Nasdaq - Delayed Quote USD
American Funds Global Growth Port R5E (RGTFX)
23.88
+0.08
+(0.34%)
As of 8:06:30 AM EST. Market Open.
Performance Overview
| Morningstar Return Rating | -- |
| YTD Return | 6.18% |
| 5y Average Return | 9.65% |
| Number of Years Up | 7 |
| Number of Years Down | 2 |
| Best 1Y Total Return (Feb 18, 2025) | 28.99% |
| Worst 1Y Total Return (Feb 18, 2025) | -- |
| Best 3Y Total Return | 28.99% |
| Worst 3Y Total Return | 1.60% |
Trailing Returns (%) Vs. Benchmarks
Monthly Total Returns
RGTFX
Category
- YTD
- 4.22%
- 9.95%
- 1-Month
- 4.22%
- 2.98%
- 3-Month
- 5.16%
- 8.22%
- 1-Year
- 19.76%
- 40.81%
- 3-Year
- 6.75%
- 19.17%
- 5-Year
- 10.19%
- 18.49%
- 10-Year
- 9.73%
- 11.83%
- Last Bull Market
- 13.11%
- 21.12%
- Last Bear Market
- -18.11%
- -20.34%
Annual Total Return (%) History
Year
RGTFX
Category
Past Quarterly Returns
| Year | Q1 | Q2 | Q3 | Q4 |
|---|---|---|---|---|
| 2024 | 8.37% | 1.81% | 5.73% | -1.35% |
| 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 | 50 |
| 1-Month | 50 |
| 3-Month | 51 |
| 1-Year | 45 |
| 3-Year | 40 |
| 5-Year | 57 |
Load Adjusted Returns
| 1-Year | 19.76% |
| 3-Year | 6.75% |
| 5-Year | 10.19% |
| 10-Year | 9.73% |
Performance & Risk
| YTD Return | 6.18% |
| 5y Average Return | 9.65% |
| Rank in Category (ytd) | 50 |
| % Rank in Category (ytd) | -- |
| Beta (5Y Monthly) | 1.05 |
| Morningstar Risk Rating |
Fund Overview
| Category | World Large-Stock Growth |
| Fund Family | American Funds |
| Net Assets | 6.29B |
| YTD Return | 4.22% |
| Yield | 0.84% |
| 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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