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American Funds Global Growth Fund Class R-6 (GWPFX...
Performance
Return for Risk
Dividends
Drawdowns
Volatility

Fund Info

ISIN
US02567B4033
CUSIP
02567B403
Inception Date
May 18, 2009
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 Global Growth Fund Class R-6, 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 Global Growth Fund Class R-6 (GWPFX) has returned -8.70% so far this year and 15.86% over the past 12 months. Over the last ten years, GWPFX has returned 11.48% per year, falling short of the S&P 500 Index benchmark, which averaged 12.16% annually.


American Funds Global Growth Fund Class R-6

1D
-0.64%
1M
-10.22%
YTD
-8.70%
6M
-5.94%
1Y
15.86%
3Y*
15.98%
5Y*
7.26%
10Y*
11.48%

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, GWPFX's average daily return is +0.06%, while the average monthly return is +0.97%. At this rate, your investment would double in approximately 6.0 years.

Historically, 68% of months were positive and 32% were negative. The best month was Apr 2020 with a return of +12.5%, while the worst month was Mar 2020 at -13.0%. The longest winning streak lasted 15 consecutive months, and the longest losing streak was 3 months.

On a daily basis, GWPFX closed higher 54% of trading days. The best single day was Aug 25, 2017 with a return of +106.7%, while the worst single day was Aug 24, 2017 at -51.6%.


JanFebMarAprMayJunJulAugSepOctNovDecTotal
20262.00%-0.30%-10.22%-8.70%
20254.33%-3.06%-6.15%1.49%7.43%6.43%1.36%1.83%2.84%2.46%0.33%0.23%20.46%
20240.67%6.09%2.97%-4.47%3.92%3.07%1.03%2.08%2.31%-1.36%4.85%-2.22%20.08%
20238.62%-2.24%2.67%0.94%0.82%6.13%3.66%-2.14%-5.08%-3.10%10.11%6.45%28.78%
2022-9.53%-3.08%1.42%-10.50%-0.99%-8.94%8.82%-3.62%-8.66%5.48%6.18%-5.17%-26.99%
2021-0.35%2.73%1.27%5.12%0.16%2.45%1.00%3.29%-3.96%6.71%-3.29%2.53%18.56%

Benchmark Metrics

American Funds Global Growth Fund Class R-6 has an annualized alpha of 4.16%, beta of 0.96, and R² of 0.20 versus S&P 500 Index. Calculated based on daily prices since January 03, 2013.

  • R² of 0.20 means this fund moves largely independently of S&P 500 Index — capture ratios reflect limited market correlation rather than active downside protection. Consider using a more representative benchmark.

Alpha
4.16%
Beta
0.96
0.20
Upside Capture
97.84%
Downside Capture
100.62%

Expense Ratio

GWPFX has an expense ratio of 0.47%, placing it in the medium range.


Return for Risk

Risk / Return Rank

GWPFX ranks 40 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.


GWPFX Risk / Return Rank: 4040
Overall Rank
GWPFX Sharpe Ratio Rank: 3737
Sharpe Ratio Rank
GWPFX Sortino Ratio Rank: 4141
Sortino Ratio Rank
GWPFX Omega Ratio Rank: 3939
Omega Ratio Rank
GWPFX Calmar Ratio Rank: 4242
Calmar Ratio Rank
GWPFX Martin Ratio Rank: 4444
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 Global Growth Fund Class R-6 (GWPFX) and compare them to a chosen benchmark (S&P 500 Index).


GWPFXBenchmarkDifference

Sharpe ratio

Return per unit of total volatility

0.84

0.90

-0.06

Sortino ratio

Return per unit of downside risk

1.31

1.39

-0.08

Omega ratio

Gain probability vs. loss probability

1.19

1.21

-0.03

Calmar ratio

Return relative to maximum drawdown

1.10

1.40

-0.30

Martin ratio

Return relative to average drawdown

4.55

6.61

-2.06

Explore GWPFX 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 Global Growth Fund Class R-6 provided a 6.30% dividend yield over the last twelve months, with an annual payout of $1.67 per share. The fund has been increasing its distributions for 2 consecutive years.


2.00%4.00%6.00%8.00%10.00%$0.00$0.50$1.00$1.5020152016201720182019202020212022202320242025
Dividends
Dividend Yield
PeriodTTM20252024202320222021202020192018201720162015
Dividend$1.67$1.67$1.48$0.36$1.74$0.90$0.79$1.10$0.98$0.60$0.64$0.69

Dividend yield

6.30%5.75%5.81%1.60%9.84%3.39%3.41%5.77%6.18%3.35%4.30%4.75%

Monthly Dividends

The table displays the monthly dividend distributions for American Funds Global Growth Fund Class R-6. 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$1.67$1.67
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$1.74$1.74
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 Global Growth Fund Class R-6. 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 Global Growth Fund Class R-6 was 52.51%, occurring on Aug 24, 2017. Recovery took 11 trading sessions.

The current American Funds Global Growth Fund Class R-6 drawdown is 11.78%.


Depth

Start

To Bottom

Bottom

To Recover

End

Total

-52.51%Jul 27, 201721Aug 24, 201711Sep 11, 201732
-34.15%Nov 17, 2021229Oct 14, 2022359Mar 21, 2024588
-31.87%Feb 20, 202023Mar 23, 202082Jul 20, 2020105
-19.4%Feb 19, 202535Apr 8, 202541Jun 6, 202576
-18.71%Sep 28, 201860Dec 24, 201881Apr 23, 2019141

Volatility

Volatility Chart

The chart below shows the rolling one-month volatility.


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