- ISIN
- US02630R5596
- Issuer
- Pacific LifeFunds
- Inception Date
- May 17, 2012
- Category
- Global Equities
- Min. Investment
- $250
- Distribution Policy
- Distributing
- Asset Class
- Equity
- Asset Class Size
- Large-Cap
- Asset Class Style
- Growth
Share Price Chart
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Performance
CPGAX Performance Chart
American Funds Global Growth Portfolio (CPGAX) is up 13.1% since the beginning of the year. CPGAX is currently trading at $30 per share. Investors who bought $1,000 worth of CPGAX shares 5 years ago would now be looking at an investment worth $1,551.
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Returns By Period
American Funds Global Growth Portfolio (CPGAX) has returned 13.11% so far this year and 30.48% over the past 12 months. Over the last ten years, CPGAX has returned 12.51% per year, falling short of the S&P 500 Index benchmark, which averaged 13.66% annually.
American Funds Global Growth Portfolio
- 1D
- 0.34%
- 1M
- 6.19%
- YTD
- 13.11%
- 6M
- 14.29%
- 1Y
- 30.48%
- 3Y*
- 20.82%
- 5Y*
- 9.17%
- 10Y*
- 12.51%
Benchmark (S&P 500 Index)
- 1D
- -0.74%
- 1M
- 4.90%
- YTD
- 10.35%
- 6M
- 10.28%
- 1Y
- 26.52%
- 3Y*
- 20.83%
- 5Y*
- 12.30%
- 10Y*
- 13.66%
CPGAX Monthly Returns History
Based on dividend-adjusted daily data since May 21, 2012, CPGAX's average daily return is +0.05%, while the average monthly return is +1.02%. At this rate, an investment would double in approximately 5.7 years.
Historically, 66% of months were positive and 34% were negative. The best month was Nov 2020 with a return of +12.5%, while the worst month was Mar 2020 at -13.7%. The longest winning streak lasted 14 consecutive months, and the longest losing streak was 3 months.
On a daily basis, CPGAX closed higher 54% of trading days. The best single day was Apr 9, 2025 with a return of +7.7%, while the worst single day was Mar 16, 2020 at -11.1%.
| Jan | Feb | Mar | Apr | May | Jun | Jul | Aug | Sep | Oct | Nov | Dec | Total | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| 2026 | 3.43% | 0.85% | -7.96% | 10.72% | 5.92% | 0.47% | 13.11% | ||||||
| 2025 | 4.17% | -2.05% | -4.87% | 1.78% | 6.88% | 5.80% | 0.32% | 2.38% | 3.29% | 2.62% | 0.07% | 1.04% | 22.99% |
| 2024 | 0.15% | 5.08% | 2.93% | -3.84% | 3.80% | 1.95% | 0.98% | 2.42% | 2.15% | -2.23% | 3.31% | -2.39% | 14.81% |
| 2023 | 8.54% | -2.66% | 3.07% | 0.94% | -0.38% | 5.55% | 3.38% | -2.72% | -4.91% | -3.10% | 9.32% | 5.95% | 24.05% |
| 2022 | -8.68% | -3.71% | 0.80% | -9.84% | -0.21% | -9.02% | 7.29% | -3.72% | -8.77% | 5.08% | 8.29% | -4.60% | -25.77% |
| 2021 | -0.36% | 2.04% | 0.44% | 4.73% | 0.72% | 1.80% | 0.16% | 3.21% | -4.10% | 5.44% | -3.74% | 2.31% | 12.89% |
Benchmark Metrics
American Funds Global Growth Portfolio has an annualized alpha of 0.04%, beta of 0.90, and R2 of 0.89 versus S&P 500 Index. Calculated based on daily prices since May 22, 2012.
- This fund participated in 99.31% of S&P 500 Index downside but only 93.81% of its upside - more exposed to losses than it benefited from rallies.
- With beta of 0.90 and R2 of 0.89, this fund moves broadly in line with S&P 500 Index - much of its variation is explained by market exposure rather than independent behavior.
- Alpha
- 0.04%
- Beta
- 0.90
- R²
- 0.89
- Upside Capture
- 93.81%
- Downside Capture
- 99.31%
Expense Ratio
CPGAX has an expense ratio of 0.40%, placing it in the medium range.
Return for Risk
Risk / Return Rank
CPGAX ranks 53 for risk / return — on par with similar mutual funds. You're getting a typical balance of risk and reward. Not a standout, but not a red flag either — a reasonable choice if other factors align with your goals.
