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RGAGX: GROWTH FUND OF AMERICA CLASS R-6 (MUTUAL FUND)
Basic Info 84.89 3.37(3.82%) June 05
| Asset Class: | LARGE GROWTH |
| MyPlanIQ Rating: | (25%) |
| Start Date: | 05/04/2009 |
| Last Dividend Date: | 12/17/2025 |
| 12-Mo. Yield | 11.49% |
| 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 | Inception** | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | 2013 | 2012 | 2011 | 2010 | 2009 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return(%) | -4.4 | 5.4 | 20.9 | 23.7 | 11.6 | 15.9 | 14.6 | 15.5 | 20.1 | 28.4 | 37.7 | -30.5 | 19.7 | 38.3 | 28.8 | -2.9 | 26.5 | 8.8 | 5.8 | 9.9 | 34.4 | 21.0 | -4.5 | 12.7 | 23.4 |
| Sharpe Ratio | NA | 1.39 | 1.67 | 1.3 | 0.5 | 0.75 | NA | 0.79 | 0.8 | 1.58 | 2.28 | -1.09 | 1.19 | 1.18 | 2.02 | -0.23 | 3.38 | 0.6 | 0.38 | 0.77 | 3.01 | 1.58 | -0.2 | 0.72 | 2.13 |
| Draw Down(%) | NA | 13.7 | 13.7 | 21.5 | 36.2 | 36.2 | NA | 36.2 | 21.5 | 10.0 | 10.7 | 34.1 | 8.6 | 30.3 | 7.9 | 20.9 | 3.3 | 14.1 | 11.5 | 8.6 | 6.0 | 10.1 | 21.2 | 15.0 | 7.1 |
| Standard Deviation(%) | NA | 17.5 | 15.1 | 17.8 | 20.3 | 19.8 | NA | 18.4 | 21.6 | 15.7 | 15.1 | 29.4 | 16.5 | 32.0 | 13.6 | 18.5 | 7.7 | 14.4 | 15.0 | 12.8 | 11.4 | 13.4 | 23.1 | 17.4 | 17.4 |
| Treynor Ratio | NA | 0.27 | 0.29 | 0.28 | 0.13 | 0.18 | NA | 0.18 | 0.2 | 0.31 | 0.45 | -0.41 | 0.27 | 0.46 | 0.44 | -0.05 | 0.31 | 0.09 | 0.06 | 0.11 | 0.37 | 0.24 | -0.05 | 0.14 | 0.41 |
| Alpha | NA | 0.06 | 0.04 | 0.02 | 0.02 | 0.01 | NA | 0.01 | 0.02 | 0.01 | 0.01 | 0.01 | 0.04 | -0.02 | 0.01 | -0.02 | 0.0 | 0.04 | -0.01 | -0.01 | 0.01 | 0.02 | -0.02 | 0.01 | 0.0 |
| Beta | NA | 0.89 | 0.87 | 0.83 | 0.8 | 0.8 | NA | 0.83 | 0.86 | 0.79 | 0.77 | 0.78 | 0.73 | 0.83 | 0.62 | 0.87 | 0.83 | 0.93 | 0.91 | 0.92 | 0.93 | 0.88 | 0.86 | 0.89 | 0.91 |
| RSquared | NA | 0.9 | 0.91 | 0.95 | 0.95 | 0.91 | NA | 0.93 | 0.97 | 0.94 | 0.93 | 0.97 | 0.9 | 0.88 | 0.7 | 0.96 | 0.86 | 0.91 | 0.96 | 0.96 | 0.95 | 0.93 | 0.97 | 0.98 | 0.96 |
| Yield(%) | N/A | 0.0 | N/A | N/A | N/A | N/A | N/A | N/A | 11.9 | 11.1 | 9.9 | 2.9 | 9.4 | 6.0 | 9.2 | 10.5 | 8.6 | 7.2 | 8.9 | 10.2 | 8.6 | 1.4 | 1.1 | 1.3 | 1.2 |
| Dividend Growth(%) | N/A | -100.0 | N/A | N/A | N/A | N/A | N/A | N/A | 27.9 | 42.3 | 121.3 | -65.2 | 104.1 | -21.2 | -25.8 | 45.3 | 24.5 | -23.2 | -13.0 | 44.4 | 642.4 | 21.1 | -4.0 | 25.8 | N/A |
*: NOT annualized;YTD: Year to Date
**Inception: starting from 05/01/2009
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