American Funds Global Growth Portfolio (CPGAX)
The investment seeks long-term growth of capital. The fund invests in a mix of American Funds in different combinations and weightings. The underlying American Funds will primarily consist of growth funds. Through its investments in the underlying funds, the fund will have significant exposure to growth-oriented common stocks. The fund will typically have significant exposure to issuers domiciled outside the United States. It will seek to invest at least 25% of its net assets in underlying funds that invest significantly (under normal market conditions, at least 40%) in issuers domiciled outside the United States.
Fund Info
US02630R5596
May 17, 2012
$250
Large-Cap
Growth
Expense Ratio
CPGAX features an expense ratio of 0.40%, falling within the medium range.
Share Price Chart
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Performance
Performance Chart
The chart shows the growth of an initial investment of $10,000 in American Funds Global Growth Portfolio, comparing it to the performance of the S&P 500 index or another benchmark. All prices have been adjusted for splits and dividends.
Returns By Period
American Funds Global Growth Portfolio had a return of 6.13% year-to-date (YTD) and 13.28% in the last 12 months. Over the past 10 years, American Funds Global Growth Portfolio had an annualized return of 5.62%, while the S&P 500 had an annualized return of 11.29%, indicating that American Funds Global Growth Portfolio did not perform as well as the benchmark.
CPGAX
6.13%
3.82%
4.33%
13.28%
6.39%
5.62%
^GSPC (Benchmark)
4.22%
2.22%
9.51%
22.46%
12.74%
11.29%
Monthly Returns
The table below presents the monthly returns of CPGAX, with color gradation from worst to best to easily spot seasonal factors. Returns are adjusted for dividends.
| Jan | Feb | Mar | Apr | May | Jun | Jul | Aug | Sep | Oct | Nov | Dec | Total | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| 2025 | 4.17% | 6.13% | |||||||||||
| 2024 | 0.15% | 5.08% | 2.93% | -3.84% | 3.80% | 1.95% | 0.98% | 2.42% | 2.15% | -2.23% | 3.31% | -5.74% | 10.86% |
| 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% | 8.28% | -10.99% | -30.75% |
| 2021 | -0.36% | 2.04% | 0.44% | 4.73% | 0.72% | 1.80% | 0.16% | 3.21% | -4.10% | 5.44% | -3.74% | -0.59% | 9.69% |
| 2020 | -1.14% | -6.29% | -13.68% | 11.35% | 6.41% | 4.16% | 5.84% | 6.78% | -2.56% | -2.00% | 12.54% | 5.70% | 26.69% |
| 2019 | 8.21% | 2.77% | 1.81% | 3.32% | -5.83% | 6.44% | 0.06% | -2.13% | 0.91% | 3.06% | 3.38% | -0.42% | 22.93% |
| 2018 | 6.47% | -3.54% | -1.46% | 0.65% | 1.06% | -0.41% | 2.16% | 0.29% | -0.06% | -8.84% | 1.50% | -10.43% | -13.01% |
| 2017 | 4.28% | 2.43% | 2.31% | 2.59% | 2.65% | 0.50% | 3.32% | 0.42% | 1.81% | 2.91% | 1.10% | -4.18% | 21.79% |
| 2016 | -6.38% | -1.39% | 6.99% | 0.81% | 0.66% | -0.80% | 4.74% | 0.56% | 0.76% | -1.92% | -0.70% | -1.65% | 1.06% |
| 2015 | -0.00% | 4.41% | -0.94% | 2.03% | 0.86% | -1.64% | 1.20% | -6.74% | -3.54% | 6.98% | 0.27% | -4.75% | -2.62% |
| 2014 | -3.29% | 5.35% | -1.03% | -0.07% | 2.78% | 1.15% | -1.80% | 2.04% | -2.80% | 1.51% | 1.55% | -1.79% | 3.30% |
Risk-Adjusted Performance
Risk-Adjusted Performance Rank
The current rank of CPGAX is 49, indicating average performance compared to other mutual funds on our website. Here’s a breakdown of how it compares using common performance measures.
Risk-Adjusted Performance Indicators
The charts below present risk-adjusted performance metrics for American Funds Global Growth Portfolio (CPGAX) and compare them to a chosen benchmark (^GSPC). These indicators evaluate an investment's returns against its associated risks.
Dividends
Dividend History
American Funds Global Growth Portfolio provided a 0.62% dividend yield over the last twelve months, with an annual payout of $0.15 per share.
| Period | TTM | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Dividend | $0.15 | $0.15 | $0.19 | $0.13 | $0.10 | $0.06 | $0.15 | $0.16 | $0.11 | $0.14 | $0.12 | $0.49 |
Dividend yield | 0.62% | 0.66% | 0.92% | 0.78% | 0.41% | 0.25% | 0.86% | 1.13% | 0.67% | 1.01% | 0.87% | 3.41% |
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 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| 2025 | $0.00 | $0.00 | $0.00 | ||||||||||
| 2024 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.15 | $0.15 |
| 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 | $0.13 | $0.13 |
| 2021 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.10 | $0.10 |
| 2020 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.06 | $0.06 |
| 2019 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.15 | $0.15 |
| 2018 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.16 | $0.16 |
| 2017 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.11 | $0.11 |
| 2016 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.14 | $0.14 |
| 2015 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.12 | $0.12 |
| 2014 | $0.49 | $0.49 |
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.
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 36.28%, occurring on Oct 14, 2022. The portfolio has not yet recovered.
The current American Funds Global Growth Portfolio drawdown is 5.01%.
Depth | Start | To Bottom | Bottom | To Recover | End | Total |
|---|---|---|---|---|---|---|
| -36.28% | Nov 17, 2021 | 229 | Oct 14, 2022 | — | — | — |
| -32.36% | Dec 27, 2019 | 59 | Mar 23, 2020 | 82 | Jul 20, 2020 | 141 |
| -21.36% | Jan 29, 2018 | 235 | Jan 3, 2019 | 238 | Dec 12, 2019 | 473 |
| -21.3% | May 22, 2015 | 183 | Feb 11, 2016 | 301 | Apr 24, 2017 | 484 |
| -9.34% | Jul 7, 2014 | 73 | Oct 16, 2014 | 82 | Feb 13, 2015 | 155 |
Volatility
Volatility Chart
The current American Funds Global Growth Portfolio volatility is 3.61%, representing the average percentage change in the investments's value, either up or down over the past month. The chart below shows the rolling one-month volatility.