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AGTHX: GROWTH FUND OF AMERICA CLASS A (MUTUAL FUND)
Basic Info 84.66 3.36(3.82%) June 05
| Asset Class: | LARGE GROWTH |
| MyPlanIQ Rating: | (41%) |
| Start Date: | 01/02/1980 |
| Last Dividend Date: | 12/17/2025 |
| 12-Mo. Yield | 11.19% |
| Expenses | 0.30% |
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Performance Analytics (As of 06/05/2026)
Not up-to-date? Try| Last 1 Week* | YTD*(2026) | 1 Yr | 3 Yr | 5 Yr | 10 Yr | 15 Yr | 20 Yr | Since 01/02/1980 |
2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | 2013 | 2012 | 2011 | 2010 | 2009 | 2008 | 2007 | 2006 | 2005 | 2004 | 2003 | 2002 | 2001 | 2000 | 1999 | 1998 | 1997 | 1996 | 1995 | 1994 | 1993 | 1992 | 1991 | 1990 | 1989 | 1988 | 1987 | 1986 | 1985 | 1984 | 1983 | 1982 | 1981 | 1980 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return(%) | -4.4 | 5.2 | 20.6 | 23.0 | 10.4 | 18.8 | 19.8 | 16.6 | 18.0 | 19.7 | 28.0 | 36.4 | -32.9 | 19.3 | 37.8 | 37.0 | 9.4 | 35.0 | 15.3 | 15.0 | 35.3 | 54.1 | 20.6 | -4.9 | 12.3 | 34.5 | -39.1 | 27.5 | 19.7 | 16.6 | 12.0 | 32.9 | -22.1 | -12.4 | 26.8 | 88.8 | 64.4 | 60.0 | 28.5 | 29.2 | 4.8 | 19.2 | 7.8 | 37.5 | -2.4 | 34.0 | 19.9 | 9.5 | 9.5 | 17.9 | -7.5 | 22.5 | 22.1 | -2.1 | 45.3 |
| Sharpe Ratio | NA | 1.36 | 1.65 | 1.27 | 0.44 | 0.87 | NA | NA | 0.01 | 0.78 | 1.55 | 2.19 | -1.16 | 1.17 | 1.17 | 2.33 | 0.39 | 3.37 | 0.97 | 0.84 | 1.62 | 3.42 | 1.54 | -0.21 | 0.7 | 1.45 | -1.12 | 1.4 | 1.42 | 1.51 | 1.01 | 2.05 | -1.02 | -0.61 | 0.77 | 3.17 | 2.34 | 2.47 | 0.01 | 0.01 | 0.0 | 0.01 | 0.0 | 0.02 | 0.0 | 0.01 | 0.01 | 0.0 | 0.0 | 0.01 | -0.01 | 1.36 | 1.38 | -1.26 | 2.19 |
| Draw Down(%) | NA | 13.8 | 13.8 | 21.6 | 36.9 | 36.9 | NA | NA | 99.7 | 21.6 | 10.0 | 10.7 | 34.8 | 8.7 | 30.4 | 8.0 | 17.1 | 3.3 | 14.1 | 11.6 | 8.6 | 6.1 | 10.2 | 21.3 | 15.1 | 20.7 | 49.3 | 8.9 | 10.3 | 6.4 | 9.5 | 12.4 | 32.2 | 32.8 | 16.1 | 8.7 | 22.8 | 9.6 | 99.7 | 99.6 | 99.6 | 99.6 | 99.7 | 99.6 | 99.7 | 99.7 | 99.7 | 99.7 | 99.7 | 99.7 | 99.6 | 10.2 | 7.2 | 14.0 | 22.0 |
| Standard Deviation(%) | NA | 17.5 | 15.1 | 17.8 | 20.4 | 20.3 | NA | NA | 1137.2 | 21.6 | 15.7 | 15.1 | 29.6 | 16.5 | 32.0 | 15.3 | 20.7 | 10.2 | 15.6 | 17.7 | 21.8 | 15.8 | 13.5 | 23.0 | 17.4 | 23.8 | 35.8 | 17.5 | 11.5 | 9.5 | 10.8 | 15.7 | 22.8 | 24.7 | 29.3 | 26.9 | 26.1 | 22.7 | 2039.6 | 2187.9 | 2187.9 | 2184.2 | 2183.3 | 2195.3 | 2195.4 | 2199.6 | 2198.0 | 2201.5 | 2195.4 | 2316.5 | 1103.8 | 11.9 | 10.3 | 9.9 | 16.8 |
