C000154338 Performance — Portfolio Series - American Funds Managed Risk Growth Portfolio, Class P2
Data updated: 2026-08-27
C000154338 returned +7.61% year to date and +14.75% over one year to Jun 2026. Annualised returns are +13.00% over 3 years and +5.34% over 5 years. The fund trailed its US Large Blend category average: $100 invested three years ago grew to $144, against $157 for the category, and to $115 over one year, against $118. Volatility over the past three years was 10.49% a year. In the 12 months to Jun 2026 the fund lost a net $172.5M, and assets reached $1.79B.
C000154338 Growth of $100
What $100 invested in Portfolio Series - American Funds Managed Risk Growth 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 | C000154338 | Category average |
|---|---|---|
| 1 year (Jul 2025 – Jun 2026) | $115 | $118 |
| 3 years (Jul 2023 – Jun 2026) | $144 | $157 |
| 5 years (Jul 2021 – Jun 2026) | $130 | $161 |
| Since data start (Jul 2019 – Jun 2026) | $170 | $229 |
C000154338 Trailing Returns
Total returns to Jun 2026, from SEC N-PORT.
| Period | Total return |
|---|---|
| YTD | +7.61% |
| 1 year | +14.75% |
| 3 years (annualised) | +13.00% |
| 5 years (annualised) | +5.34% |
C000154338 Annual Returns
Calendar-year total returns of Portfolio Series - American Funds Managed Risk Growth Portfolio, compounded from monthly SEC N-PORT returns. Partial years show the months covered.
| Year | Total return |
|---|---|
| 2026 (Jan–Jun) | +7.61% |
| 2025 | +11.27% |
| 2024 | +13.84% |
| 2023 | +15.57% |
| 2022 | −20.36% |
| 2021 | +11.29% |
| 2020 | +13.35% |
| 2019 (Jul–Dec) | +7.40% |
C000154338 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 | +1.7% | +0.2% | −5.9% | +7.0% | +4.4% | +0.4% | — | — | — | — | — | — |
| 2025 | +2.8% | −2.1% | −4.0% | −0.6% | +3.9% | +4.5% | +1.0% | +1.5% | +2.5% | +1.4% | 0.0% | +0.1% |
| 2024 | +0.6% | +4.3% | +2.4% | −3.9% | +3.1% | +2.3% | +1.0% | +0.7% | +2.0% | −1.5% | +4.3% | −1.8% |
| 2023 | +4.1% | −1.5% | +1.7% | +0.8% | +0.2% | +3.7% | +2.4% | −2.2% | −3.8% | −1.9% | +6.2% | +5.5% |
| 2022 | −6.7% | −2.0% | −0.6% | −6.1% | −1.4% | −3.7% | +3.0% | −2.1% | −3.6% | 0.0% | +2.8% | −1.7% |
| 2021 | −0.3% | +1.5% | +0.6% | +3.5% | +0.2% | +2.0% | +1.0% | +2.4% | −3.5% | +4.6% | −2.0% | +1.0% |
| 2020 | +0.1% | −4.1% | −6.2% | +4.3% | +3.3% | +1.6% | +2.6% | +4.6% | −2.3% | −2.0% | +7.6% | +4.2% |
| 2019 | — | — | — | — | — | — | +0.4% | −0.9% | 0.0% | +2.2% | +3.2% | +2.4% |
C000154338 Risk
Risk measures from monthly returns over Jul 2023 – Jun 2026.
- 3-year volatility (annualised): 10.49%
- 3-year Sharpe ratio: 0.81 (vs 4.5% risk-free rate)
- Best month: +6.99% (Apr 2026)
- Worst month: −5.86% (Mar 2026)
C000154338 Fund Flows
Monthly money in and out of Portfolio Series - American Funds Managed Risk Growth Portfolio, from SEC Form N-PORT.
- 12-month net flow: −$172.5M
- 12-month gross sales (incl. reinvestments): $73.9M
- Sales ÷ redemptions: 0.30×
| Month | Sales | Redemptions | Net flow |
|---|---|---|---|
| Jun 2026 | $62.8M | $23.6M | $39.2M |
| May 2026 | $356K | $19.4M | −$19.1M |
| Apr 2026 | $359K | $20.0M | −$19.7M |
| Mar 2026 | $469K | $19.3M | −$18.9M |
| Feb 2026 | $0 | $19.6M | −$19.6M |
| Jan 2026 | $0 | $17.4M | −$17.4M |
| Dec 2025 | $8.4M | $19.1M | −$10.7M |
| Nov 2025 | $628K | $21.7M | −$21.1M |
| Oct 2025 | $411K | $26.2M | −$25.8M |
| Sep 2025 | $0 | $21.6M | −$21.6M |
| Aug 2025 | $0 | $18.0M | −$18.0M |
| Jul 2025 | $524K | $20.4M | −$19.9M |
C000154338 Assets Under Management
Net assets of Portfolio Series - American Funds Managed Risk Growth Portfolio by report date, from SEC N-PORT filings.
| Report date | Net assets |
|---|---|
| 2026-06-30 | $1.79B |
| 2026-03-31 | $1.66B |
| 2025-12-31 | $1.78B |
| 2025-09-30 | $1.82B |
| 2025-06-30 | $1.79B |
| 2025-03-31 | $1.70B |
| 2024-12-31 | $1.80B |
| 2024-09-30 | $1.82B |
| 2024-06-30 | $1.80B |
| 2024-03-31 | $1.82B |
| 2023-12-31 | $1.73B |
| 2023-09-30 | $1.60B |
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.