Nasdaq - Delayed Quote USD
American Funds Growth Portfolio (RGSFX)
21.58
-0.25
(-1.15%)
At close: 8:02:10 PM EDT
Performance Overview
| Morningstar Return Rating | -- |
| YTD Return | -13.82% |
| 5y Average Return | 12.20% |
| Number of Years Up | 7 |
| Number of Years Down | 2 |
| Best 1Y Total Return (Apr 7, 2025) | 29.03% |
| Worst 1Y Total Return (Apr 7, 2025) | -- |
| Best 3Y Total Return | 29.03% |
| Worst 3Y Total Return | 3.03% |
Trailing Returns (%) Vs. Benchmarks
Monthly Total Returns
RGSFX
Category
- YTD
- -5.05%
- 13.38%
- 1-Month
- -6.13%
- 1.16%
- 3-Month
- -5.05%
- 6.75%
- 1-Year
- 3.94%
- 40.77%
- 3-Year
- 6.71%
- 13.59%
- 5-Year
- 14.83%
- 13.52%
- 10-Year
- 9.83%
- 10.48%
- Last Bull Market
- 17.07%
- 21.11%
- Last Bear Market
- -19.26%
- -19.34%
Annual Total Return (%) History
Year
RGSFX
Category
Past Quarterly Returns
| Year | Q1 | Q2 | Q3 | Q4 |
|---|---|---|---|---|
| 2025 | -5.05% | -- | -- | -- |
| 2024 | 10.05% | 2.41% | 5.58% | 1.25% |
| 2023 | 9.04% | 8.14% | -3.67% | 13.59% |
| 2022 | -11.02% | -19.26% | -4.15% | 6.39% |
| 2021 | 3.72% | 7.93% | 0.27% | 5.86% |
| 2020 | -19.15% | 23.49% | 8.99% | 15.45% |
| 2019 | 12.93% | 3.24% | -1.30% | 10.76% |
| 2018 | 1.22% | 3.07% | 4.04% | -13.78% |
| 2017 | 7.45% | 4.50% | 5.44% | 6.00% |
| 2016 | -0.69% | 1.81% | 6.09% | 0.31% |
Rank in Category (By Total Return)
| YTD | 94 |
| 1-Month | 93 |
| 3-Month | 94 |
| 1-Year | 62 |
| 3-Year | 6 |
| 5-Year | 21 |
Load Adjusted Returns
| 1-Year | 3.94% |
| 3-Year | 6.71% |
| 5-Year | 14.83% |
| 10-Year | 9.83% |
Performance & Risk
| YTD Return | -13.82% |
| 5y Average Return | 12.20% |
| Rank in Category (ytd) | 94 |
| % Rank in Category (ytd) | -- |
| Beta (5Y Monthly) | 1.35 |
| Morningstar Risk Rating |
Fund Overview
| Category | Allocation--85%+ Equity |
| Fund Family | American Funds |
| Net Assets | 19.55B |
| YTD Return | -5.05% |
| Yield | 0.68% |
| Morningstar Rating | |
| Inception Date | Oct 30, 2020 |
Fund Summary
The fund invests in a mix of American Funds in different combinations and weightings. The underlying American Funds will primarily consist of growth funds. Through its investments in the underlying funds, the fund will have significant exposure to growth-oriented common stocks. It will typically have significant exposure to issuers domiciled outside the United States. The fund may also have exposure to smaller capitalization issuers and issuers domiciled in emerging markets.
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