PortfoliosLab logo
American Funds Growth Portfolio Class C (GWPCX)
Performance
Risk-Adjusted Performance
Dividends
Drawdowns
Volatility

Fund Info

ISIN

US02630R7659

CUSIP

02630R765

Inception Date

May 18, 2012

Min. Investment

$250

Asset Class

Equity

Asset Class Size

Large-Cap

Asset Class Style

Growth

Expense Ratio

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


Expense ratio chart for GWPCX: current value is 1.49%, compared with the broader market range of 0.00% to 2.12%.0.50%1.00%1.50%2.00%
GWPCX: 1.49%

Share Price Chart


Loading data...

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

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.


250.00%300.00%350.00%NovemberDecember2025FebruaryMarchApril
273.95%
326.86%
GWPCX (American Funds Growth Portfolio Class C)
Benchmark (^GSPC)

Returns By Period

American Funds Growth Portfolio Class C had a return of -4.60% year-to-date (YTD) and 6.97% in the last 12 months. Over the past 10 years, American Funds Growth Portfolio Class C had an annualized return of 8.62%, while the S&P 500 had an annualized return of 10.15%, indicating that American Funds Growth Portfolio Class C did not perform as well as the benchmark.


GWPCX

YTD

-4.60%

1M

0.43%

6M

-4.01%

1Y

6.97%

5Y*

11.13%

10Y*

8.62%

^GSPC (Benchmark)

YTD

-6.00%

1M

-0.94%

6M

-5.06%

1Y

8.41%

5Y*

13.52%

10Y*

10.15%

*Annualized

Monthly Returns

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


JanFebMarAprMayJunJulAugSepOctNovDecTotal
20254.27%-3.15%-6.18%0.69%-4.60%
20240.60%6.05%2.92%-4.52%3.85%3.03%0.95%2.05%2.21%-1.41%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%
2020-0.96%-6.28%-13.07%12.39%6.10%3.26%5.35%6.40%-3.01%-2.22%11.53%5.64%24.46%
20198.05%2.48%2.19%3.34%-6.30%6.32%0.39%-2.30%0.39%2.74%4.08%3.34%26.74%
20186.51%-3.37%-1.85%0.67%1.88%0.27%2.11%1.06%0.52%-8.69%1.71%-7.36%-7.31%
20173.53%2.16%1.28%1.90%1.99%0.30%2.73%-0.00%2.36%2.66%1.74%1.26%24.19%
2016-6.35%-0.97%6.77%1.41%1.18%-0.96%4.09%0.80%0.86%-2.16%1.61%0.70%6.60%
2015-1.15%5.32%-0.78%1.96%1.54%-1.58%0.77%-6.23%-3.66%6.83%0.53%-2.06%0.78%
2014-2.83%5.26%-1.08%-0.61%2.68%2.07%-2.23%2.88%-2.60%1.34%1.78%-1.19%5.22%

Risk-Adjusted Performance

Risk-Adjusted Performance Rank

The current rank of GWPCX is 50, 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 GWPCX is 5050
Overall Rank
The Sharpe Ratio Rank of GWPCX is 4747
Sharpe Ratio Rank
The Sortino Ratio Rank of GWPCX is 4949
Sortino Ratio Rank
The Omega Ratio Rank of GWPCX is 4848
Omega Ratio Rank
The Calmar Ratio Rank of GWPCX is 5555
Calmar Ratio Rank
The Martin Ratio Rank of GWPCX is 5151
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 C (GWPCX) and compare them to a chosen benchmark (^GSPC). These indicators evaluate an investment's returns against its associated risks.


The chart of Sharpe ratio for GWPCX, currently valued at 0.38, compared to the broader market-1.000.001.002.003.00
GWPCX: 0.38
^GSPC: 0.46
The chart of Sortino ratio for GWPCX, currently valued at 0.66, compared to the broader market-2.000.002.004.006.008.00
GWPCX: 0.66
^GSPC: 0.78
The chart of Omega ratio for GWPCX, currently valued at 1.09, compared to the broader market0.501.001.502.002.503.00
GWPCX: 1.09
^GSPC: 1.11
The chart of Calmar ratio for GWPCX, currently valued at 0.39, compared to the broader market0.002.004.006.008.0010.00
GWPCX: 0.39
^GSPC: 0.48
The chart of Martin ratio for GWPCX, currently valued at 1.52, compared to the broader market0.0010.0020.0030.0040.0050.00
GWPCX: 1.52
^GSPC: 1.94

The current American Funds Growth Portfolio Class C Sharpe ratio is 0.38. This value is calculated based on the past 1 year of trading data and takes into account price changes and dividends.

Use the chart below to compare the Sharpe ratio of American Funds Growth Portfolio Class C with the selected benchmark, providing insights into the investment's historical performance in terms of risk-adjusted returns. Go to the Sharpe ratio tool for more fine-grained control over the calculation options.


Rolling 12-month Sharpe Ratio0.001.002.003.00NovemberDecember2025FebruaryMarchApril
0.38
0.46
GWPCX (American Funds Growth Portfolio Class C)
Benchmark (^GSPC)

Dividends

Dividend History

American Funds Growth Portfolio Class C provided a 5.86% dividend yield over the last twelve months, with an annual payout of $1.36 per share.


0.00%2.00%4.00%6.00%8.00%10.00%$0.00$0.50$1.00$1.5020142015201620172018201920202021202220232024
Dividends
Dividend Yield
PeriodTTM20242023202220212020201920182017201620152014
Dividend$1.36$1.36$0.21$1.69$0.90$0.69$1.04$0.85$0.49$0.54$0.61$0.41

Dividend yield

5.86%5.59%0.96%9.93%3.48%3.04%5.54%5.45%2.73%3.67%4.25%2.77%

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
2025$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$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
2020$0.00$0.00$0.00$0.00$0.00$0.00$0.00$0.00$0.00$0.00$0.00$0.69$0.69
2019$0.00$0.00$0.07$0.00$0.00$0.00$0.00$0.00$0.00$0.00$0.00$0.97$1.04
2018$0.00$0.00$0.00$0.00$0.00$0.00$0.00$0.00$0.00$0.00$0.00$0.85$0.85
2017$0.00$0.00$0.00$0.00$0.00$0.00$0.00$0.00$0.00$0.00$0.00$0.49$0.49
2016$0.00$0.00$0.00$0.00$0.00$0.00$0.00$0.00$0.00$0.00$0.00$0.54$0.54
2015$0.00$0.00$0.00$0.00$0.00$0.00$0.00$0.00$0.00$0.00$0.00$0.61$0.61
2014$0.41$0.41

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.


-20.00%-15.00%-10.00%-5.00%0.00%NovemberDecember2025FebruaryMarchApril
-9.61%
-10.02%
GWPCX (American Funds Growth Portfolio Class C)
Benchmark (^GSPC)

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 9.61%.


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, 2025
-19.12%Jan 29, 2018229Dec 24, 201881Apr 23, 2019310
-18.7%Jun 24, 2015161Feb 11, 2016209Dec 8, 2016370

Volatility

Volatility Chart

The current American Funds Growth Portfolio Class C volatility is 13.61%, 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.


2.00%4.00%6.00%8.00%10.00%12.00%14.00%NovemberDecember2025FebruaryMarchApril
13.61%
14.23%
GWPCX (American Funds Growth Portfolio Class C)
Benchmark (^GSPC)