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American Funds Growth Portfolio Class A (GWPAX)
Performance
Risk-Adjusted Performance
Dividends
Drawdowns
Volatility

Fund Info

ISIN

US02630R7816

CUSIP

02630R781

Inception Date

May 18, 2012

Min. Investment

$250

Asset Class

Multi-Asset

Asset Class Size

Large-Cap

Asset Class Style

Growth

Expense Ratio

GWPAX has an expense ratio of 0.73%, placing it in the medium range.


Share Price Chart


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Compare to other instruments

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


Performance

Performance Chart


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Returns By Period

American Funds Growth Portfolio Class A (GWPAX) returned 3.62% year-to-date (YTD) and 6.94% over the past 12 months. Over the past 10 years, GWPAX returned 5.60% annually, underperforming the S&P 500 benchmark at 10.87%.


GWPAX

YTD

3.62%

1M

14.14%

6M

-0.66%

1Y

6.94%

5Y*

8.67%

10Y*

5.60%

^GSPC (Benchmark)

YTD

1.30%

1M

12.79%

6M

1.49%

1Y

12.35%

5Y*

15.37%

10Y*

10.87%

*Annualized

Monthly Returns

The table below presents the monthly returns of GWPAX, with color gradation from worst to best to easily spot seasonal factors. Returns are adjusted for dividends.


JanFebMarAprMayJunJulAugSepOctNovDecTotal
20254.29%-3.06%-6.15%1.49%7.60%3.62%
20240.67%6.09%3.02%-4.48%3.92%3.07%1.03%2.09%2.31%-1.36%4.85%-7.06%14.20%
20238.62%-2.25%2.62%0.99%0.82%6.14%3.61%-2.09%-5.08%-3.15%10.18%5.46%27.59%
2022-9.53%-3.08%1.46%-10.54%-0.99%-8.94%8.82%-3.62%-8.66%5.48%6.23%-13.52%-33.39%
2021-0.30%2.69%1.31%5.12%0.16%2.45%1.00%3.25%-3.92%6.71%-3.29%-0.83%14.72%
2020-0.94%-6.18%-13.06%12.50%6.16%3.31%5.41%6.47%-2.90%-2.22%11.63%2.61%21.67%
20198.12%2.50%1.87%3.40%-6.25%6.44%0.38%-2.26%0.50%2.79%4.16%-1.42%21.23%
20186.58%-3.32%-1.77%0.71%1.95%0.32%2.18%1.14%0.56%-8.68%1.84%-11.95%-11.27%
20173.55%2.26%1.33%2.00%2.02%0.42%2.75%0.12%2.38%2.78%1.76%-1.33%21.85%
2016-6.28%-0.88%6.83%1.46%1.30%-0.95%4.16%0.85%0.98%-2.12%1.64%-2.43%4.03%
2015-1.14%5.41%-0.71%2.00%1.58%-1.43%0.76%-6.15%-3.54%6.79%0.65%-5.86%-2.46%
2014-2.81%5.36%-1.00%-0.54%2.72%2.12%-2.14%2.91%-2.51%1.39%1.89%-0.47%6.76%

Risk-Adjusted Performance

Risk-Adjusted Performance Rank

The current rank of GWPAX is 41, indicating average performance compared to other mutual funds on our website. Here’s a breakdown of how it compares using common performance measures.


The Risk-Adjusted Performance Rank of GWPAX is 4141
Overall Rank
The Sharpe Ratio Rank of GWPAX is 3939
Sharpe Ratio Rank
The Sortino Ratio Rank of GWPAX is 4040
Sortino Ratio Rank
The Omega Ratio Rank of GWPAX is 4141
Omega Ratio Rank
The Calmar Ratio Rank of GWPAX is 4545
Calmar Ratio Rank
The Martin Ratio Rank of GWPAX is 3838
Martin Ratio Rank
The risk-adjusted ranks indicate the investment's position relative to the market. A rank closer to 100 signifies top-performing investments, while a rank closer to 0 might suggest underperformance, based on the selected ratio. The values are calculated based on the past 12 months of returns.

Risk-Adjusted Performance Indicators

The charts below present risk-adjusted performance metrics for American Funds Growth Portfolio Class A (GWPAX) and compare them to a chosen benchmark (^GSPC). These indicators evaluate an investment's returns against its associated risks.


The Sharpe ratio helps investors understand how much return they're getting for the level of risk taken. A higher Sharpe ratio indicates better risk-adjusted performance, meaning more reward for each unit of risk.

American Funds Growth Portfolio Class A Sharpe ratios as of May 19, 2025 (values are recalculated daily):

  • 1-Year: 0.34
  • 5-Year: 0.46
  • 10-Year: 0.30
  • All Time: 0.51

These values reflect how efficiently the investment has delivered returns relative to its volatility over different time periods. All figures are annualized and based on daily total returns (including price changes and dividends).

The chart below shows the rolling Sharpe ratio of American Funds Growth Portfolio Class A compared to the selected benchmark. This view highlights how the investment's risk-adjusted performance has changed over time. For deeper analysis or to customize the calculation, use the Sharpe ratio tool.


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Dividends

Dividend History

American Funds Growth Portfolio Class A provided a 0.46% dividend yield over the last twelve months, with an annual payout of $0.12 per share.


0.00%1.00%2.00%3.00%4.00%$0.00$0.10$0.20$0.30$0.40$0.50$0.6020142015201620172018201920202021202220232024
Dividends
Dividend Yield
PeriodTTM20242023202220212020201920182017201620152014
Dividend$0.12$0.12$0.16$0.06$0.01$0.10$0.16$0.16$0.13$0.15$0.11$0.60

Dividend yield

0.46%0.47%0.70%0.35%0.03%0.44%0.84%1.00%0.70%1.01%0.73%3.99%

Monthly Dividends

The table displays the monthly dividend distributions for American Funds Growth Portfolio Class A. The dividends shown in the table have been adjusted to account for any splits that may have occurred.


JanFebMarAprMayJunJulAugSepOctNovDecTotal
2025$0.00$0.00$0.00$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$0.12$0.12
2023$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
2022$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
2021$0.00$0.00$0.00$0.00$0.00$0.00$0.00$0.00$0.00$0.00$0.00$0.01$0.01
2020$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
2019$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
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$0.13$0.13
2016$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
2015$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
2014$0.60$0.60

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 Growth Portfolio Class A. 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 Growth Portfolio Class A was 38.55%, occurring on Dec 28, 2022. Recovery took 494 trading sessions.

The current American Funds Growth Portfolio Class A drawdown is 5.86%.


Depth

Start

To Bottom

Bottom

To Recover

End

Total

-38.55%Nov 17, 2021280Dec 28, 2022494Dec 16, 2024774
-32.22%Dec 27, 201959Mar 23, 202082Jul 20, 2020141
-22.67%Dec 17, 202476Apr 8, 2025
-21.49%Jun 24, 2015161Feb 11, 2016275Mar 16, 2017436
-20.08%Oct 2, 201864Jan 3, 2019226Nov 25, 2019290

Volatility

Volatility Chart

The chart below shows the rolling one-month volatility.


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