- ISIN
- US02630R7816
- CUSIP
- 02630R781
- Issuer
- American Funds
- Inception Date
- May 18, 2012
- Category
- Diversified Portfolio
- Min. Investment
- $250
- Distribution Policy
- Distributing
- Asset Class
- Multi-Asset
- Asset Class Size
- Large-Cap
- Asset Class Style
- Growth
Share Price Chart
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Performance
GWPAX Performance Chart
American Funds Growth Portfolio Class A (GWPAX) is up 11.3% since the beginning of the year. GWPAX is currently trading at $32 per share. Investors who bought $1,000 worth of GWPAX shares 5 years ago would now be looking at an investment worth $1,659.
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Returns By Period
American Funds Growth Portfolio Class A (GWPAX) has returned 11.30% so far this year and 28.12% over the past 12 months. Over the last ten years, GWPAX has had an annualized return of 13.36%, just under the S&P 500 Index benchmark’s 13.66%.
American Funds Growth Portfolio Class A
- 1D
- 0.00%
- 1M
- 5.60%
- YTD
- 11.30%
- 6M
- 11.76%
- 1Y
- 28.12%
- 3Y*
- 22.16%
- 5Y*
- 10.65%
- 10Y*
- 13.36%
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%
GWPAX Monthly Returns History
Based on dividend-adjusted daily data since Jan 2, 2013, GWPAX's average daily return is +0.05%, while the average monthly return is +1.08%. At this rate, an investment would double in approximately 5.4 years.
Historically, 69% of months were positive and 31% were negative. The best month was Apr 2020 with a return of +12.5%, while the worst month was Mar 2020 at -13.1%. The longest winning streak lasted 15 consecutive months, and the longest losing streak was 3 months.
On a daily basis, GWPAX closed higher 54% of trading days. The best single day was Apr 9, 2025 with a return of +9.1%, while the worst single day was Mar 16, 2020 at -11.2%.
| Jan | Feb | Mar | Apr | May | Jun | Jul | Aug | Sep | Oct | Nov | Dec | Total | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| 2026 | 2.00% | -0.30% | -7.20% | 11.38% | 5.72% | 0.16% | 11.30% | ||||||
| 2025 | 4.29% | -3.06% | -6.15% | 1.49% | 7.48% | 6.39% | 1.36% | 1.87% | 2.80% | 2.49% | 0.30% | 0.26% | 20.47% |
| 2024 | 0.67% | 6.09% | 3.02% | -4.48% | 3.92% | 3.07% | 1.03% | 2.09% | 2.31% | -1.36% | 4.85% | -2.20% | 20.17% |
| 2023 | 8.62% | -2.25% | 2.62% | 0.99% | 0.82% | 6.13% | 3.61% | -2.09% | -5.08% | -3.15% | 10.18% | 6.42% | 28.76% |
| 2022 | -9.53% | -3.08% | 1.46% | -10.54% | -0.99% | -8.94% | 8.82% | -3.62% | -8.66% | 5.48% | 6.23% | -5.19% | -26.97% |
| 2021 | -0.30% | 2.69% | 1.31% | 5.12% | 0.16% | 2.45% | 1.00% | 3.25% | -3.92% | 6.71% | -3.29% | 2.52% | 18.59% |
Benchmark Metrics
American Funds Growth Portfolio Class A has an annualized alpha of 0.18%, beta of 0.96, and R2 of 0.93 versus S&P 500 Index. Calculated based on daily prices since January 03, 2013.
- With beta of 0.96 and R2 of 0.93, 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
- 0.18%
- Beta
- 0.96
- R²
- 0.93
- Upside Capture
- 98.51%
- Downside Capture
- 100.50%
Expense Ratio
GWPAX has an expense ratio of 0.73%, placing it in the medium range.
Return for Risk
Risk / Return Rank
GWPAX ranks 46 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 Growth Portfolio Class A (GWPAX) and compare them to S&P 500 Index.
| GWPAX | Benchmark | Difference | |
|---|---|---|---|
| Sharpe ratioReturn per unit of total volatility | -0.22 | ||
| Sortino ratioReturn per unit of downside risk | -0.28 | ||
| Omega ratioGain probability vs. loss probability | 1.37 | 1.41 | -0.04 |
| Calmar ratioReturn relative to maximum drawdown | 2.45 | 2.93 | -0.48 |
| Martin ratioReturn relative to average drawdown | 10.81 | 13.52 | -2.72 |
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 Growth Portfolio Class A provided a 5.17% dividend yield over the last twelve months, with an annual payout of $1.66 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 | $1.66 | $1.66 | $1.48 | $0.36 | $1.75 | $0.91 | $0.79 | $1.10 | $0.98 | $0.61 | $0.65 | $0.70 |
Dividend yield | 5.17% | 5.75% | 5.83% | 1.61% | 9.94% | 3.42% | 3.42% | 5.77% | 6.19% | 3.39% | 4.36% | 4.84% |
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.
| 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 | $1.66 | $1.66 |
| 2024 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $1.48 | $1.48 |
| 2023 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.36 | $0.36 |
| 2022 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $1.75 | $1.75 |
| 2021 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.91 | $0.91 |
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 34.15%, occurring on Oct 14, 2022. Recovery took 359 trading sessions.
Related event | Drawdown | Fall | Recovery | Underwater |
|---|---|---|---|---|
Bear market2022 | -34.15%Oct 2022 | 11mo 1d | 1y 5mo | 2y 4moNov 2021 - Mar 2024 |
COVID crash2020 | -31.82%Mar 2020 | 1mo 2d | 3mo 29d | 5mo 1dFeb 2020 - Jul 2020 |
2025 selloff2025 | -19.42%Apr 2025 | 1mo 18d | 1mo 29d | 3mo 17dFeb 2025 - Jun 2025 |
Rate-hike selloffLate 2018 | -18.71%Dec 2018 | 2mo 27d | 4mo | 6mo 27dSep 2018 - Apr 2019 |
2016 correction2016 | -18.29%Feb 2016 | 7mo 22d | 6mo 28d | 1y 2moJun 2015 - Sep 2016 |
Drawdown Indicators
| GWPAX | Benchmark | Difference | |
|---|---|---|---|
Max DrawdownLargest peak-to-trough decline | -34.15% | -56.78% | +22.63% |
Max Drawdown (1Y)Largest decline over 1 year | -11.78% | -9.10% | -2.68% |
Max Drawdown (3Y)Largest decline over 3 years | -19.42% | -18.90% | -0.52% |
Max Drawdown (5Y)Largest decline over 5 years | -34.15% | -25.43% | -8.72% |
Max Drawdown (10Y)Largest decline over 10 years | -34.15% | -33.92% | -0.23% |
Current DrawdownCurrent decline from peak | 0.00% | -0.74% | +0.74% |
Average DrawdownAverage peak-to-trough decline | -5.72% | -10.72% | +5.00% |
Ulcer IndexDepth and duration of drawdowns from previous peaks | 2.66% | 1.97% | +0.69% |
Volatility
Volatility Chart
The chart below shows the rolling one-month volatility.
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