American Funds Global Growth Portfolio (CPGAX)

Search for stocks, ETFs, and funds for a quick comparison or use the comparison tool for more options.

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.

American Funds Global Growth Portfolio (CPGAX) has returned -6.94% so far this year and 17.91% over the past 12 months. Over the last ten years, CPGAX has returned 10.58% per year, falling short of the S&P 500 Index benchmark, which averaged 12.16% annually.

Based on dividend-adjusted daily data since May 21, 2012, CPGAX's average daily return is +0.04%, while the average monthly return is +0.92%. At this rate, your investment would double in approximately 6.3 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 53% 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%.

American Funds Global Growth Portfolio has an annualized alpha of -0.16%, 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 99.42% of S&P 500 Index downside but only 93.20% 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.

CPGAX has an expense ratio of 0.40%, placing it in the medium range.

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.

The table below present risk-adjusted performance metrics for American Funds Global Growth Portfolio (CPGAX) and compare them to a chosen benchmark (S&P 500 Index).

American Funds Global Growth Portfolio provided a 6.01% 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.

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.

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.

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.

The current American Funds Global Growth Portfolio drawdown is 11.33%.

The chart below shows the rolling one-month volatility.