American Funds Summary Page

for period ending May 31, 2025

Note: In this Free plan, the table below shows only the 1-month and 1‑year metrics. Click any fund name to view its full multi‑year performance details. Get full access to expertly crafted funds from Vanguard, Fidelity, iShares, and American Funds and unlock the sortable multi‑period tables, and interactive scatterplots.

In the scatterplots below the dots nearest the top left indicate the best risk vs. return combination. Select any dot to see its ticker symbol or id. Click any dot to see details. Use the table below to compare performance of all the American funds.
Sort any column by clicking the heading in the gray row. Click any American fund name below for full details.

Maximum Drawdown vs. Annual Return
● American Funds: All Funds ● S&P 500 (SPY) ● U.S. Bonds (BND) ● Balanced (60% Equity / 40% Bonds)
  Total Return, annualized % Max DrawDown
American Fund Name ID Peer Group Category 1 month YTD 1 year 3 year 5 year 10 year 15 year 20 year 15 year 20 year
U.S. Total Bond Market BND Benchmark Benchmark -0.7% 2.5% 5.4% * * * * * * *
S&P 500 SPY Benchmark Benchmark 6.3% 0.9% 13.2% * * * * * * *
Strategic 60-40 Portfolio s.6040 Benchmark Benchmark 3.5% 1.3% 10.0% * * * * * * *
Conservative Equity ETF CGCV U.S. Equity Large Cap 4.3% 4.7%   * * * * * * *
Dividend Value ETF CGDV U.S. Equity Large Cap 6.2% 5.6% 14.8% * * * * * * *
Core Equity ETF CGUS U.S. Equity Large Cap 6.4% 0.5% 13.3% * * * * * * *
Growth ETF CGGR U.S. Equity Large Cap 9.5% 2.7% 21.1% * * * * * * *
International Core Equity ETF CGIC Global Equity Large Cap 5.6% 17.9%   * * * * * * *
International Equity ETF CGIE Global Equity Large Cap 5.3% 17.5% 11.8% * * * * * * *
International Focus Equity ETF CGXU Global Equity Large Cap 6.7% 6.9% 2.0% * * * * * * *
Dividend Growers ETF CGDG Global Equity Large Cap 4.3% 10.6% 15.9% * * * * * * *
Global Equity ETF CGGE Global Equity Large Cap 6.8% 10.0%   * * * * * * *
Global Growth Equity ETF CGGO Global Equity Large Cap 6.4% 4.0% 5.6% * * * * * * *
New Geography Equity ETF CGNG Global Equity Regions 6.2% 9.9%   * * * * * * *
Ultra Short Income ETF CGUI Fixed Income Short Term 0.0% 1.7%   * * * * * * *
Short Duration Income ETF CGSD Fixed Income Short Term -0.2% 2.1% 6.1% * * * * * * *
Core Bond ETF CGCB Fixed Income Intermed Term -0.8% 2.5% 5.7% * * * * * * *
International Bond ETF CGIB Fixed Income International -0.3% 2.2%   * * * * * * *
Core Plus Income ETF CGCP Fixed Income Intermed Term -0.1% 2.0% 5.4% * * * * * * *
U.S. Multi-Sector Income ETF CGMS Fixed Income Multisector 1.3% 2.1% 7.1% * * * * * * *
Short Duration Muni Income ETF CGSM Fixed Income Tax Exempt 0.6% 1.2% 4.7% * * * * * * *
Municipal Income ETF CGMU Fixed Income Tax Exempt 0.1% 0.0% 3.1% * * * * * * *
Municipal High-Income ETF CGHM Fixed Income Tax Exempt -0.3% -1.6%   * * * * * * *
Core Balanced ETF CGBL Asset Allocation Balanced 3.9% 3.5% 13.2% * * * * * * *
AMCAP A AMCPX U.S. Equity Large Cap 7.1% 1.6% 13.1% * * * * * * *
Global Insight A AGVFX Global Equity Large Cap 6.2% 8.9% 12.3% * * * * * * *
International Vntg A AIVBX Global Equity Large Cap 5.1% 17.3% 11.9% * * * * * * *
Europacific Growth A AEPGX Global Equity Regions 5.8% 11.6% 6.1% * * * * * * *
Growth Fund of Amer A AGTHX U.S. Equity Large Cap 8.4% -2.4% 11.9% * * * * * * *
New Economy A ANEFX U.S. Equity Large Cap 7.9% 2.6% 15.2% * * * * * * *
New Perspective A ANWPX U.S. Equity Large Cap 7.0% 7.2% 14.7% * * * * * * *