Return / Risk — by metrics
The table below present risk-adjusted performance metrics for American Funds Global Growth Portfolio (CPGAX) and compare them to S&P 500 Index.
| CPGAX | Benchmark | Difference | |
|---|---|---|---|
| Sharpe ratioReturn per unit of total volatility | -0.07 | ||
| Sortino ratioReturn per unit of downside risk | -0.07 | ||
| Omega ratioGain probability vs. loss probability | 1.39 | 1.41 | -0.01 |
| Calmar ratioReturn relative to maximum drawdown | 2.73 | 2.93 | -0.20 |
| Martin ratioReturn relative to average drawdown | 12.10 | 13.52 | -1.42 |
Data is calculated on a 1-year rolling basis and updated daily. The trend shows the change in the indicator over the past month. | |||
Dividends
Dividend History
American Funds Global Growth Portfolio provided a 4.94% dividend yield over the last twelve months, with an annual payout of $1.47 per share. The fund has been increasing its distributions for 2 consecutive years.
| Period | TTM | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Dividend | $1.47 | $1.47 | $0.97 | $0.19 | $1.32 | $0.81 | $0.17 | $0.86 | $0.82 | $1.04 | $0.51 | $0.54 |
Dividend yield | 4.94% | 5.59% | 4.29% | 0.92% | 7.95% | 3.33% | 0.77% | 4.89% | 5.69% | 6.21% | 3.66% | 3.92% |
Monthly Dividends
The table displays the monthly dividend distributions for American Funds Global Growth Portfolio. The dividends shown in the table have been adjusted to account for any splits that may have occurred.
| Jan | Feb | Mar | Apr | May | Jun | Jul | Aug | Sep | Oct | Nov | Dec | Total | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| 2026 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | ||||||
| 2025 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $1.47 | $1.47 |
| 2024 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.97 | $0.97 |
| 2023 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.19 | $0.19 |
| 2022 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $1.32 | $1.32 |
| 2021 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.81 | $0.81 |
Drawdowns
Drawdowns Chart
The Drawdowns chart displays portfolio losses from any high point along the way. Drawdowns are calculated considering price movements and all distributions paid, if any.
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Worst Drawdowns
The table below displays the maximum drawdowns of the American Funds Global Growth Portfolio. A maximum drawdown is a measure of risk, indicating the largest reduction in portfolio value due to a series of losing trades.
The maximum drawdown for the American Funds Global Growth Portfolio was 34.42%, occurring on Oct 14, 2022. Recovery took 431 trading sessions.
Related event | Drawdown | Fall | Recovery | Underwater |
|---|---|---|---|---|
Bear market2022 | -34.42%Oct 2022 | 11mo 1d | 1y 8mo | 2y 7moNov 2021 - Jul 2024 |
COVID crash2020 | -32.14%Mar 2020 | 1mo 2d | 3mo 24d | 4mo 26dFeb 2020 - Jul 2020 |
Rate-hike selloffLate 2018 | -20.00%Dec 2018 | 10mo 29d | 6mo 11d | 1y 5moJan 2018 - Jul 2019 |
2016 correction2016 | -18.91%Feb 2016 | 8mo 25d | 11mo 18d | 1y 8moMay 2015 - Jan 2017 |
2025 selloff2025 | -17.99%Apr 2025 | 1mo 18d | 1mo 25d | 3mo 13dFeb 2025 - Jun 2025 |
Drawdown Indicators
| CPGAX | Benchmark | Difference | |
|---|---|---|---|
Max DrawdownLargest peak-to-trough decline | -34.42% | -56.78% | +22.36% |
Max Drawdown (1Y)Largest decline over 1 year | -11.33% | -9.10% | -2.23% |
Max Drawdown (3Y)Largest decline over 3 years | -17.99% | -18.90% | +0.91% |
Max Drawdown (5Y)Largest decline over 5 years | -34.42% | -25.43% | -8.99% |
Max Drawdown (10Y)Largest decline over 10 years | -34.42% | -33.92% | -0.50% |
Current DrawdownCurrent decline from peak | 0.00% | -0.74% | +0.74% |
Average DrawdownAverage peak-to-trough decline | -5.93% | -10.72% | +4.79% |
Ulcer IndexDepth and duration of drawdowns from previous peaks | 2.55% | 1.97% | +0.58% |
Volatility
Volatility Chart
The chart below shows the rolling one-month volatility.
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