Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| GWPAX (AMERICAN FUNDS GROWTH PORTFOLIO CLASS A) | 7.53% | 22.22% | 20.77% | 6.92% | 10.74% | NA | NA | … | … |
Data as of 06/08/2026, Common starting date is 05/24/2012
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| GWPAX (AMERICAN FUNDS GROWTH PORTFOLIO CLASS A) | 05/24/2012 | 06/08/2026 |
| 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 | 2017 | 2016 | 2015 | 2014 | 2013 | 2012 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return (%) | -3.38 | 22.22 | 20.77 | 6.92 | 10.74 | NA | NA | … | … | 7.53 | 20.46 | 20.17 | 28.76 | -33.39 | 14.72 | 21.67 | 27.18 | -6.62 | 25.11 | 4.07 | 1.48 | 5.83 | 29.83 | 12.82 |
| Sharpe Ratio | NA | 1.37 | 1.08 | 0.23 | 0.49 | NA | NA | … | … | 0.83 | 0.92 | 1.18 | 1.84 | -1.23 | 0.97 | 0.69 | 2.11 | -0.50 | 3.70 | 0.27 | 0.10 | 0.53 | 2.81 | 1.70 |
| Standard Deviation(%) | NA | 14.68 | 16.14 | 18.95 | 18.51 | NA | NA | … | … | 17.44 | 19.10 | 14.06 | 13.74 | 28.28 | 15.12 | 31.00 | 12.19 | 16.05 | 6.64 | 14.30 | 13.83 | 10.89 | 10.61 | 13.14 |
| Draw Down(%) | NA | 11.78 | 19.42 | 38.55 | 38.55 | NA | NA | … | … | 11.78 | 19.42 | 9.00 | 11.39 | 34.62 | 7.52 | 31.82 | 6.78 | 18.71 | 2.60 | 12.41 | 13.20 | 8.63 | 7.13 | 5.38 |
| Yield(%) | 0.00 | 6.18 | 5.83 | 2.82 | 4.33 | 5.22 | 3.91 | … | … | 0.00 | 6.55 | 6.71 | 2.05 | 0.23 | 0.03 | 0.53 | 6.95 | 5.38 | 4.07 | 1.06 | 4.69 | 3.29 | 1.03 | 1.07 |
Data as of 06/08/2026, Common starting date is 05/24/2012
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| GWPAX (AMERICAN FUNDS GROWTH PORTFOLIO CLASS A) |
-2.40%
Dec 2019 – Dec 2022 |
2.00%
Dec 2017 – Dec 2022 |
5.93%
Oct 2013 – Oct 2023 |
0.00%
NA |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| GWPAX (AMERICAN FUNDS GROWTH PORTFOLIO CLASS A) |
23.13%
May 2023 – May 2026 |
16.49%
Oct 2016 – Oct 2021 |
11.36%
Feb 2016 – Feb 2026 |
0.00%
NA |
Annualized Rolling Returns Comparison Chart