Page 357 - DCAC February 2024 Files

28.0 (19)
Standard Deviation 20.18 19.95 20.65 2016 (2) (12) (27)
24.0 8.82 6.89 2.21 3 Years Ending Dec-2017 13.32 12.86 11.71

20.0 Return 15.27 16.23 16.40 (74) (68) (19)
(5 YEARS*) 16.0 12.0 Risk (Standard Deviation %) American Funds Growth Fund 2017 26.53 27.44 29.28 3 Years Ending Dec-2018 (30) 10.27 10.85 9.49

RISK VS. RETURN 24.0 20.0 16.0 12.0 Return (%) 8.0 4.0 0.0 8.0   S&P 500 Growth   Median  2018 (64) -2.60 (37) -0.01 -1.22 3 Years Ending Dec-2019 (84) 16.57 (62) 18.66 19.53

(89) (72) (70) (64)
(62) (29) 2019
10 Years 12.20 13.35 12.59 28.54 31.13 33.26 3 Years Ending Dec-2020 20.07 20.51 21.74

(80) (52)
7 Years 14.04 15.26 15.32 2020 (36) (63) (76) (27)
(73) (56) 38.28 33.47 35.62 3 Years Ending Dec-2021 28.61 32.20 30.57
5 Years 15.27 16.23 16.40
(67) (1) (50) (13)
(65) (37) 2021
Years 3 Years Ending Dec-2022
3 4.62 6.61 5.70 19.69 32.01 22.39 4.78 7.54 4.76
(71) (90) 48
PEER GROUP ANALYSIS - IM U.S. Large Cap Growth Equity (MF)
1 Year 37.65 30.03 40.78 (38) (30) (65) (37)

(71) (90) 2022 -30.49 -29.41 -31.30 3 Years Ending Dec-2023 4.62 6.61 5.70
Year To Date 37.65 30.03 40.78

(39) (98)
Last Quarter 14.38 10.09 14.07 CALENDAR YEAR RETURNS AND PERCENTILE RANKINGS ROLLING 3 YEAR RETURN AND PERCENTILE RANKINGS

American Funds Growth Fund S&P 500 Growth American Funds Growth Fund S&P 500 Growth American Funds Growth Fund S&P 500 Growth
65.0 50.0 35.0 20.0 5.0 -10.0 -25.0 IM U.S. Large Cap Growth Equity (MF) Median IM U.S. Large Cap Growth Equity (MF) Median
American Funds Growth Fund 12/31/23
Return

    Median

Group/American Funds Capital 05/01/2009 Team Managed $40,756 Million *If less than 5 years, data is since inception of fund share class.

FUND INFORMATION Fund Family : Fund Inception : Portfolio Manager : Total Assets : 31% Turnover : Investment Strategy: American Funds Growth Portfolio fund of funds seeks to help investors pursue longer term goals through exposure to a diverse mix of stocks of companies with strong growth potential. The strategy maintains exposure to more than 1,200 companies in more than 40 countries, offering a broad spectr