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American Funds Growth Portfolio R2E (RBGEX)

Nasdaq - Nasdaq Delayed price. Currency in USD
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24.53-0.05 (-0.20%)
At close: 08:00PM EDT

Performance overview

Morningstar return ratingN/A1
Year-to-date return12.27%
5-year average return10.93%
Number of years up7
Number of years down2
Best 1-yr total return (20 June 2024)28.25%
Worst 1-yr total return (20 June 2024)N/A
Best 3-yr total return28.25%
Worst 3-yr total return2.34%

Trailing returns (%) vs. Benchmarks

Time periods longer than one year are annualised.
ReturnRBGEXCategory
YTD8.97%13.38%
1-month3.88%1.16%
3-month2.14%6.75%
1-year26.15%40.77%
3-year3.28%13.59%
5-year11.66%13.52%
10-year9.29%10.48%
Last bull market28.71%21.11%
Last bear market-19.42%-19.34%

Annual total return (%) history

Year
RBGEXCategory
2024
N/AN/A
2023
28.25%N/A
2022
-27.24%N/A
2021
18.01%N/A
2020
24.82%15.41%
2019
26.65%24.78%
2018
-7.02%-9.27%
2017
24.49%18.41%
2016
7.02%8.45%
2015
1.34%-1.74%
2014
N/A5.50%

Past quarterly returns (%)

YearQ1Q2Q3Q4
20249.84%N/AN/AN/A
20238.86%7.93%-3.80%13.46%
2022-11.16%-19.42%-4.28%6.20%
20213.54%7.73%0.12%5.67%
2020-19.28%23.23%8.84%15.29%
201912.79%3.05%-1.48%10.61%
20181.12%2.87%3.81%-13.90%
20177.22%4.28%5.25%5.79%
2016-0.83%1.68%5.91%0.21%
20153.48%2.07%-8.80%5.21%
20141.93%N/AN/AN/A

Rank in category (by total return)

YTD17
1-month54
3-month90
1-year3
3-year55
5-year14

Load adjusted returns

1-year26.15%
3-year3.28%
5-year11.66%
10-year9.29%