market-19.33%-19.34%

Annual total return (%) history

Year
CGPEXCategory
2024
N/AN/A
2023
28.43%N/A
2022
-27.08%N/A
2021
18.29%N/A
2020
25.01%15.41%
2019
26.86%24.78%
2018
-6.86%-9.27%
2017
24.77%18.41%
2016
7.18%8.45%
2015
1.08%-1.74%
2014
5.49%5.50%
2013
29.37%26.84%
2012
N/A15.29%

Past quarterly returns (%)

YearQ1Q2Q3Q4
20249.93%2.27%N/AN/A
20238.90%8.02%-3.76%13.44%
2022-11.12%-19.33%-4.30%6.28%
20213.62%7.82%0.12%5.75%
2020-19.25%23.32%8.85%15.34%
201912.80%3.09%-1.42%10.66%
20181.11%2.97%3.85%-13.86%
20177.27%4.33%5.29%5.88%
2016-0.83%1.75%5.98%0.23%
20153.35%2.08%-8.90%5.17%
20141.31%4.21%-1.89%1.85%
20137.69%1.81%8.71%8.55%
20126.23%2.97%N/AN/A

Rank in category (by total return)

YTD4
1-month7
3-month15
1-year2
3-year41
5-year9

Load adjusted returns

1-year22.74%
3-year3.69%
5-year11.18%
10-year9.53%