C000154332 Performance — Portfolio Series - American Funds Global Growth Portfolio, Class 4
Data updated: 2026-08-27
C000154332 returned +15.61% year to date and +26.54% over one year to Jun 2026. Annualised returns are +19.42% over 3 years and +8.62% over 5 years. Against its Global Multi-Cap Growth category average the fund came out ahead over three years but behind over one: $100 invested three years ago grew to $170, against $159 for the category, and to $127 over one year, against $130. Volatility over the past three years was 14.32% a year. In the 12 months to Jun 2026 the fund lost a net $2.2M, and assets reached $89.13M.
C000154332 Growth of $100
What $100 invested in Portfolio Series - American Funds Global Growth Portfolio grew to, compounded from monthly returns reported on SEC Form N-PORT, against the Global Multi-Cap Growth category average over the same months.
| Period | C000154332 | Category average |
|---|---|---|
| 1 year (Jul 2025 – Jun 2026) | $127 | $130 |
| 3 years (Jul 2023 – Jun 2026) | $170 | $159 |
| 5 years (Jul 2021 – Jun 2026) | $151 | $134 |
| Since data start (Jul 2019 – Jun 2026) | $229 | $223 |
C000154332 Trailing Returns
Total returns to Jun 2026, from SEC N-PORT.
| Period | Total return |
|---|---|
| YTD | +15.61% |
| 1 year | +26.54% |
| 3 years (annualised) | +19.42% |
| 5 years (annualised) | +8.62% |
C000154332 Annual Returns
Calendar-year total returns of Portfolio Series - American Funds Global Growth Portfolio, compounded from monthly SEC N-PORT returns. Partial years show the months covered.
| Year | Total return |
|---|---|
| 2026 (Jan–Jun) | +15.61% |
| 2025 | +21.55% |
| 2024 | +13.64% |
| 2023 | +23.03% |
| 2022 | −24.75% |
| 2021 | +13.49% |
| 2020 | +23.80% |
| 2019 (Jul–Dec) | +10.15% |
C000154332 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 | +4.1% | +1.5% | −8.5% | +11.1% | +6.7% | +0.9% | — | — | — | — | — | — |
| 2025 | +3.9% | −2.3% | −4.7% | +1.5% | +7.0% | +5.7% | +0.3% | +2.4% | +3.4% | +2.3% | −0.4% | +1.2% |
| 2024 | +0.3% | +5.1% | +3.0% | −3.5% | +3.7% | +1.5% | +0.4% | +2.3% | +2.1% | −2.5% | +3.4% | −2.6% |
| 2023 | +8.7% | −3.0% | +3.3% | +1.0% | −0.7% | +5.6% | +3.3% | −3.3% | −4.9% | −3.1% | +9.3% | +6.1% |
| 2022 | −7.8% | −4.1% | +0.5% | −9.5% | −0.2% | −9.0% | +7.0% | −3.7% | −9.1% | +5.0% | +9.4% | −4.2% |
| 2021 | 0.0% | +2.3% | +0.8% | +4.9% | +0.7% | +2.0% | 0.0% | +3.2% | −4.4% | +5.0% | −3.6% | +2.3% |
| 2020 | −1.6% | −6.5% | −14.3% | +11.5% | +6.0% | +4.6% | +5.5% | +5.7% | −3.0% | −1.6% | +12.5% | +5.9% |
| 2019 | — | — | — | — | — | — | +0.8% | −1.7% | +0.4% | +2.8% | +3.7% | +3.8% |
C000154332 Risk
Risk measures from monthly returns over Jul 2023 – Jun 2026.
- 3-year volatility (annualised): 14.32%
- 3-year Sharpe ratio: 1.04 (vs 4.5% risk-free rate)
- Best month: +11.10% (Apr 2026)
- Worst month: −8.53% (Mar 2026)
C000154332 Fund Flows
Monthly money in and out of Portfolio Series - American Funds Global Growth Portfolio, from SEC Form N-PORT.
- 12-month net flow: −$2.2M
- 12-month gross sales (incl. reinvestments): $8.8M
- Sales ÷ redemptions: 0.80×
| Month | Sales | Redemptions | Net flow |
|---|---|---|---|
| Jun 2026 | $5.6M | $953K | $4.6M |
| May 2026 | $403K | $1.2M | −$804K |
| Apr 2026 | $498K | $1.2M | −$738K |
| Mar 2026 | $568K | $1.0M | −$451K |
| Feb 2026 | $4K | $909K | −$905K |
| Jan 2026 | $55K | $696K | −$641K |
| Dec 2025 | $51K | $861K | −$811K |
| Nov 2025 | $197K | $631K | −$434K |
| Oct 2025 | $330K | $621K | −$291K |
| Sep 2025 | $233K | $634K | −$402K |
| Aug 2025 | $262K | $910K | −$648K |
| Jul 2025 | $634K | $1.3M | −$686K |
C000154332 Assets Under Management
Net assets of Portfolio Series - American Funds Global Growth Portfolio by report date, from SEC N-PORT filings.
| Report date | Net assets |
|---|---|
| 2026-06-30 | $89.13M |
| 2026-03-31 | $76.55M |
| 2025-12-31 | $81.17M |
| 2025-09-30 | $80.33M |
| 2025-06-30 | $77.28M |
| 2025-03-31 | $68.01M |
| 2024-12-31 | $71.74M |
| 2024-09-30 | $74.10M |
| 2024-06-30 | $73.38M |
| 2024-03-31 | $73.52M |
| 2023-12-31 | $70.17M |
| 2023-09-30 | $63.77M |
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.