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American Funds Growth Portfolio R4 (RGWEX)

Nasdaq - Nasdaq Delayed price. Currency in USD
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25.43+0.17 (+0.67%)
At close: 08:00PM EDT

Performance overview

Morningstar return ratingN/A1
Year-to-date return13.93%
5-year average return11.41%
Number of years up9
Number of years down2
Best 1-yr total return (2 Jul 2024)29.81%
Worst 1-yr total return (2 Jul 2024)N/A
Best 3-yr total return29.81%
Worst 3-yr total return2.83%

Trailing returns (%) vs. Benchmarks

Time periods longer than one year are annualised.
ReturnRGWEXCategory
YTD12.54%13.38%
1-month3.08%1.16%
3-month2.32%6.75%
1-year23.08%40.77%
3-year3.97%13.59%
5-year11.47%13.52%
10-year9.83%10.48%
Last bull market29.00%21.11%
Last bear market-19.33%-19.34%

Annual total return (%) history

Year
RGWEXCategory
2024
N/AN/A
2023
28.80%N/A
2022
-26.87%N/A
2021
18.58%N/A
2020
25.38%15.41%
2019
27.25%24.78%
2018
-6.63%-9.27%
2017
25.06%18.41%
2016
7.50%8.45%
2015
1.43%-1.74%
2014
5.77%5.50%
2013
29.81%26.84%
2012
N/A15.29%

Past quarterly returns (%)

YearQ1Q2Q3Q4
20249.99%2.32%N/AN/A
20238.97%8.08%-3.71%13.58%
2022-11.05%-19.33%-4.20%6.38%
20213.68%7.88%0.19%5.82%
2020-19.18%23.41%8.93%15.40%
201912.93%3.18%-1.35%10.70%
20181.22%3.01%3.93%-13.83%
20177.31%4.43%5.32%5.96%
2016-0.76%1.81%6.02%0.36%
20153.48%2.07%-8.80%5.30%
20141.30%4.40%-1.88%1.93%
20137.77%1.88%8.84%8.62%
20126.42%3.06%N/AN/A

Rank in category (by total return)

YTD3
1-month7
3-month13
1-year1
3-year33
5-year3

Load adjusted returns

1-year23.08%
3-year3.97%
5-year11.47%
10-year9.83%