Growth Fund of America/The
Provider: Exchange
| Annualised Return | 15.64% |
| Realised Volatility | 17.67% |
| Downside Volatility | 12.2% |
| Max Drawdown | -33.4% |
| Winning months | 67.71% |
| Sharpe Ratio | 0.89 |
| Sortino Ratio | 1.28 |
| Calmar Ratio | 0.47 |
| Viking Ratio | 0.35 |
Monthly performance
| Jan | Feb | Mar | Apr | May | Jun | Jul | Aug | Sep | Oct | Nov | Dec | YTD | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| 2024 | 1.77% | 7.3% | 3.15% | -4.34% | 4.09% | 4.31% | -0.04% | 2.26% | 3.03% | -0.39% | 6.75% | 2.48% | 34.25% |
| 2023 | 9.85% | -1.95% | 3.32% | 0.74% | 2.71% | 7.02% | 4.18% | -1.72% | -4.63% | -3.07% | 10.92% | 6.36% | 37.6% |
| 2022 | -9.97% | -3.62% | 2.99% | -12% | -2.05% | -9.4% | 10.2% | -3.36% | -8.57% | 4.58% | 4.56% | -6.54% | -30.55% |
| 2021 | 0% | 1.63% | 0.9% | 5.49% | -0.64% | 3.42% | 1.01% | 3.61% | -3.46% | 8.7% | -2.8% | 0.83% | 19.64% |
| 2020 | 0.94% | -5.22% | -11.19% | 14.33% | 6.41% | 3.67% | 6.23% | 8.8% | -3.86% | -2.48% | 12.32% | 6.01% | 38.28% |
| 2019 | 9.43% | 2.1% | 1.93% | 3.86% | -6.41% | 6.51% | 0.52% | -2.33% | -0.24% | 3.24% | 4.57% | 3.06% | 28.49% |
| 2018 | 8.18% | -2.71% | -2.11% | 1.47% | 2.88% | 1.5% | 1.92% | 2.36% | 0.69% | -9.56% | 1.85% | -8.17% | -3% |
| 2017 | -0.09% | 2.39% | 1.04% | 1.98% | 2.13% | -0.17% | 3.36% | 0.04% | 1.66% | 3.7% | 1.92% | 1.17% | 20.81% |