New World A NEWFX Global Equity Regions 5.7% 9.6% 10.1% * * * * * * *
SMALLCAP World A SMCWX Global Equity Small Cap 6.4% 1.4% 2.5% * * * * * * *
Dvlpg Wld Gr&Inc A DWGAX Global Equity Regions 4.1% 10.9% 12.3% * * * * * * *
American Mutual A AMRMX U.S. Equity Large Cap 4.5% 4.7% 13.2% * * * * * * *
Capital World Gr&Inc A CWGIX Global Equity Large Cap 6.2% 7.2% 12.3% * * * * * * *
Fundamental Invs A ANCFX U.S. Equity Large Cap 7.6% 4.9% 15.8% * * * * * * *
Intl Gr and Inc A IGAAX Global Equity Large Cap 5.3% 17.0% 12.3% * * * * * * *
Invmt Co of Amer A AIVSX U.S. Equity Large Cap 7.4% 4.2% 17.6% * * * * * * *
Washington Mutual A AWSHX U.S. Equity Large Cap 5.3% 4.4% 14.7% * * * * * * *
Capital Income Bldr A CAIBX Asset Allocation Target Risk 3.3% 8.9% 15.7% * * * * * * *
Income Fund of Amer A AMECX Global Equity Large Cap 3.1% 7.6% 14.6% * * * * * * *
American Balanced A ABALX Asset Allocation Balanced 4.0% 3.4% 12.0% * * * * * * *
Global Balanced Fund GBLAX Asset Allocation Balanced 3.3% 5.9% 8.6% * * * * * * *
Corporate Bond A BFCAX Fixed Income Intermed Term -0.5% 1.7% 4.9% * * * * * * *
Emerging Markets Bd A EBNAX Global Equity Regions 0.8% 5.0% 5.6% * * * * * * *
Inflation Linked Bd A BFIAX Fixed Income Infl Protected -1.1% 3.7% 5.9% * * * * * * *
Mortgage A MFAAX Fixed Income Mortg Backed -1.1% 3.1% 6.2% * * * * * * *
Multi-Sector Income Fund MIAQX Fixed Income Multisector 0.8% 2.0% 6.2% * * * * * * *
Strategic Bond A ANBAX Fixed Income Intermed Term -1.2% 3.9% 6.2% * * * * * * *
American High-Inc A AHITX Fixed Income High Yield 1.1% 1.9% 8.0% * * * * * * *
Bond Fund of Amer A ABNDX Fixed Income Intermed Term -0.8% 2.4% 5.5% * * * * * * *
Capital World Bond A CWBFX Fixed Income International -0.4% 5.6% 6.1% * * * * * * *
Interm Bd Fd of Amer A AIBAX Fixed Income Intermed Term -0.6% 2.9% 6.4% * * * * * * *
ST Bd Fd of Amer A ASBAX Fixed Income Short Term -0.1% 2.3% 5.9% * * * * * * *
US Government Sec A AMUSX Fixed Income Intermed Term -1.2% 3.1% 6.0% * * * * * * *
Shrt-Term Tx-Exmpt Bd A ASTEX Fixed Income Tax Exempt 0.5% 1.4% 4.1% * * * * * * *
Tax-Exempt Fund of NY A NYAAX Fixed Income Tax Exempt -0.9% -2.6% 0.8% * * * * * * *
High-Income Municipal Bond A AMHIX Fixed Income Tax Exempt -0.1% -1.3% 3.6% * * * * * * *
Ltd-Term Tx-Ex Bd A LTEBX Fixed Income Tax Exempt 0.6% 1.0% 3.9% * * * * * * *
Tax-Exempt Bond A AFTEX Fixed Income Tax Exempt -0.3% -1.2% 2.1% * * * * * * *
Tax-Exempt Fund of CA A TAFTX Fixed Income Tax Exempt -0.4% -1.6% 1.4% * * * * * * *
Global Growth Portfolio PGGAX Global Equity Large Cap 6.9% 5.6% 7.6% * * * * * * *
Growth Portfolio A GWPAX Asset Allocation Target Risk 7.5% 3.5% 7.7% * * * * * * *
Growth and Income Portfolio GAIOX Asset Allocation Target Risk 5.0% 4.8% 12.6% * * * * * * *
Moderate Gr & Inc A BLPAX Asset Allocation Target Risk 3.9% 4.8% 11.1% * * * * * * *
Cnsrv Gr & Inc A INPAX Asset Allocation Target Risk 2.5% 5.0% 11.1% * * * * * * *
TaxAwr Cnsrv Gr&Inc Port A TAIAX Asset Allocation Target Risk 2.8% 3.1% 8.7% * * * * * * *
Preservation Port A PPVAX Fixed Income Intermed Term -0.4% 2.5% 6.1% * * * * * * *
Tax-Exempt Presv Port A TEPAX Fixed Income Tax Exempt 0.6% 1.2% 3.5% * * * * * * *
Ret Inc Pf Series Enhanced Fund NDARX Asset Allocation Target Risk 3.5% 5.5% 11.1% * * * * * * *
Ret Inc Pf Series Moderate Fund NBARX Asset Allocation Target Risk 2.5% 5.6% 10.1% * * * * * * *
Ret Inc Pf Series Conservative Fund NAARX Asset Allocation Target Risk 1.5% 5.1% 8.7% * * * * * * *