C000154337 Performance — Portfolio Series - American Funds Managed Risk Global Allocation Portfolio, Class P2
Data updated: 2026-08-27
C000154337 returned +10.33% year to date and +18.06% over one year to Jun 2026. Annualised returns are +12.45% over 3 years and +4.79% over 5 years. Against its US Large Blend category average the fund came out behind over three years but ahead over one: $100 invested three years ago grew to $142, against $157 for the category, and to $118 over one year, against $118. Volatility over the past three years was 9.82% a year. In the 12 months to Jun 2026 the fund lost a net $48.3M, and assets reached $357.99M.
C000154337 Growth of $100
What $100 invested in Portfolio Series - American Funds Managed Risk Global Allocation Portfolio grew to, compounded from monthly returns reported on SEC Form N-PORT, against the US Large Blend category average over the same months.
| Period | C000154337 | Category average |
|---|---|---|
| 1 year (Jul 2025 – Jun 2026) | $118 | $118 |
| 3 years (Jul 2023 – Jun 2026) | $142 | $157 |
| 5 years (Jul 2021 – Jun 2026) | $126 | $161 |
| Since data start (Jul 2019 – Jun 2026) | $151 | $229 |
C000154337 Trailing Returns
Total returns to Jun 2026, from SEC N-PORT.
| Period | Total return |
|---|---|
| YTD | +10.33% |
| 1 year | +18.06% |
| 3 years (annualised) | +12.45% |
| 5 years (annualised) | +4.79% |
C000154337 Annual Returns
Calendar-year total returns of Portfolio Series - American Funds Managed Risk Global Allocation Portfolio, compounded from monthly SEC N-PORT returns. Partial years show the months covered.
| Year | Total return |
|---|---|
| 2026 (Jan–Jun) | +10.33% |
| 2025 | +14.08% |
| 2024 | +8.05% |
| 2023 | +10.53% |
| 2022 | −18.25% |
| 2021 | +8.70% |
| 2020 | +5.65% |
| 2019 (Jul–Dec) | +7.01% |
C000154337 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 | +3.7% | +1.5% | −6.4% | +7.0% | +4.4% | +0.2% | — | — | — | — | — | — |
| 2025 | +2.7% | −0.1% | −2.7% | −0.8% | +3.2% | +4.3% | 0.0% | +1.7% | +2.6% | +1.4% | +0.4% | +0.7% |
| 2024 | +0.2% | +2.7% | +2.6% | −3.2% | +3.2% | +1.1% | +1.3% | +1.5% | +1.6% | −2.5% | +1.6% | −2.0% |
| 2023 | +3.3% | −3.0% | +2.5% | +1.1% | −1.5% | +3.4% | +1.9% | −2.3% | −4.0% | −1.3% | +5.7% | +4.8% |
| 2022 | −5.2% | −2.9% | −1.9% | −5.3% | +0.3% | −4.1% | +2.2% | −2.9% | −3.9% | +0.8% | +4.4% | −0.9% |
| 2021 | −0.8% | +0.9% | +0.5% | +3.3% | +1.1% | +0.6% | +1.0% | +1.7% | −3.7% | +3.0% | −1.7% | +2.7% |
| 2020 | −0.9% | −4.8% | −7.4% | +2.8% | +2.6% | +1.4% | +3.0% | +2.8% | −2.2% | −1.9% | +7.2% | +3.9% |
| 2019 | — | — | — | — | — | — | +0.4% | −0.6% | +0.4% | +2.0% | +1.8% | +2.8% |
C000154337 Risk
Risk measures from monthly returns over Jul 2023 – Jun 2026.
- 3-year volatility (annualised): 9.82%
- 3-year Sharpe ratio: 0.81 (vs 4.5% risk-free rate)
- Best month: +7.02% (Apr 2026)
- Worst month: −6.40% (Mar 2026)
C000154337 Fund Flows
Monthly money in and out of Portfolio Series - American Funds Managed Risk Global Allocation Portfolio, from SEC Form N-PORT.
- 12-month net flow: −$48.3M
- 12-month gross sales (incl. reinvestments): $13.5M
- Sales ÷ redemptions: 0.22×
| Month | Sales | Redemptions | Net flow |
|---|---|---|---|
| Jun 2026 | $12.1M | $7.4M | $4.7M |
| May 2026 | $425K | $4.1M | −$3.6M |
| Apr 2026 | $58K | $5.2M | −$5.2M |
| Mar 2026 | $78K | $5.1M | −$5.1M |
| Feb 2026 | $253K | $4.9M | −$4.7M |
| Jan 2026 | $121K | $5.4M | −$5.3M |
| Dec 2025 | $113K | $5.0M | −$4.9M |
| Nov 2025 | $58K | $4.0M | −$3.9M |
| Oct 2025 | $119K | $7.1M | −$7.0M |
| Sep 2025 | $0 | $4.6M | −$4.6M |
| Aug 2025 | $184K | $3.8M | −$3.6M |
| Jul 2025 | $2K | $5.1M | −$5.1M |
C000154337 Assets Under Management
Net assets of Portfolio Series - American Funds Managed Risk Global Allocation Portfolio by report date, from SEC N-PORT filings.
| Report date | Net assets |
|---|---|
| 2026-06-30 | $357.99M |
| 2026-03-31 | $334.16M |
| 2025-12-31 | $354.17M |
| 2025-09-30 | $361.11M |
| 2025-06-30 | $358.81M |
| 2025-03-31 | $349.75M |
| 2024-12-31 | $364.20M |
| 2024-09-30 | $386.55M |
| 2024-06-30 | $382.65M |
| 2024-03-31 | $391.25M |
| 2023-12-31 | $381.18M |
| 2023-09-30 | $355.71M |
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.