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CGFEX

American Funds Growth Fund of America Class 529-E

Mutual fund

$85.76+0.15 (+0.18%)Close Sep 25, 2026

CGFEX returned 10.44% a year from Mar 2002 to Sep 2026, turning $10,000 into $114,827. It fell 52.10% from Oct 2007 to Mar 2009, and it took 5.2 years to get back to its high.

Mar 1, 2002 – Sep 25, 2026

$10,000 became$114,827
CAGR10.44%
Max drawdown−52.10%
Sharpe ratio0.62

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Growth of $10,000

  • CGFEX

Trailing returns

PeriodCGFEX
1M+1.54%
3M+3.86%
6M+18.91%
YTD+10.94%
1Y+13.44%
3Y+24.45%
5Y+10.41%
10Y+15.30%
15Y+15.43%
20Y+11.15%
Since 2002+10.44%

Metrics

ReturnCGFEX
Final balance$114,827
Total return1,048.27%
CAGR10.44%
Calendar yearsCGFEX
Best year37.49%
Worst year−39.29%
Positive years19 of 23
RiskCGFEX
Max drawdown−52.10%
Longest drawdown5.2 years
Volatility (annualized)18.83%
Risk-adjustedCGFEX
Sharpe ratio0.62
Sortino ratio0.87
Calmar ratio0.20

Worst drawdowns

DeclinePeakBottomRecovered
−52.1%Oct 2007Mar 2009Jan 2013
−36.5%Nov 2021Oct 2022Mar 2024
−31.6%Mar 2002Oct 2002Dec 2003
−30.4%Feb 2020Mar 2020Jul 2020
−21.6%Feb 2025Apr 2025Jun 2025

Annual returns

YearCGFEX
2002from Mar 1−19.74%
2003+32.41%
2004+11.48%
2005+13.79%
2006+10.55%
2007+10.59%
2008−39.29%
2009+34.03%
2010+11.90%
2011−5.16%
2012+20.15%
2013+33.52%
2014+9.13%
2015+5.10%
2016+8.11%
2017+25.74%
2018−3.45%
2019+27.78%
2020+37.49%
2021+18.97%
2022−30.94%
2023+36.83%
2024+27.66%
2025+19.40%
2026to Sep 25+10.94%

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