Nasdaq - Delayed Quote USD

American Funds Global Growth Port R5E (RGTFX)

22.44 -0.09 (-0.40%)
At close: June 14 at 8:00 PM EDT

Performance Overview

Morningstar Return Rating --
YTD Return 9.89%
5y Average Return 10.62%
Number of Years Up 6
Number of Years Down 2
Best 1Y Total Return (Jun 14, 2024) 28.99%
Worst 1Y Total Return (Jun 14, 2024) --
Best 3Y Total Return 28.99%
Worst 3Y Total Return 1.60%

Trailing Returns (%) Vs. Benchmarks

Monthly Total Returns
RGTFX
Category
YTD
8.23%
9.95%
1-Month
3.85%
2.98%
3-Month
2.79%
8.22%
1-Year
22.85%
40.81%
3-Year
1.71%
19.17%
5-Year
10.99%
18.49%
10-Year
8.50%
11.83%
Last Bull Market
25.64%
21.12%
Last Bear Market
-18.11%
-20.34%

Annual Total Return (%) History

Year
RGTFX
Category
2024
--
--
2023
24.37%
--
2022
-25.53%
--
2021
13.22%
--
2020
27.67%
32.67%
2019
28.22%
30.40%
2018
-8.82%
-7.79%
2017
28.99%
30.22%

2016
3.86%
2.42%

Past Quarterly Returns

YearQ1Q2Q3Q4
2024 8.37% -- -- --
2023 8.97% 6.19% -4.32% 12.33%
2022 -11.34% -18.11% -5.70% 8.76%
2021 2.22% 7.43% -0.78% 3.91%
2020 -19.95% 23.43% 10.19% 17.27%
2019 13.32% 3.69% -1.13% 10.36%
2018 1.26% 1.30% 2.51% -13.28%
2017 9.36% 5.97% 5.70% 5.30%
2016 -1.23% 0.74% 6.13% -1.64%

Rank in Category (By Total Return)

YTD 55
1-Month 60
3-Month 42
1-Year 45
3-Year 57
5-Year 60

Load Adjusted Returns

1-Year 22.85%
3-Year 1.71%
5-Year 10.99%
10-Year 8.50%

Performance & Risk

YTD Return 9.89%
5y Average Return 10.62%
Rank in Category (ytd) 55
% Rank in Category (ytd) --
Beta (5Y Monthly) 1.07
Morningstar Risk Rating

Fund Overview

Category World Large-Stock Growth
Fund Family American Funds
Net Assets 5.96B
YTD Return 8.23%
Yield 1.08%
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. The fund will typically have significant exposure to issuers domiciled outside the United States. It will seek to invest at least 25% of its net assets in underlying funds that invest significantly (under normal market conditions, at least 40%) in issuers domiciled outside the United States.

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