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RAFFX: AMCAP FUND CLASS R-5 (MUTUAL FUND)
Basic Info 45.52 0.19(0.42%) July 02
| Asset Class: | LARGE GROWTH |
| MyPlanIQ Rating: | (71%) |
| Start Date: | 06/10/2002 |
| Last Dividend Date: | 12/17/2024 |
| 12-Mo. Yield | 0.60% |
| Expenses | 0.49% |
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Performance Analytics (As of 07/01/2025)
Not up-to-date? Try| Last 1 Week* | YTD*(2025) | 1 Yr | 3 Yr | 5 Yr | 10 Yr | 15 Yr | 20 Yr | Since 06/10/2002 |
2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | 2013 | 2012 | 2011 | 2010 | 2009 | 2008 | 2007 | 2006 | 2005 | 2004 | 2003 | 2002 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return(%) | 2.1 | 3.7 | 5.2 | 14.5 | 6.8 | 8.0 | 11.5 | 8.6 | 8.5 | 13.0 | 28.0 | -33.5 | 16.7 | 17.2 | 26.7 | -1.8 | 22.4 | 9.3 | 1.0 | 12.8 | 37.2 | 16.1 | 0.6 | 14.6 | 39.6 | -37.4 | 7.8 | 8.9 | 7.3 | 10.1 | 30.0 | -12.9 |
| Sharpe Ratio | NA | 0.15 | 0.05 | 0.52 | 0.24 | 0.34 | NA | NA | 0.39 | 0.41 | 1.67 | -1.22 | 1.11 | 0.54 | 1.93 | -0.18 | 3.07 | 0.67 | 0.07 | 0.9 | 3.39 | 1.31 | 0.03 | 0.84 | 1.53 | -1.09 | 0.37 | 0.6 | 0.56 | 0.9 | 1.98 | -0.9 |
| Draw Down(%) | NA | 19.7 | 23.6 | 23.6 | 41.2 | 41.2 | NA | NA | 52.6 | 9.5 | 11.5 | 38.1 | 9.4 | 31.0 | 7.4 | 20.0 | 3.2 | 11.2 | 13.2 | 7.7 | 5.5 | 9.5 | 18.4 | 16.2 | 23.5 | 47.8 | 8.7 | 7.2 | 5.9 | 8.4 | 11.5 | 23.4 |
| Standard Deviation(%) | NA | 26.3 | 22.3 | 19.3 | 19.9 | 19.2 | NA | NA | 18.5 | 15.7 | 14.3 | 28.8 | 15.1 | 31.1 | 13.1 | 17.3 | 7.1 | 13.6 | 14.4 | 14.3 | 11.0 | 12.3 | 21.9 | 17.2 | 25.8 | 35.2 | 13.0 | 9.5 | 9.1 | 10.1 | 14.8 | 25.3 |
| Treynor Ratio | NA | 0.05 | 0.01 | 0.13 | 0.07 | 0.09 | NA | NA | 0.09 | 0.1 | 0.34 | -0.47 | 0.32 | 0.21 | 0.43 | -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 | 0.14 | 0.4 | -0.34 |
| Alpha | NA | -0.03 | -0.04 | -0.02 | -0.01 | -0.02 | NA | NA | 0.0 | -0.02 | -0.01 | -0.02 | 0.06 | -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 | -0.02 |
| Beta | NA | 0.78 | 0.77 | 0.76 | 0.71 | 0.75 | NA | NA | 0.79 | 0.67 | 0.71 | 0.74 | 0.51 | 0.82 | 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 | 0.67 |
| RSquared | NA | 0.91 | 0.86 | 0.89 | 0.85 | 0.86 | NA | NA | 0.88 | 0.76 | 0.88 | 0.9 | 0.65 | 0.91 | 0.68 | 0.93 | 0.81 | 0.86 | 0.92 | 0.63 | 0.93 | 0.92 | 0.96 | 0.98 | 0.96 | 0.93 | 0.94 | 0.89 | 0.85 | 0.92 | 0.92 | 0.92 |
| Yield(%) | N/A | 0.0 | 0.6 | 0.7 | 0.5 | 3.4 | 7.0 | 5.3 | N/A | 0.7 | 1.3 | 0.0 | 0.0 | 0.5 | 6.1 | 9.6 | 6.3 | 4.3 | 8.2 | 9.8 | 10.3 | 0.7 | 0.7 | 1.0 | 1.7 | 3.5 | 7.1 | 4.1 | 2.9 | 1.2 | 0.1 | 0.3 |
| Dividend Growth(%) | N/A | -100.0 | 26.4 | -61.3 | -91.0 | 0.4 | N/A | N/A | N/A | -33.2 | N/A | N/A | -100.0 | -90.8 | -44.8 | 76.6 | 58.5 | -51.7 | -14.2 | 16.8 | 1526.2 | 12.8 | -28.2 | -18.3 | -69.7 | -50.5 | 79.2 | 52.5 | 152.4 | 2188.9 | -82.7 | N/A |
*: NOT annualized;YTD: Year to Date
**Inception: starting from 06/10/2002
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