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American Funds Growth Portfolio Class C (GWPCX)
Performance
Return for Risk
Dividends
Drawdowns
Volatility

Fund Info

ISIN
US02630R7659
CUSIP
02630R765
Inception Date
May 18, 2012
Min. Investment
$250
Distribution Policy
Distributing
Asset Class
Equity
Asset Class Size
Large-Cap
Asset Class Style
Growth

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 Growth Portfolio Class C, comparing it to the performance of the S&P 500 index or another benchmark. All prices have been adjusted for splits and dividends.


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S&P 500 Index

Returns By Period

American Funds Growth Portfolio Class C (GWPCX) has returned -8.88% so far this year and 15.00% over the past 12 months. Over the last ten years, GWPCX has returned 10.70% per year, falling short of the S&P 500 Index benchmark, which averaged 12.16% annually.


American Funds Growth Portfolio Class C

1D
-0.67%
1M
-10.31%
YTD
-8.88%
6M
-6.28%
1Y
15.00%
3Y*
15.14%
5Y*
6.48%
10Y*
10.70%

Benchmark (S&P 500 Index)

1D
2.91%
1M
-5.09%
YTD
-4.63%
6M
-2.39%
1Y
16.33%
3Y*
16.69%
5Y*
10.18%
10Y*
12.16%
*Multi-year figures are annualized to reflect compound growth (CAGR)

Monthly Returns

Based on dividend-adjusted daily data since Jan 2, 2013, GWPCX's average daily return is +0.04%, while the average monthly return is +0.91%. At this rate, your investment would double in approximately 6.4 years.

Historically, 67% of months were positive and 33% were negative. The best month was Apr 2020 with a return of +12.4%, while the worst month was Mar 2020 at -13.1%. The longest winning streak lasted 10 consecutive months, and the longest losing streak was 3 months.

On a daily basis, GWPCX closed higher 53% of trading days. The best single day was Apr 9, 2025 with a return of +9.0%, while the worst single day was Mar 16, 2020 at -11.2%.


JanFebMarAprMayJunJulAugSepOctNovDecTotal
20261.96%-0.36%-10.31%-8.88%
20254.27%-3.15%-6.18%1.43%7.35%6.37%1.31%1.77%2.76%2.40%0.24%0.20%19.58%
20240.60%6.05%2.92%-4.52%3.85%3.03%0.95%2.05%2.21%-1.42%4.82%-2.29%19.26%
20238.52%-2.27%2.55%0.92%0.75%6.06%3.61%-2.22%-5.09%-3.23%10.07%6.39%27.77%
2022-9.57%-3.17%1.37%-10.56%-1.07%-8.97%8.72%-3.69%-8.69%5.38%6.18%-5.23%-27.51%
2021-0.40%2.65%1.21%5.07%0.12%2.35%0.95%3.21%-3.98%6.64%-3.37%2.48%17.70%

Benchmark Metrics

American Funds Growth Portfolio Class C has an annualized alpha of -0.73%, beta of 0.95, and R² of 0.93 versus S&P 500 Index. Calculated based on daily prices since January 03, 2013.

  • This fund participated in 102.04% of S&P 500 Index downside but only 95.71% of its upside — more exposed to losses than it benefited from rallies.
  • With beta of 0.95 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
-0.73%
Beta
0.95
0.93
Upside Capture
95.71%
Downside Capture
102.04%

Expense Ratio

GWPCX has a high expense ratio of 1.49%, indicating above-average management fees.


Return for Risk

Risk / Return Rank

GWPCX ranks 37 for risk / return — below 37% of mutual funds on our site. The returns aren't fully compensating for the risk involved. This isn't necessarily a dealbreaker, but factor it into your decision — especially if you're risk-averse.


GWPCX Risk / Return Rank: 3737
Overall Rank
GWPCX Sharpe Ratio Rank: 3434
Sharpe Ratio Rank
GWPCX Sortino Ratio Rank: 3737
Sortino Ratio Rank
GWPCX Omega Ratio Rank: 3535
Omega Ratio Rank
GWPCX Calmar Ratio Rank: 3737
Calmar Ratio Rank
GWPCX Martin Ratio Rank: 4040
Martin Ratio Rank
The rank (0–100) shows how this investment's returns compare to the risk taken. Higher = better. Based on the past 12 months of data, combining Sharpe, Sortino, and other metrics used by quantitative funds and institutional investors.

Return / Risk — by metrics

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


GWPCXBenchmarkDifference

Sharpe ratio

Return per unit of total volatility

0.80

0.90

-0.10

Sortino ratio

Return per unit of downside risk

1.25

1.39

-0.14

Omega ratio

Gain probability vs. loss probability

1.18

1.21

-0.03

Calmar ratio

Return relative to maximum drawdown

1.03

1.40

-0.37

Martin ratio

Return relative to average drawdown

4.22

6.61

-2.38

Explore GWPCX risk-adjusted metrics in detail

Dive deeper into individual metrics with historical trends, benchmark comparisons, and performance across different time periods.

Dividends

Dividend History

American Funds Growth Portfolio Class C provided a 6.18% dividend yield over the last twelve months, with an annual payout of $1.55 per share. The fund has been increasing its distributions for 2 consecutive years.


0.00%2.00%4.00%6.00%8.00%10.00%$0.00$0.50$1.00$1.5020152016201720182019202020212022202320242025
Dividends
Dividend Yield
PeriodTTM20252024202320222021202020192018201720162015
Dividend$1.55$1.55$1.36$0.21$1.69$0.90$0.69$1.04$0.85$0.49$0.54$0.61

Dividend yield

6.18%5.63%5.59%0.96%9.93%3.48%3.04%5.54%5.45%2.73%3.67%4.25%

Monthly Dividends

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


JanFebMarAprMayJunJulAugSepOctNovDecTotal
2026$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$1.55$1.55
2024$0.00$0.00$0.00$0.00$0.00$0.00$0.00$0.00$0.00$0.00$0.00$1.36$1.36
2023$0.00$0.00$0.00$0.00$0.00$0.00$0.00$0.00$0.00$0.00$0.00$0.21$0.21
2022$0.00$0.00$0.00$0.00$0.00$0.00$0.00$0.00$0.00$0.00$0.00$1.69$1.69
2021$0.00$0.00$0.00$0.00$0.00$0.00$0.00$0.00$0.00$0.00$0.00$0.90$0.90

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 C. 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 C was 34.59%, occurring on Oct 14, 2022. Recovery took 416 trading sessions.

The current American Funds Growth Portfolio Class C drawdown is 11.88%.


Depth

Start

To Bottom

Bottom

To Recover

End

Total

-34.59%Nov 17, 2021229Oct 14, 2022416Jun 12, 2024645
-31.91%Feb 20, 202023Mar 23, 202082Jul 20, 2020105
-19.49%Feb 19, 202535Apr 8, 202542Jun 9, 202577
-19.12%Jan 29, 2018229Dec 24, 201881Apr 23, 2019310
-18.7%Jun 24, 2015161Feb 11, 2016209Dec 8, 2016370

Volatility

Volatility Chart

The chart below shows the rolling one-month volatility.


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