GWPCX vs. VT

In the year-to-date period, GWPCX achieves a 3.37% return, which is significantly lower than VT's 5.75% return. Over the past 10 years, GWPCX has underperformed VT with an annualized return of 4.75%, while VT has yielded a comparatively higher 9.14% annualized return.

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GWPCX has a 1.49% expense ratio, which is higher than VT's 0.07% expense ratio.

This table presents a comparison of risk-adjusted performance metrics for American Funds Growth Portfolio Class C (GWPCX) and Vanguard Total World Stock ETF (VT). 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.

The current GWPCX Sharpe Ratio is 0.27, which is lower than the VT Sharpe Ratio of 0.69. The chart below compares the historical Sharpe Ratios of GWPCX and VT, offering insights into how both investments have performed under varying market conditions. These values are calculated using daily returns over the previous 12 months.

GWPCX has not paid dividends to shareholders, while VT's dividend yield for the trailing twelve months is around 1.82%.

The maximum GWPCX drawdown since its inception was -39.29%, smaller than the maximum VT drawdown of -50.27%. Use the drawdown chart below to compare losses from any high point for GWPCX and VT. For additional features, visit the drawdowns tool.

American Funds Growth Portfolio Class C (GWPCX) has a higher volatility of 4.68% compared to Vanguard Total World Stock ETF (VT) at 3.70%. This indicates that GWPCX's price experiences larger fluctuations and is considered to be riskier than VT based on this measure. The chart below showcases a comparison of their rolling one-month volatility.