CGNAX vs. ACWX
Compare and contrast key facts about American Funds Growth and Income Portfolio (CGNAX) and iShares MSCI ACWI ex U.S. ETF (ACWX).
CGNAX is managed by American Funds. It was launched on May 17, 2012. ACWX is a passively managed fund by iShares that tracks the performance of the MSCI All Country World ex-U.S. Index. It was launched on Mar 26, 2008.
Performance
CGNAX vs. ACWX - Performance Comparison
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CGNAX vs. ACWX - Yearly Performance Comparison
| 2026 (YTD) | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | |
|---|---|---|---|---|---|---|---|---|---|---|
CGNAX American Funds Growth and Income Portfolio | -2.54% | 17.85% | 14.51% | 18.73% | -15.96% | 16.36% | 16.31% | 21.78% | -5.88% | 18.99% |
ACWX iShares MSCI ACWI ex U.S. ETF | 3.37% | 32.59% | 5.17% | 15.63% | -16.07% | 7.67% | 10.29% | 21.05% | -13.99% | 27.20% |
Returns By Period
In the year-to-date period, CGNAX achieves a -2.54% return, which is significantly lower than ACWX's 3.37% return. Over the past 10 years, CGNAX has outperformed ACWX with an annualized return of 9.87%, while ACWX has yielded a comparatively lower 8.81% annualized return.
CGNAX
- 1D
- 2.27%
- 1M
- -5.52%
- YTD
- -2.54%
- 6M
- -0.42%
- 1Y
- 15.52%
- 3Y*
- 14.20%
- 5Y*
- 7.75%
- 10Y*
- 9.87%
ACWX
- 1D
- 1.34%
- 1M
- -5.18%
- YTD
- 3.37%
- 6M
- 7.55%
- 1Y
- 28.49%
- 3Y*
- 15.86%
- 5Y*
- 7.40%
- 10Y*
- 8.81%
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CGNAX vs. ACWX - Expense Ratio Comparison
CGNAX has a 0.36% expense ratio, which is higher than ACWX's 0.32% expense ratio.
Return for Risk
CGNAX vs. ACWX — Risk / Return Rank
CGNAX
ACWX
CGNAX vs. ACWX - Risk-Adjusted Trends Comparison
This table presents a comparison of risk-adjusted performance metrics for American Funds Growth and Income Portfolio (CGNAX) and iShares MSCI ACWI ex U.S. ETF (ACWX). Risk-adjusted metrics are performance indicators that assess an investment's returns in relation to its risk, enabling a more accurate comparison of different investment options.
| CGNAX | ACWX | Difference | |
|---|---|---|---|
Sharpe ratioReturn per unit of total volatility | 1.25 | 1.65 | -0.40 |
Sortino ratioReturn per unit of downside risk | 1.84 | 2.25 | -0.41 |
Omega ratioGain probability vs. loss probability | 1.26 | 1.33 | -0.07 |
Calmar ratioReturn relative to maximum drawdown | 1.82 | 2.53 | -0.71 |
Martin ratioReturn relative to average drawdown | 7.83 | 9.65 | -1.82 |
Data is calculated on a 1-year rolling basis and updated daily. The trend shows the change in the indicator over the past month. | |||
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Sharpe Ratios by Period
| CGNAX | ACWX | Difference | |
|---|---|---|---|
Sharpe Ratio (1Y)Calculated over the trailing 1-year period | 1.25 | 1.65 | -0.40 |
Sharpe Ratio (5Y)Calculated over the trailing 5-year period | 0.62 | 0.46 | +0.16 |
Sharpe Ratio (10Y)Calculated over the trailing 10-year period | 0.75 | 0.51 | +0.24 |
Sharpe Ratio (All Time)Calculated using the full available price history | 0.80 | 0.21 | +0.60 |
Correlation
The correlation between CGNAX and ACWX is 0.89, which is considered to be high. That indicates a strong positive relationship between their price movements. Having highly-correlated positions in a portfolio may signal a lack of diversification, potentially leading to increased risk during market downturns.
Dividends
CGNAX vs. ACWX - Dividend Comparison
CGNAX's dividend yield for the trailing twelve months is around 5.62%, more than ACWX's 2.73% yield.
| TTM | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
CGNAX American Funds Growth and Income Portfolio | 5.62% | 5.48% | 4.79% | 2.78% | 6.42% | 5.11% | 3.97% | 5.48% | 6.06% | 3.40% | 4.30% | 4.51% |
ACWX iShares MSCI ACWI ex U.S. ETF | 2.73% | 2.82% | 2.97% | 2.96% | 2.68% | 2.74% | 1.88% | 3.22% | 2.60% | 2.40% | 2.77% | 2.51% |
Drawdowns
CGNAX vs. ACWX - Drawdown Comparison
The maximum CGNAX drawdown since its inception was -26.56%, smaller than the maximum ACWX drawdown of -60.40%. Use the drawdown chart below to compare losses from any high point for CGNAX and ACWX.
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Drawdown Indicators
| CGNAX | ACWX | Difference | |
|---|---|---|---|
Max DrawdownLargest peak-to-trough decline | -26.56% | -60.40% | +33.84% |
Max Drawdown (1Y)Largest decline over 1 year | -8.84% | -11.42% | +2.58% |
Max Drawdown (5Y)Largest decline over 5 years | -23.14% | -30.07% | +6.93% |
Max Drawdown (10Y)Largest decline over 10 years | -26.56% | -35.38% | +8.82% |
Current DrawdownCurrent decline from peak | -6.20% | -7.28% | +1.08% |
Average DrawdownAverage peak-to-trough decline | -3.48% | -13.44% | +9.96% |
Ulcer IndexDepth and duration of drawdowns from previous peaks | 2.05% | 3.00% | -0.95% |
Volatility
CGNAX vs. ACWX - Volatility Comparison
The current volatility for American Funds Growth and Income Portfolio (CGNAX) is 4.79%, while iShares MSCI ACWI ex U.S. ETF (ACWX) has a volatility of 7.85%. This indicates that CGNAX experiences smaller price fluctuations and is considered to be less risky than ACWX based on this measure. The chart below showcases a comparison of their rolling one-month volatility.
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Volatility by Period
| CGNAX | ACWX | Difference | |
|---|---|---|---|
Volatility (1M)Calculated over the trailing 1-month period | 4.79% | 7.85% | -3.06% |
Volatility (6M)Calculated over the trailing 6-month period | 7.91% | 11.78% | -3.87% |
Volatility (1Y)Calculated over the trailing 1-year period | 12.85% | 17.38% | -4.53% |
Volatility (5Y)Calculated over the trailing 5-year period, annualized | 12.54% | 16.05% | -3.51% |
Volatility (10Y)Calculated over the trailing 10-year period, annualized | 13.15% | 17.29% | -4.14% |