C000063063 Performance — American Funds Aggressive Allocation Portfolio, Class B
Data updated: 2026-08-27
C000063063 returned +9.80% year to date and +19.54% over one year to Jun 2026. Annualised returns are +17.74% over 3 years and +9.44% over 5 years. The fund beat its US Multi-Cap Blend category average: $100 invested three years ago grew to $163, against $143 for the category, and to $120 over one year, against $116. Volatility over the past three years was 11.85% a year. In the 12 months to Jun 2026 the fund lost a net $161.5M, and assets reached $2.95B.
C000063063 Growth of $100
What $100 invested in American Funds Aggressive Allocation Portfolio grew to, compounded from monthly returns reported on SEC Form N-PORT, against the US Multi-Cap Blend category average over the same months.
| Period | C000063063 | Category average |
|---|---|---|
| 1 year (Jul 2025 – Jun 2026) | $120 | $116 |
| 3 years (Jul 2023 – Jun 2026) | $163 | $143 |
| 5 years (Jul 2021 – Jun 2026) | $157 | $136 |
| Since data start (Jul 2019 – Jun 2026) | $221 | $173 |
C000063063 Trailing Returns
Total returns to Jun 2026, from SEC N-PORT.
| Period | Total return |
|---|---|
| YTD | +9.80% |
| 1 year | +19.54% |
| 3 years (annualised) | +17.74% |
| 5 years (annualised) | +9.44% |
C000063063 Annual Returns
Calendar-year total returns of American Funds Aggressive Allocation Portfolio, compounded from monthly SEC N-PORT returns. Partial years show the months covered.
| Year | Total return |
|---|---|
| 2026 (Jan–Jun) | +9.80% |
| 2025 | +20.33% |
| 2024 | +14.94% |
| 2023 | +20.68% |
| 2022 | −18.36% |
| 2021 | +16.21% |
| 2020 | +17.32% |
| 2019 (Jul–Dec) | +8.48% |
C000063063 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 | +2.8% | +1.1% | −6.8% | +8.7% | +4.0% | +0.2% | — | — | — | — | — | — |
| 2025 | +3.8% | −1.0% | −3.8% | +0.8% | +5.8% | +5.0% | +0.9% | +2.1% | +2.7% | +1.7% | +0.7% | +0.5% |
| 2024 | +0.5% | +4.3% | +3.0% | −3.6% | +3.5% | +1.7% | +1.7% | +2.3% | +1.8% | −1.8% | +3.3% | −2.4% |
| 2023 | +6.7% | −2.8% | +2.5% | +1.3% | −0.8% | +5.1% | +3.2% | −2.5% | −4.2% | −2.6% | +8.6% | +5.3% |
| 2022 | −5.8% | −2.6% | +1.2% | −7.8% | +0.6% | −7.9% | +6.0% | −3.5% | −8.0% | +5.6% | +7.5% | −3.7% |
| 2021 | −0.7% | +2.7% | +2.2% | +3.8% | +1.2% | +1.1% | +0.4% | +2.4% | −3.4% | +4.9% | −2.8% | +3.7% |
| 2020 | −1.2% | −5.9% | −12.7% | +10.3% | +4.9% | +2.6% | +4.1% | +5.1% | −2.8% | −1.9% | +11.4% | +4.7% |
| 2019 | — | — | — | — | — | — | +0.3% | −1.7% | +0.9% | +2.2% | +3.4% | +3.3% |
C000063063 Risk
Risk measures from monthly returns over Jul 2023 – Jun 2026.
- 3-year volatility (annualised): 11.85%
- 3-year Sharpe ratio: 1.12 (vs 4.5% risk-free rate)
- Best month: +8.71% (Apr 2026)
- Worst month: −6.80% (Mar 2026)
C000063063 Fund Flows
Monthly money in and out of American Funds Aggressive Allocation Portfolio, from SEC Form N-PORT.
- 12-month net flow: −$161.5M
- 12-month gross sales (incl. reinvestments): $380.3M
- Sales ÷ redemptions: 0.70×
| Month | Sales | Redemptions | Net flow |
|---|---|---|---|
| Jun 2026 | $346.9M | $53.5M | $293.4M |
| May 2026 | $3.0M | $50.8M | −$47.8M |
| Apr 2026 | $1.8M | $41.1M | −$39.3M |
| Mar 2026 | $3.3M | $43.3M | −$40.1M |
| Feb 2026 | $2.6M | $41.3M | −$38.7M |
| Jan 2026 | $4.0M | $35.8M | −$31.9M |
| Dec 2025 | $2.5M | $47.2M | −$44.6M |
| Nov 2025 | $2.8M | $40.5M | −$37.7M |
| Oct 2025 | $5.3M | $52.4M | −$47.1M |
| Sep 2025 | $2.1M | $47.1M | −$45.1M |
| Aug 2025 | $3.2M | $46.9M | −$43.7M |
| Jul 2025 | $2.7M | $41.8M | −$39.0M |
C000063063 Assets Under Management
Net assets of American Funds Aggressive Allocation Portfolio by report date, from SEC N-PORT filings.
| Report date | Net assets |
|---|---|
| 2026-06-30 | $2.95B |
| 2026-03-31 | $2.73B |
| 2025-12-31 | $2.93B |
| 2025-09-30 | $2.98B |
| 2025-06-30 | $2.94B |
| 2025-03-31 | $2.71B |
| 2024-12-31 | $2.83B |
| 2024-09-30 | $2.96B |
| 2024-06-30 | $2.89B |
| 2024-03-31 | $2.95B |
| 2023-12-31 | $2.82B |
| 2023-09-30 | $2.60B |
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.