CAFFX: AMCAP FUND CLASS 529-F-1 (MUTUAL FUND)
Basic Info 41.95 0(0.0%) May 17
Asset Class: | LARGE GROWTH |
MyPlanIQ Rating: | (72%) |
Start Date: | 03/15/2002 |
Last Dividend Date: | 12/13/2023 |
12-Mo. Yield | 4.00% |
Expenses | 0.49% |
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Performance Analytics (As of 05/16/2024)
Not up-to-date? TryLast 1 Week* | YTD*(2024) | 1 Yr | 3 Yr | 5 Yr | 10 Yr | 15 Yr | 20 Yr | Since 03/15/2002 |
2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | 2013 | 2012 | 2011 | 2010 | 2009 | 2008 | 2007 | 2006 | 2005 | 2004 | 2003 | 2002 | |
---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
Annualized Return(%) | 1.0 | 10.5 | 29.4 | 6.0 | 11.6 | 11.0 | 13.8 | 9.7 | 8.9 | 31.2 | -28.6 | 23.9 | 21.6 | 26.5 | -1.8 | 22.2 | 9.2 | 0.8 | 12.6 | 37.0 | 15.9 | 0.5 | 14.1 | 39.4 | -37.5 | 7.6 | 8.8 | 7.0 | 9.6 | 29.4 | -19.5 |
Sharpe Ratio | NA | 1.72 | 1.85 | 0.15 | 0.45 | 0.54 | NA | NA | 0.43 | 1.9 | -1.06 | 1.63 | 0.69 | 1.92 | -0.18 | 3.07 | 0.66 | 0.05 | 0.88 | 3.36 | 1.3 | 0.02 | 0.81 | 1.52 | -1.09 | 0.36 | 0.58 | 0.53 | 0.85 | 1.94 | -1.09 |
Draw Down(%) | NA | 6.5 | 11.5 | 35.2 | 35.2 | 35.2 | NA | NA | 52.7 | 11.5 | 33.4 | 7.3 | 31.0 | 7.4 | 20.0 | 3.2 | 11.2 | 13.2 | 7.7 | 5.5 | 9.5 | 18.5 | 16.5 | 23.6 | 47.9 | 8.7 | 7.2 | 6.0 | 8.5 | 11.5 | 29.4 |
Standard Deviation(%) | NA | 14.2 | 13.5 | 20.1 | 21.8 | 18.2 | NA | NA | 18.3 | 14.3 | 28.4 | 14.6 | 31.0 | 13.1 | 17.3 | 7.1 | 13.6 | 14.4 | 14.3 | 11.0 | 12.3 | 21.9 | 17.3 | 25.9 | 35.2 | 13.0 | 9.5 | 9.1 | 10.1 | 14.8 | 22.9 |
Treynor Ratio | NA | 0.34 | 0.35 | 0.04 | 0.13 | 0.13 | NA | NA | 0.1 | 0.38 | -0.4 | 0.39 | 0.26 | 0.42 | -0.04 | 0.29 | 0.11 | 0.01 | 0.15 | 0.42 | 0.2 | 0.01 | 0.16 | 0.38 | -0.42 | 0.06 | 0.08 | 0.07 | 0.13 | 0.39 | -0.38 |
Alpha | NA | 0.01 | 0.01 | 0.01 | 0.0 | 0.0 | NA | NA | 0.0 | 0.0 | 0.01 | 0.05 | -0.08 | 0.0 | -0.01 | 0.0 | 0.04 | -0.02 | 0.01 | 0.02 | 0.0 | 0.0 | 0.01 | 0.01 | -0.02 | 0.0 | 0.02 | -0.01 | 0.02 | 0.03 | 0.01 |
Beta | NA | 0.72 | 0.72 | 0.74 | 0.76 | 0.76 | NA | NA | 0.79 | 0.72 | 0.76 | 0.61 | 0.83 | 0.59 | 0.8 | 0.74 | 0.85 | 0.86 | 0.83 | 0.88 | 0.81 | 0.81 | 0.89 | 1.03 | 0.91 | 0.76 | 0.69 | 0.72 | 0.67 | 0.74 | 0.65 |
RSquared | NA | 0.91 | 0.9 | 0.94 | 0.91 | 0.87 | NA | NA | 0.9 | 0.91 | 0.97 | 0.8 | 0.91 | 0.68 | 0.93 | 0.81 | 0.86 | 0.92 | 0.63 | 0.92 | 0.92 | 0.96 | 0.98 | 0.95 | 0.93 | 0.94 | 0.89 | 0.85 | 0.92 | 0.92 | 0.92 |
Yield(%) | N/A | 0.0 | 4.0 | 5.0 | 6.1 | 7.2 | 11.6 | 8.0 | N/A | 4.4 | 5.0 | 7.0 | 4.8 | 6.1 | 9.7 | 6.3 | 4.2 | 8.3 | 9.8 | 10.2 | 0.6 | 0.6 | 0.7 | 1.6 | 3.5 | 6.9 | 4.0 | 2.6 | 0.7 | 0.0 | 0.0 |
Dividend Growth(%) | N/A | -100.0 | -41.1 | -1.4 | -11.4 | 226.2 | N/A | N/A | N/A | -41.4 | -15.9 | 67.7 | -5.3 | -44.8 | 78.0 | 60.2 | -53.0 | -13.2 | 17.3 | 1783.3 | 9.1 | 0.0 | -45.0 | -71.4 | -49.6 | 80.5 | 60.4 | 300.0 | N/A | N/A | N/A |
*: NOT annualized;YTD: Year to Date
**Inception: starting from 03/15/2002
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