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RAFEX: AMCAP FUND CLASS R-4 (MUTUAL FUND)
Basic Info 41.7 0.21(0.51%) March 27
Asset Class: | LARGE GROWTH |
MyPlanIQ Rating: | (44%) |
Start Date: | 06/10/2002 |
Last Dividend Date: | 12/13/2023 |
12-Mo. Yield | 3.32% |
Expenses | 0.49% |
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Performance Analytics (As of 03/22/2024)
Not up-to-date? TryLast 1 Week* | YTD*(2024) | 1 Yr | 3 Yr | 5 Yr | 10 Yr | 15 Yr | 20 Yr | Since 06/10/2002 |
2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | 2013 | 2012 | 2011 | 2010 | 2009 | 2008 | 2007 | 2006 | 2005 | 2004 | 2003 | 2002 | |
---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
Annualized Return(%) | 0.6 | 10.7 | 36.0 | 7.5 | 11.9 | 10.9 | 14.4 | 9.5 | 9.3 | 31.0 | -28.7 | 23.7 | 21.4 | 26.3 | -2.1 | 22.0 | 9.0 | 0.7 | 12.4 | 36.8 | 15.7 | 0.3 | 14.2 | 39.3 | -37.7 | 7.5 | 8.6 | 6.8 | 9.7 | 29.6 | -13.3 |
Sharpe Ratio | NA | 3.75 | 2.54 | 0.24 | 0.48 | 0.54 | NA | NA | 0.45 | 1.88 | -1.06 | 1.62 | 0.68 | 1.9 | -0.19 | 3.03 | 0.65 | 0.05 | 0.87 | 3.35 | 1.28 | 0.01 | 0.82 | 1.52 | -1.09 | 0.35 | 0.56 | 0.51 | 0.87 | 1.95 | -0.92 |
Draw Down(%) | NA | 2.7 | 11.6 | 35.3 | 35.3 | 35.3 | NA | NA | 52.8 | 11.6 | 33.5 | 7.3 | 31.0 | 7.4 | 20.0 | 3.2 | 11.2 | 13.2 | 7.7 | 5.5 | 9.5 | 18.5 | 16.2 | 23.6 | 47.9 | 8.7 | 7.2 | 6.0 | 8.5 | 11.6 | 23.4 |
Standard Deviation(%) | NA | 14.0 | 13.2 | 20.0 | 21.7 | 18.2 | NA | NA | 18.4 | 14.3 | 28.4 | 14.6 | 31.1 | 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 | 25.4 |
Treynor Ratio | NA | 0.73 | 0.47 | 0.07 | 0.14 | 0.13 | NA | NA | 0.1 | 0.37 | -0.4 | 0.39 | 0.25 | 0.42 | -0.04 | 0.29 | 0.1 | 0.01 | 0.15 | 0.42 | 0.19 | 0.0 | 0.16 | 0.38 | -0.42 | 0.06 | 0.08 | 0.07 | 0.13 | 0.39 | -0.35 |
Alpha | NA | 0.02 | 0.01 | 0.01 | -0.01 | 0.0 | NA | NA | 0.0 | -0.01 | 0.01 | 0.05 | -0.08 | 0.0 | -0.01 | 0.0 | 0.04 | -0.03 | 0.01 | 0.02 | 0.0 | 0.0 | 0.01 | 0.01 | -0.02 | 0.0 | 0.02 | -0.01 | 0.02 | 0.03 | -0.02 |
Beta | NA | 0.72 | 0.71 | 0.73 | 0.74 | 0.76 | NA | NA | 0.8 | 0.72 | 0.76 | 0.61 | 0.83 | 0.59 | 0.8 | 0.74 | 0.85 | 0.85 | 0.83 | 0.88 | 0.81 | 0.81 | 0.89 | 1.03 | 0.91 | 0.76 | 0.69 | 0.72 | 0.67 | 0.74 | 0.67 |
RSquared | NA | 0.91 | 0.89 | 0.93 | 0.89 | 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 | 0.93 | 0.92 | 0.96 | 0.98 | 0.95 | 0.93 | 0.94 | 0.89 | 0.85 | 0.92 | 0.92 | 0.93 |
*: NOT annualized;YTD: Year to Date
**Inception: starting from 06/10/2002
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