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American Funds Growth Portfolio 529E (CGPEX)

Nasdaq - Nasdaq Delayed Price. Currency in USD
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24.78-0.06 (-0.24%)
At close: 08:05AM EDT

Performance Overview

Morningstar Return RatingN/A1
Year-to-Date Return12.38%
5-Year Average Return11.14%
Number of Years Up9
Number of Years Down2
Best 1 Yr Total Return (Jun 20, 2024)29.37%
Worst 1 Yr Total Return (Jun 20, 2024)N/A
Best 3-Yr Total Return29.37%
Worst 3-Yr Total Return2.54%

Trailing Returns (%) Vs. Benchmarks

Time periods greater than 1 year are annualized.
ReturnCGPEXCategory
YTD9.07%13.38%
1-Month3.89%1.16%
3-Month2.17%6.75%
1-Year26.36%40.77%
3-Year3.47%13.59%
5-Year11.88%13.52%
10-Year9.42%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%N/AN/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)

YTD15
1-Month54
3-Month88
1-Year2
3-Year49
5-Year11

Load Adjusted Returns

1-Year26.36%
3-Year3.47%
5-Year11.88%
10-Year9.42%