American Funds Growth Portfolio Class A (GWPAX)
Fund Info
| ISIN | US02630R7816 |
|---|---|
| CUSIP | 02630R781 |
| Issuer | American Funds |
| Inception Date | May 18, 2012 |
| Category | Diversified Portfolio |
| Min. Investment | $250 |
| Home Page | www.capitalgroup.com |
| Asset Class | Multi-Asset |
Asset Class Size | Large-Cap |
Asset Class Style | Growth |
Expense Ratio
GWPAX features an expense ratio of 0.73%, falling within the medium range.
Share Price Chart
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Compare to other instruments
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Popular comparisons: GWPAX vs. SPY, GWPAX vs. PERI, GWPAX vs. VOO, GWPAX vs. ALTY, GWPAX vs. FFSG, GWPAX vs. SCHD, GWPAX vs. VTI, GWPAX vs. MO, GWPAX vs. FXAIX, GWPAX vs. MSFT
Performance
Performance Chart
The chart shows the growth of an initial investment of $10,000 in American Funds Growth Portfolio Class A, 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 Growth Portfolio Class A had a return of 22.43% year-to-date (YTD) and 35.83% in the last 12 months. Over the past 10 years, American Funds Growth Portfolio Class A had an annualized return of 10.85%, which was very close to the S&P 500 benchmark's annualized return of 11.39%.
| Period | Return | Benchmark |
|---|---|---|
| Year-To-Date | 22.43% | 25.45% |
| 1 month | 1.82% | 2.91% |
| 6 months | 11.68% | 14.05% |
| 1 year | 35.83% | 35.64% |
| 5 years (annualized) | 12.61% | 14.13% |
| 10 years (annualized) | 10.85% | 11.39% |
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.
| Jan | Feb | Mar | Apr | May | Jun | Jul | Aug | Sep | Oct | Nov | Dec | Total | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| 2024 | 0.67% | 6.09% | 3.02% | -4.48% | 3.92% | 3.07% | 1.03% | 2.09% | 2.31% | -1.36% | 22.43% | ||
| 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% | 28.75% |
| 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% |
| 2020 | -0.94% | -6.18% | -13.06% | 12.50% | 6.16% | 3.31% | 5.41% | 6.47% | -2.90% | -2.22% | 11.63% | 5.70% | 25.34% |
| 2019 | 8.12% | 2.50% | 1.87% | 3.40% | -6.25% | 6.44% | 0.38% | -2.26% | 0.50% | 2.79% | 4.16% | 3.43% | 27.19% |
| 2018 | 6.58% | -3.32% | -1.77% | 0.71% | 1.95% | 0.32% | 2.17% | 1.14% | 0.56% | -8.68% | 1.84% | -7.30% | -6.59% |
| 2017 | 3.55% | 2.26% | 1.33% | 2.00% | 2.02% | 0.42% | 2.75% | 0.12% | 2.38% | 2.78% | 1.76% | 1.32% | 25.12% |
| 2016 | -6.28% | -0.88% | 6.83% | 1.46% | 1.30% | -0.95% | 4.16% | 0.85% | 0.97% | -2.12% | 1.64% | 0.82% | 7.50% |
| 2015 | -1.13% | 5.41% | -0.71% | 2.00% | 1.58% | -1.43% | 0.76% | -6.15% | -3.54% | 6.79% | 0.65% | -2.01% | 1.52% |
| 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% |
| 2013 | 4.68% | 0.34% | 2.52% | 2.38% | 1.84% | -2.20% | 4.98% | -1.76% | 5.53% | 3.55% | 2.50% | 2.93% | 30.55% |
Risk-Adjusted Performance
Risk-Adjusted Performance Rank
The current rank of GWPAX is 67, suggesting that the investment has average results relative to other mutual funds in terms of risk-adjusted performance. This ranking is determined by the cumulative values of the indicators listed below.
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.
Dividends
Dividend History
American Funds Growth Portfolio Class A provided a 0.57% dividend yield over the last twelve months, with an annual payout of $0.16 per share. The fund has been increasing its distributions for 2 consecutive years.
| Period | TTM | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | 2013 |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Dividend | $0.16 | $0.16 | $0.06 | $0.01 | $0.10 | $0.16 | $0.16 | $0.13 | $0.15 | $0.11 | $0.60 | $0.20 |
Dividend yield | 0.57% | 0.70% | 0.35% | 0.03% | 0.44% | 0.84% | 1.00% | 0.70% | 1.01% | 0.73% | 3.99% | 1.36% |
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 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| 2024 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | |
| 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 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.60 | $0.60 |
| 2013 | $0.20 | $0.20 |
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 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.
The current American Funds Growth Portfolio Class A drawdown is 0.69%.
Depth | Start | To Bottom | Bottom | To Recover | End | Total |
|---|---|---|---|---|---|---|
| -34.15% | Nov 17, 2021 | 229 | Oct 14, 2022 | 359 | Mar 21, 2024 | 588 |
| -31.82% | Feb 20, 2020 | 23 | Mar 23, 2020 | 82 | Jul 20, 2020 | 105 |
| -18.71% | Oct 2, 2018 | 58 | Dec 24, 2018 | 81 | Apr 23, 2019 | 139 |
| -18.29% | Jun 24, 2015 | 161 | Feb 11, 2016 | 143 | Sep 6, 2016 | 304 |
| -9.09% | Jan 29, 2018 | 9 | Feb 8, 2018 | 140 | Aug 29, 2018 | 149 |
Volatility
Volatility Chart
The current American Funds Growth Portfolio Class A volatility is 3.78%, 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.