C000030657 Performance — American Funds Growth Portfolio, Class C
Data updated: 2026-08-27
C000030657 returned +6.65% year to date and +16.21% over one year to Jun 2026. Annualised returns are +22.91% over 3 years and +11.77% over 5 years. Against its US Multi-Cap Growth category average the fund came out ahead over three years but behind over one: $100 invested three years ago grew to $186, against $164 for the category, and to $116 over one year, against $122. Volatility over the past three years was 16.57% a year. In the 12 months to Jun 2026 the fund took in a net $26.9M, and assets reached $2.03B.
C000030657 Growth of $100
What $100 invested in American Funds Growth Portfolio grew to, compounded from monthly returns reported on SEC Form N-PORT, against the US Multi-Cap Growth category average over the same months.
| Period | C000030657 | Category average |
|---|---|---|
| 1 year (Jul 2025 – Jun 2026) | $116 | $122 |
| 3 years (Jul 2023 – Jun 2026) | $186 | $164 |
| 5 years (Jul 2021 – Jun 2026) | $174 | $145 |
| Since data start (Jul 2019 – Jun 2026) | $334 | $239 |
C000030657 Trailing Returns
Total returns to Jun 2026, from SEC N-PORT.
| Period | Total return |
|---|---|
| YTD | +6.65% |
| 1 year | +16.21% |
| 3 years (annualised) | +22.91% |
| 5 years (annualised) | +11.77% |
C000030657 Annual Returns
Calendar-year total returns of American Funds Growth Portfolio, compounded from monthly SEC N-PORT returns. Partial years show the months covered.
| Year | Total return |
|---|---|
| 2026 (Jan–Jun) | +6.65% |
| 2025 | +19.87% |
| 2024 | +31.20% |
| 2023 | +38.00% |
| 2022 | −30.16% |
| 2021 | +21.62% |
| 2020 | +51.62% |
| 2019 (Jul–Dec) | +11.97% |
C000030657 Monthly Returns
Monthly total returns as reported on SEC Form N-PORT.
| Year | Jan | Feb | Mar | Apr | May | Jun | Jul | Aug | Sep | Oct | Nov | Dec |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
| 2026 | +0.4% | −2.4% | −6.9% | +10.0% | +7.6% | −1.3% | — | — | — | — | — | — |
| 2025 | +5.8% | −4.8% | −7.8% | +2.0% | +8.8% | +6.7% | +2.1% | +1.2% | +3.9% | +2.2% | −1.0% | +0.2% |
| 2024 | +1.8% | +7.5% | +2.7% | −5.1% | +4.3% | +4.1% | +0.1% | +2.2% | +3.5% | 0.0% | +8.3% | −1.4% |
| 2023 | +10.7% | −1.8% | +2.9% | +0.5% | +3.0% | +7.6% | +3.9% | −2.2% | −4.8% | −3.3% | +11.3% | +6.4% |
| 2022 | −9.0% | −3.9% | +4.1% | −12.0% | −2.8% | −10.1% | +9.8% | −3.2% | −8.4% | +4.6% | +5.3% | −7.0% |
| 2021 | +0.2% | +1.7% | +1.5% | +5.7% | −0.7% | +3.8% | +0.8% | +3.4% | −3.8% | +9.0% | −2.4% | +1.1% |
| 2020 | +2.4% | −4.6% | −10.9% | +15.1% | +6.5% | +4.9% | +7.4% | +10.8% | −4.3% | −2.7% | +14.5% | +6.9% |
| 2019 | — | — | — | — | — | — | +1.1% | −1.9% | −0.2% | +4.4% | +5.0% | +3.2% |
C000030657 Risk
Risk measures from monthly returns over Jul 2023 – Jun 2026.
- 3-year volatility (annualised): 16.57%
- 3-year Sharpe ratio: 1.11 (vs 4.5% risk-free rate)
- Best month: +11.32% (Nov 2023)
- Worst month: −7.76% (Mar 2025)
C000030657 Fund Flows
Monthly money in and out of American Funds Growth Portfolio, from SEC Form N-PORT.
- 12-month net flow: $26.9M
- 12-month gross sales (incl. reinvestments): $399.8M
- Sales ÷ redemptions: 1.07×
| Month | Sales | Redemptions | Net flow |
|---|---|---|---|
| Jun 2026 | $278.0M | $39.0M | $239.0M |
| May 2026 | $8.0M | $38.0M | −$30.0M |
| Apr 2026 | $16.1M | $17.6M | −$1.5M |
| Mar 2026 | $17.9M | $17.6M | $244K |
| Feb 2026 | $10.8M | $17.4M | −$6.6M |
| Jan 2026 | $9.2M | $23.7M | −$14.5M |
| Dec 2025 | $12.8M | $33.0M | −$20.2M |
| Nov 2025 | $14.1M | $26.1M | −$12.0M |
| Oct 2025 | $9.5M | $33.0M | −$23.5M |
| Sep 2025 | $8.9M | $38.7M | −$29.8M |
| Aug 2025 | $9.1M | $35.7M | −$26.6M |
| Jul 2025 | $5.3M | $53.0M | −$47.7M |
C000030657 Assets Under Management
Net assets of American Funds Growth Portfolio by report date, from SEC N-PORT filings.
| Report date | Net assets |
|---|---|
| 2026-06-30 | $2.03B |
| 2026-03-31 | $1.80B |
| 2025-12-31 | $1.99B |
| 2025-09-30 | $2.02B |
| 2025-06-30 | $1.98B |
| 2025-03-31 | $1.67B |
| 2024-12-31 | $1.86B |
| 2024-09-30 | $1.83B |
| 2024-06-30 | $1.78B |
| 2024-03-31 | $1.79B |
| 2023-12-31 | $1.67B |
| 2023-09-30 | $1.50B |
For information only. Not investment advice: figures are as reported in SEC filings and may contain errors or be out of date. Past performance does not guarantee future results.