American Large Cap Funds Summary Page

for period ending May 31, 2025

More ways to view this list of American funds:
by Category: Balanced, High Yield, Infl Protected, Intermed Term, International, Large Cap, Mortg Backed, Multisector, Regions, Short Term, Target Risk, Tax Exempt

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: Large Cap ● S&P 500 (SPY) ● U.S. Bonds (BND) ● Balanced (60% Equity / 40% Bonds)

American Fund Name	ID	Peer Group	1 month	YTD	1 year	3 year	5 year	10 year	15 year	20 year	15 year	20 year
					Total Return, annualized %						Max DrawDown
U.S. Total Bond Market	BND	Benchmark	-0.7%	2.5%	5.4%	*	*	*	*	*	*	*
S&P 500	SPY	Benchmark	6.3%	0.9%	13.2%	*	*	*	*	*	*	*
Strategic 60-40 Portfolio	s.6040	Benchmark	3.5%	1.3%	10.0%	*	*	*	*	*	*	*
Conservative Equity ETF	CGCV	U.S. Equity	4.3%	4.7%		*	*	*	*	*	*	*
Dividend Value ETF	CGDV	U.S. Equity	6.2%	5.6%	14.8%	*	*	*	*	*	*	*
Core Equity ETF	CGUS	U.S. Equity	6.4%	0.5%	13.3%	*	*	*	*	*	*	*
Growth ETF	CGGR	U.S. Equity	9.5%	2.7%	21.1%	*	*	*	*	*	*	*
International Core Equity ETF	CGIC	Global Equity	5.6%	17.9%		*	*	*	*	*	*	*
International Equity ETF	CGIE	Global Equity	5.3%	17.5%	11.8%	*	*	*	*	*	*	*
International Focus Equity ETF	CGXU	Global Equity	6.7%	6.9%	2.0%	*	*	*	*	*	*	*
Dividend Growers ETF	CGDG	Global Equity	4.3%	10.6%	15.9%	*	*	*	*	*	*	*
Global Equity ETF	CGGE	Global Equity	6.8%	10.0%		*	*	*	*	*	*	*
Global Growth Equity ETF	CGGO	Global Equity	6.4%	4.0%	5.6%	*	*	*	*	*	*	*
AMCAP A	AMCPX	U.S. Equity	7.1%	1.6%	13.1%	*	*	*	*	*	*	*
Global Insight A	AGVFX	Global Equity	6.2%	8.9%	12.3%	*	*	*	*	*	*	*
International Vntg A	AIVBX	Global Equity	5.1%	17.3%	11.9%	*	*	*	*	*	*	*
Growth Fund of Amer A	AGTHX	U.S. Equity	8.4%	-2.4%	11.9%	*	*	*	*	*	*	*
New Economy A	ANEFX	U.S. Equity	7.9%	2.6%	15.2%	*	*	*	*	*	*	*
New Perspective A	ANWPX	U.S. Equity	7.0%	7.2%	14.7%	*	*	*	*	*	*	*
American Mutual A	AMRMX	U.S. Equity	4.5%	4.7%	13.2%	*	*	*	*	*	*	*
Capital World Gr&Inc A	CWGIX	Global Equity	6.2%	7.2%	12.3%	*	*	*	*	*	*	*
Fundamental Invs A	ANCFX	U.S. Equity	7.6%	4.9%	15.8%	*	*	*	*	*	*	*
Intl Gr and Inc A	IGAAX	Global Equity	5.3%	17.0%	12.3%	*	*	*	*	*	*	*
Invmt Co of Amer A	AIVSX	U.S. Equity	7.4%	4.2%	17.6%	*	*	*	*	*	*	*
Washington Mutual A	AWSHX	U.S. Equity	5.3%	4.4%	14.7%	*	*	*	*	*	*	*
Income Fund of Amer A	AMECX	Global Equity	3.1%	7.6%	14.6%	*	*	*	*	*	*	*
Global Growth Portfolio	PGGAX	Global Equity	6.9%	5.6%	7.6%	*	*	*	*	*	*	*