Ratings & Risk for American Funds Growth Fund of Amer 529A (CGFAX)

Morningstar Category: Large Growth
Number of funds in Category: —

  • Morningstar Ratings

    Return Risk Rating # of Funds
    3-Year Below Average Below Average
    		449
    5-Year Average Below Average
    		390
    10-Year Above Average Average
    		278
    Overall Average Below Average
    		—
    Morningstar's Overall Rating is derived from a weighted average of the fund's 3, 5 and 10 year rating,
    which are based on risk-adjusted performance. Data as of 10/31/2009

  • Volatility Data

    Standard Deviation Mean Sharpe Ratio
    3-Year 19.36 -0.26 -0.29
    5-Year 16.18 0.33 0.06
    10-Year 17.98 0.39 0.10
    15-Year 17.44 0.92 0.42
    20-Year 16.71 0.92 0.42
    Trailing data as of 10/31/2009

  • Modern Portfolio Theory Statistics

    R-Squared Beta Alpha
    1-Year 94.60 0.86 6.35
    3-Year 93.38 0.96 1.85
    5-Year 91.42 0.97 2.29
    10-Year 81.76 1.01 4.39

    S&P 500 TR

    Trailing data as of 10/31/2009