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American Funds Growth and Income Portfolio (RGNEX)

Nasdaq - Nasdaq Delayed price. Currency in USD
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19.05+0.10 (+0.53%)
As of 08:05AM EDT. Market open.

Performance overview

Morningstar return ratingN/A1
Year-to-date return10.17%
5-year average return9.69%
Number of years up8
Number of years down3
Best 1-yr total return (4 July 2024)21.81%
Worst 1-yr total return (4 July 2024)N/A
Best 3-yr total return21.81%
Worst 3-yr total return4.43%

Trailing returns (%) vs. Benchmarks

Time periods longer than one year are annualised.
ReturnRGNEXCategory
YTD8.61%11.35%
1-month1.86%0.99%
3-month1.64%5.92%
1-year16.99%32.83%
3-year4.66%11.75%
5-year9.60%11.53%
10-year7.94%8.98%
Last bull market21.38%17.67%
Last bear market-13.07%-15.71%

Annual total return (%) history

Year
RGNEXCategory
2024
N/AN/A
2023
18.67%N/A
2022
-15.86%N/A
2021
16.31%N/A
2020
16.36%13.51%
2019
21.81%21.35%
2018
-5.89%-7.93%
2017
19.02%15.80%
2016
8.01%7.93%
2015
-1.01%-2.77%
2014
6.98%5.71%
2013
20.93%21.31%
2012
N/A13.42%

Past quarterly returns (%)

YearQ1Q2Q3Q4
20246.86%1.64%N/AN/A
20234.85%5.08%-3.17%11.23%
2022-5.89%-13.07%-5.83%9.20%
20213.99%5.81%-0.49%6.23%
2020-15.23%16.21%5.96%11.47%
201910.14%2.66%-0.07%7.81%
2018-0.46%1.85%2.82%-9.72%
20175.82%3.47%3.95%4.58%
20161.96%2.75%3.52%-0.41%
20151.37%-0.11%-5.99%3.97%
20141.88%4.74%-0.93%1.21%
20135.95%0.75%6.08%6.80%
20125.60%1.82%N/AN/A

Rank in category (by total return)

YTD27
1-month14
3-month31
1-year16
3-year18
5-year13

Load adjusted returns

1-year16.99%
3-year4.66%
5-year9.60%
10-year7.94%