| Treynor Ratio | NA | 0.27 | 0.29 | 0.27 | 0.11 | 0.22 | NA | NA | -0.04 | 0.2 | 0.31 | 0.43 | -0.44 | 0.26 | 0.43 | 0.57 | 0.1 | 0.45 | 0.16 | 0.16 | 0.3 | 0.54 | 0.23 | -0.06 | 0.14 | 0.36 | -0.43 | 0.29 | 0.23 | 0.2 | 0.16 | 0.42 | -0.34 | -0.23 | 0.37 | 1.03 | 0.78 | 0.76 | 0.0 | 0.0 | 0.0 | 0.01 | -0.01 | 0.0 | 0.01 | 0.0 | 0.0 | 0.0 | 0.0 | 0.0 | -0.05 | 6.49 | 2.49 | -1.0 | -4.27 |
| Alpha | NA | 0.05 | 0.04 | 0.02 | 0.01 | 0.02 | NA | NA | 214.43 | 0.02 | 0.01 | 0.01 | -0.01 | 0.03 | -0.03 | 0.03 | 0.03 | 0.04 | 0.06 | 0.03 | 0.07 | 0.05 | 0.01 | -0.02 | 0.01 | 0.0 | -0.02 | 0.06 | 0.06 | 0.03 | 0.02 | 0.04 | 0.02 | 0.04 | 0.15 | 0.2 | 0.11 | 0.13 | 681.29 | 801.82 | 781.57 | 778.97 | 781.35 | 819.18 | 802.23 | 820.03 | 810.58 | 817.4 | 801.95 | 879.1 | 199.12 | 0.06 | 0.05 | -0.04 | 0.13 |
| Beta | NA | 0.89 | 0.87 | 0.83 | 0.8 | 0.8 | NA | NA | -3.95 | 0.86 | 0.79 | 0.77 | 0.79 | 0.73 | 0.87 | 0.63 | 0.78 | 0.76 | 0.92 | 0.93 | 1.19 | 0.99 | 0.89 | 0.85 | 0.89 | 0.95 | 0.93 | 0.85 | 0.72 | 0.71 | 0.69 | 0.77 | 0.69 | 0.66 | 0.61 | 0.83 | 0.78 | 0.73 | -52.15 | -210.1 | -21.73 | 20.26 | -5.35 | -125.56 | -9.71 | -146.0 | -30.98 | 18.2 | 17.53 | -53.8 | 2.99 | 0.02 | 0.06 | 0.13 | -0.09 |
| RSquared | NA | 0.9 | 0.91 | 0.95 | 0.95 | 0.86 | NA | NA | 0.0 | 0.97 | 0.94 | 0.93 | 0.96 | 0.9 | 0.97 | 0.55 | 0.61 | 0.4 | 0.75 | 0.7 | 0.51 | 0.55 | 0.92 | 0.96 | 0.97 | 0.96 | 0.95 | 0.62 | 0.66 | 0.77 | 0.87 | 0.9 | 0.92 | 0.89 | 0.5 | 0.38 | 0.47 | 0.38 | 0.0 | 0.0 | 0.0 | 0.0 | 0.0 | 0.0 | 0.0 | 0.0 | 0.0 | 0.0 | 0.0 | 0.0 | 0.0 | 0.0 | 0.01 | 0.05 | 0.01 |
| Yield(%) | N/A | 0.0 | 11.1 | 11.2 | 7.2 | 13.7 | 18.6 | 15.5 | N/A | 11.5 | 10.7 | 8.7 | 0.5 | 9.1 | 5.6 | 16.2 | 19.8 | 15.8 | 13.1 | 16.5 | 29.3 | 24.2 | 1.0 | 0.7 | 0.9 | 1.0 | 0.7 | 21.0 | 12.2 | 3.9 | 0.4 | 0.0 | 0.0 | 0.0 | 29.3 | 43.2 | 36.3 | 38.9 | 0.1 | 0.0 | 8.8 | 0.0 | 0.0 | 0.0 | 0.0 | 0.1 | 0.0 | 0.0 | 0.0 | 0.0 | 1.1 | 1.8 | 3.1 | 2.3 | 1.1 |
| Dividend Growth(%) | N/A | -100.0 | 28.6 | 109.5 | -18.1 | 44.6 | 77.8 | 83.9 | N/A | 28.6 | 55.6 | 1062.2 | -93.9 | 109.3 | -58.1 | -30.3 | 48.0 | 26.6 | -24.8 | -43.6 | 46.8 | 2910.4 | 29.2 | -10.6 | 16.2 | -9.9 | -96.6 | 79.0 | 264.7 | 1072.2 | 1375.4 | N/A | N/A | -100.0 | -12.4 | 42.1 | 5.7 | 39.1 | 91.7 | 3.4 | 10.1 | 465.3 | -76.5 | 3.6 | -47.0 | 175.4 | -31.3 | 996.4 | 27.3 | -24.1 | -27.5 | -32.2 | 30.5 | 201.3 | N/A |
*: NOT annualized;YTD: Year to Date
**Inception: starting from 01/02/1980
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