Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| CGQGX (AMERICAN FUNDS GROWTH PORTFOLIO CLASS ABLE-A) | 5.69% | 19.68% | 19.67% | 9.26% | NA | NA | NA | … | … |
Data as of 06/10/2026, Common starting date is 07/16/2018
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| CGQGX (AMERICAN FUNDS GROWTH PORTFOLIO CLASS ABLE-A) | 07/16/2018 | 06/10/2026 |
| Last 1 Week | 1 Yr | 3 Yr | 5 Yr | 10 Yr | 15 Yr | 20 Yr | Common | Inception | YTD | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return (%) | -4.42 | 19.68 | 19.67 | 9.26 | NA | NA | NA | … | … | 5.69 | 21.84 | 20.24 | 28.94 | -26.91 | 18.79 | 25.41 | 27.20 | -12.23 |
| Sharpe Ratio | NA | 1.38 | 1.09 | 0.39 | NA | NA | NA | … | … | 0.84 | 1.01 | 1.18 | 1.86 | -1.08 | 1.27 | 0.81 | 2.10 | -1.49 |
| Standard Deviation(%) | NA | 14.66 | 16.13 | 18.31 | NA | NA | NA | … | … | 17.40 | 19.19 | 14.07 | 13.75 | 26.37 | 14.81 | 30.85 | 12.26 | 17.59 |
| Draw Down(%) | NA | 11.73 | 19.39 | 34.08 | NA | NA | NA | … | … | 11.73 | 19.39 | 8.96 | 11.39 | 32.19 | 7.51 | 31.86 | 6.76 | 18.71 |
| Yield(%) | 0.00 | 6.24 | 5.86 | 4.94 | 4.80 | 3.20 | 2.40 | … | … | 0.00 | 6.64 | 6.82 | 2.15 | 6.68 | 4.13 | 4.19 | 7.08 | 5.40 |
Data as of 06/10/2026, Common starting date is 07/16/2018
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| CGQGX (AMERICAN FUNDS GROWTH PORTFOLIO CLASS ABLE-A) |
2.57%
Apr 2021 – Apr 2024 |
6.27%
Sep 2018 – Sep 2023 |
0.00%
NA |
0.00%
NA |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| CGQGX (AMERICAN FUNDS GROWTH PORTFOLIO CLASS ABLE-A) |
24.46%
Sep 2022 – Sep 2025 |
14.68%
Mar 2020 – Mar 2025 |
0.00%
NA |
0.00%
NA |
Annualized Rolling Returns Comparison Chart