GWPAX vs. PERI
Compare and contrast key facts about American Funds Growth Portfolio Class A (GWPAX) and Perion Network Ltd. (PERI).
GWPAX is managed by American Funds. It was launched on May 18, 2012.
Scroll down to visually compare performance, riskiness, drawdowns, and other indicators and decide which better suits your portfolio: GWPAX or PERI.
Key characteristics
| GWPAX | PERI | |
|---|---|---|
| YTD Return | 21.04% | -71.69% |
| 1Y Return | 30.83% | -69.59% |
| 3Y Return (Ann) | 3.50% | -33.76% |
| 5Y Return (Ann) | 12.12% | 11.19% |
| 10Y Return (Ann) | 10.75% | -6.62% |
| Sharpe Ratio | 2.29 | -1.06 |
| Sortino Ratio | 3.08 | -1.54 |
| Omega Ratio | 1.41 | 0.70 |
| Calmar Ratio | 1.95 | -0.84 |
| Martin Ratio | 14.53 | -1.21 |
| Ulcer Index | 2.14% | 57.18% |
| Daily Std Dev | 13.55% | 65.43% |
| Max Drawdown | -34.15% | -95.14% |
| Current Drawdown | -1.82% | -80.18% |
Correlation
The correlation between GWPAX and PERI is 0.38, which is considered to be low. This implies their price changes are not closely related. A low correlation is generally favorable for portfolio diversification, as it helps to reduce overall risk by spreading it across multiple assets with different performance patterns.
Performance
GWPAX vs. PERI - Performance Comparison
In the year-to-date period, GWPAX achieves a 21.04% return, which is significantly higher than PERI's -71.69% return. Over the past 10 years, GWPAX has outperformed PERI with an annualized return of 10.75%, while PERI has yielded a comparatively lower -6.62% annualized return. The chart below displays the growth of a $10,000 investment in both assets, with all prices adjusted for splits and dividends.
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Risk-Adjusted Performance
GWPAX vs. PERI - Risk-Adjusted Performance Comparison
This table presents a comparison of risk-adjusted performance metrics for American Funds Growth Portfolio Class A (GWPAX) and Perion Network Ltd. (PERI). 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.
Dividends
GWPAX vs. PERI - Dividend Comparison
GWPAX's dividend yield for the trailing twelve months is around 0.58%, while PERI has not paid dividends to shareholders.
| TTM | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | 2013 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
GWPAX American Funds Growth Portfolio Class A | 0.58% | 0.70% | 0.35% | 0.03% | 0.44% | 0.84% | 1.00% | 0.70% | 1.01% | 0.73% | 3.99% | 1.36% |
PERI Perion Network Ltd. | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% |
Drawdowns
GWPAX vs. PERI - Drawdown Comparison
The maximum GWPAX drawdown since its inception was -34.15%, smaller than the maximum PERI drawdown of -95.14%. Use the drawdown chart below to compare losses from any high point for GWPAX and PERI. For additional features, visit the drawdowns tool.
Volatility
GWPAX vs. PERI - Volatility Comparison
The current volatility for American Funds Growth Portfolio Class A (GWPAX) is 3.72%, while Perion Network Ltd. (PERI) has a volatility of 9.96%. This indicates that GWPAX experiences smaller price fluctuations and is considered to be less risky than PERI based on this measure. The chart below showcases a comparison of their rolling one-month volatility.