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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

GWPFX Performance Chart

American Funds Global Growth Fund Class R-6 (GWPFX) is up 11.3% since the beginning of the year. GWPFX is currently trading at $32 per share. Investors who bought $1,000 worth of GWPFX shares 5 years ago would now be looking at an investment worth $1,644.


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S&P 500 Index

Returns By Period

American Funds Global Growth Fund Class R-6 (GWPFX) has returned 11.29% so far this year and 28.69% over the past 12 months. Over the last ten years, GWPFX has had an annualized return of 13.34%, just under the S&P 500 Index benchmark’s 13.75%.


American Funds Global Growth Fund Class R-6

1D
0.16%
1M
5.67%
YTD
11.29%
6M
12.28%
1Y
28.69%
3Y*
22.12%
5Y*
10.45%
10Y*
13.34%

Benchmark (S&P 500 Index)

1D
0.13%
1M
5.25%
YTD
11.16%
6M
11.43%
1Y
28.20%
3Y*
21.12%
5Y*
12.66%
10Y*
13.75%
*Multi-year figures are annualized to reflect compound growth (CAGR)

GWPFX Monthly Returns History

Based on dividend-adjusted daily data since Jan 2, 2013, GWPFX's average daily return is +0.07%, 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 -13.0%. 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%-7.20%11.38%5.72%0.16%11.29%
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 4.27%, 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
4.27%
Beta
0.96
0.20
Upside Capture
98.37%
Downside Capture
100.44%

Expense Ratio

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


Return for Risk

Risk / Return Rank

GWPFX ranks 49 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: 4949
Overall Rank
GWPFX Sharpe Ratio Rank: 5050
Sharpe Ratio Rank
GWPFX Sortino Ratio Rank: 4747
Sortino Ratio Rank
GWPFX Omega Ratio Rank: 4848
Omega Ratio Rank
GWPFX Calmar Ratio Rank: 4444
Calmar Ratio Rank
GWPFX Martin Ratio Rank: 5555
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 S&P 500 Index.


GWPFXBenchmarkDifference

Sharpe ratio

Return per unit of total volatility

2.08

2.39

-0.31

Sortino ratio

Return per unit of downside risk

2.86

3.25

-0.39

Omega ratio

Gain probability vs. loss probability

1.38

1.43

-0.06

Calmar ratio

Return relative to maximum drawdown

2.52

3.11

-0.60

Martin ratio

Return relative to average drawdown

11.11

14.38

-3.27

Dividends

Dividend History

American Funds Global Growth Fund Class R-6 provided a 5.17% 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

5.17%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$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.


Related event

Drawdown

Fall

Recovery

Underwater

2017 bear market2017
-52.51%Aug 2017
28d18d
1mo 16dJul 2017 - Sep 2017
Bear market2022
-34.15%Oct 2022
11mo 1d1y 5mo
2y 4moNov 2021 - Mar 2024
COVID crash2020
-31.87%Mar 2020
1mo 2d3mo 29d
5mo 1dFeb 2020 - Jul 2020
2025 selloff2025
-19.40%Apr 2025
1mo 18d1mo 29d
3mo 17dFeb 2025 - Jun 2025
Rate-hike selloffLate 2018
-18.71%Dec 2018
2mo 27d4mo
6mo 27dSep 2018 - Apr 2019

Drawdown Indicators


GWPFXBenchmarkDifference

Max Drawdown

Largest peak-to-trough decline

-52.51%

-56.78%

+4.27%

Max Drawdown (1Y)

Largest decline over 1 year

-11.78%

-9.10%

-2.68%

Max Drawdown (3Y)

Largest decline over 3 years

-19.40%

-18.90%

-0.50%

Max Drawdown (5Y)

Largest decline over 5 years

-34.15%

-25.43%

-8.72%

Max Drawdown (10Y)

Largest decline over 10 years

-52.51%

-33.92%

-18.59%

Current Drawdown

Current decline from peak

0.00%

0.00%

0.00%

Average Drawdown

Average peak-to-trough decline

-5.74%

-10.72%

+4.98%

Ulcer Index

Depth 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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Portfolio Analyzer

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