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RGACX: GROWTH FUND OF AMERICA CLASS R-3 (MUTUAL FUND)
Basic Info 81.37 3.23(3.82%) June 05
| Asset Class: | LARGE GROWTH |
| MyPlanIQ Rating: | (37%) |
| Start Date: | 06/10/2002 |
| Last Dividend Date: | 12/17/2025 |
| 12-Mo. Yield | 11.27% |
| Expenses | 0.30% |
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Performance Analytics (As of 06/04/2026)
Not up-to-date? Try| Last 1 Week* | YTD*(2026) | 1 Yr | 3 Yr | 5 Yr | 10 Yr | 15 Yr | 20 Yr | Inception** | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | 2013 | 2012 | 2011 | 2010 | 2009 | 2008 | 2007 | 2006 | 2005 | 2004 | 2003 | 2002 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return(%) | -4.4 | 5.1 | 20.2 | 22.9 | 8.3 | 13.3 | 12.7 | 10.0 | 10.4 | 19.3 | 27.6 | 36.8 | -33.5 | 9.5 | 31.9 | 27.7 | -3.5 | 25.7 | 8.1 | 5.1 | 9.2 | 33.6 | 20.2 | -5.1 | 12.0 | 34.1 | -39.2 | 10.6 | 10.6 | 13.9 | 11.6 | 32.3 | -12.3 |
| Sharpe Ratio | NA | 1.34 | 1.62 | 1.26 | 0.32 | 0.61 | NA | NA | 0.48 | 0.76 | 1.53 | 2.22 | -1.18 | 0.51 | 0.98 | 1.94 | -0.27 | 3.3 | 0.55 | 0.34 | 0.71 | 2.93 | 1.52 | -0.22 | 0.68 | 1.43 | -1.12 | 0.52 | 0.7 | 1.23 | 0.98 | 2.01 | -0.82 |
| Draw Down(%) | NA | 13.8 | 13.8 | 21.6 | 42.3 | 42.3 | NA | NA | 52.1 | 21.6 | 10.0 | 10.8 | 35.3 | 15.9 | 30.4 | 8.0 | 21.0 | 3.3 | 14.1 | 11.7 | 8.7 | 6.1 | 10.2 | 21.4 | 15.1 | 20.7 | 49.4 | 8.9 | 10.4 | 6.5 | 9.6 | 12.4 | 22.3 |
| Standard Deviation(%) | NA | 17.5 | 15.2 | 17.8 | 20.7 | 20.0 | NA | NA | 19.0 | 21.6 | 15.7 | 15.1 | 29.7 | 18.6 | 32.2 | 13.6 | 18.5 | 7.6 | 14.4 | 15.0 | 12.8 | 11.4 | 13.4 | 23.1 | 17.3 | 23.8 | 35.7 | 14.2 | 10.4 | 9.4 | 10.8 | 15.7 | 26.7 |
| Treynor Ratio | NA | 0.26 | 0.28 | 0.27 | 0.08 | 0.15 | NA | NA | 0.11 | 0.19 | 0.3 | 0.43 | -0.45 | 0.13 | 0.38 | 0.42 | -0.06 | 0.31 | 0.09 | 0.06 | 0.1 | 0.36 | 0.23 | -0.06 | 0.13 | 0.36 | -0.43 | 0.09 | 0.1 | 0.16 | 0.15 | 0.41 | -0.31 |
| Alpha | NA | 0.05 | 0.03 | 0.02 | 0.01 | 0.0 | NA | NA | 0.0 | 0.02 | 0.01 | 0.01 | -0.01 | 0.0 | -0.04 | 0.0 | -0.02 | 0.0 | 0.03 | -0.01 | -0.01 | 0.0 | 0.01 | -0.02 | 0.01 | 0.0 | -0.02 | 0.01 | 0.03 | 0.02 | 0.02 | 0.04 | -0.01 |
| Beta | NA | 0.89 | 0.87 | 0.83 | 0.8 | 0.8 | NA | NA | 0.83 | 0.86 | 0.79 | 0.77 | 0.79 | 0.73 | 0.83 | 0.62 | 0.87 | 0.82 | 0.93 | 0.91 | 0.92 | 0.93 | 0.89 | 0.86 | 0.89 | 0.95 | 0.93 | 0.84 | 0.73 | 0.71 | 0.69 | 0.77 | 0.7 |
| RSquared | NA | 0.9 | 0.91 | 0.95 | 0.91 | 0.89 | NA | NA | 0.91 | 0.97 | 0.94 | 0.93 | 0.96 | 0.71 | 0.87 | 0.7 | 0.96 | 0.86 | 0.91 | 0.96 | 0.96 | 0.95 | 0.93 | 0.97 | 0.98 | 0.96 | 0.96 | 0.93 | 0.84 | 0.79 | 0.87 | 0.9 | 0.92 |
| Yield(%) | N/A | 0.0 | N/A | N/A | N/A | N/A | N/A | N/A | N/A | 11.6 | 10.7 | 9.4 | 0.0 | 0.0 | 0.0 | 8.3 | 10.0 | 7.9 | 6.6 | 8.3 | 9.7 | 8.0 | 0.6 | 0.4 | 0.6 | 0.8 | 0.5 | 7.2 | 4.2 | 1.3 | 0.3 | 0.1 | 0.0 |
| Dividend Growth(%) | N/A | -100.0 | N/A | N/A | N/A | N/A | N/A | N/A | N/A | 29.8 | 43.6 | N/A | N/A | N/A | -100.0 | -29.5 | 48.5 | 25.7 | -24.8 | -14.0 | 47.5 | 1593.3 | 52.3 | -36.7 | 4.3 | -0.6 | -93.0 | 79.2 | 262.3 | 486.9 | 221.1 | N/A | N/A |
*: NOT annualized;YTD: Year to Date
**Inception: starting from 05/31/2002
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