CGFEX
American Funds Growth Fund of America Class 529-E
$81.43−0.68 (−0.83%)Close Nov 12, 2026
Mar 1, 2002 – Nov 12, 2026, Dividends reinvested
- Final balance
- $109,029
- CAGR
- +10.16%
- Max drawdown
- −52.10%
- Sharpe ratio
- 0.61
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Growth of $10,000
Trailing returns (%)
CGFEX's average annual return was 14.74% over the last 10 years and 10.57% over the last 20 years, through Nov 12, 2026. $10,000 in CGFEX on Nov 11, 2016 grew to $39,554 by Nov 12, 2026, with dividends reinvested.
Total
- 1M
- −5.54%
- 3M
- −4.25%
- 6M
- −0.32%
- YTD
- +5.34%
- 1Y
- +5.31%
Per year
- 3Y
- +21.23%
- 5Y
- +7.91%
- 10Y
- +14.74%
- 15Y
- +14.36%
- 20Y
- +10.57%
- Since 2002
- +10.16%
Annual returns
2002 from Mar 1 · 2026 through Nov 12
CGFEX returns by year
| Year | Return |
|---|---|
| 2026 through Nov 12 | +5.34% |
| 2025 | +19.40% |
| 2024 | +27.66% |
| 2023 | +36.83% |
| 2022 | −30.94% |
| 2021 | +18.97% |
| 2020 | +37.49% |
| 2019 | +27.78% |
| 2018 | −3.45% |
| 2017 | +25.74% |
| 2016 | +8.11% |
| 2015 | +5.10% |
| 2014 | +9.13% |
| 2013 | +33.52% |
Metrics
Since 2002| Volatility | 18.85% |
|---|---|
| Sortino ratio | 0.85 |
| Calmar ratio | 0.19 |
| Best year, 2020 | +37.49% |
| Worst year, 2008 | −39.29% |
| Positive years | 19 of 23 |
| Longest drawdown | 5.2 years |
Worst drawdowns
Since 2002| Decline | Peak | Bottom | Recovered | Length |
|---|---|---|---|---|
| −52.1% | Oct 2007 | Mar 2009 | Jan 2013 | 5.2 years |
| −36.5% | Nov 2021 | Oct 2022 | Mar 2024 | 2.3 years |
| −31.6% | Mar 2002 | Oct 2002 | Dec 2003 | 1.8 years |
| −30.4% | Feb 2020 | Mar 2020 | Jul 2020 | 4 months |
| −21.6% | Feb 2025 | Apr 2025 | Jun 2025 | 4 months |