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RAFGX: AMCAP FUND CLASS R-6 (MUTUAL FUND)
Basic Info 42.69 0.22(0.52%) May 14
Asset Class: | LARGE GROWTH |
MyPlanIQ Rating: | (24%) |
Start Date: | 05/04/2009 |
Last Dividend Date: | 12/13/2023 |
12-Mo. Yield | 4.25% |
Expenses | 0.49% |
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Performance Analytics (As of 05/13/2024)
Not up-to-date? TryLast 1 Week* | YTD*(2024) | 1 Yr | 3 Yr | 5 Yr | 10 Yr | 15 Yr | Since 05/04/2009 |
2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | 2013 | 2012 | 2011 | 2010 | 2009 | |
---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
Annualized Return(%) | 0.7 | 9.6 | 29.8 | 6.7 | 12.2 | 11.0 | 13.8 | 13.5 | 31.5 | -28.4 | 24.1 | 21.8 | 26.8 | -1.7 | 22.5 | 9.4 | 1.0 | 12.5 | 37.3 | 16.1 | 0.7 | 14.6 | 23.6 |
Sharpe Ratio | NA | 1.73 | 1.87 | 0.16 | 0.46 | 0.56 | NA | 0.73 | 1.92 | -1.05 | 1.65 | 0.69 | 1.94 | -0.17 | 3.09 | 0.68 | 0.07 | 1.05 | 3.4 | 1.32 | 0.03 | 0.84 | 2.05 |
Draw Down(%) | NA | 6.5 | 11.5 | 35.1 | 35.1 | 35.1 | NA | 35.1 | 11.5 | 33.3 | 7.3 | 31.0 | 7.4 | 20.0 | 3.2 | 11.2 | 13.2 | 7.7 | 5.6 | 9.5 | 18.4 | 16.2 | 8.3 |
Standard Deviation(%) | NA | 14.2 | 13.5 | 20.1 | 21.8 | 18.0 | NA | 17.5 | 14.3 | 28.4 | 14.6 | 31.0 | 13.1 | 17.3 | 7.1 | 13.6 | 14.4 | 11.8 | 11.0 | 12.3 | 21.9 | 17.3 | 18.2 |
Treynor Ratio | NA | 0.34 | 0.35 | 0.04 | 0.13 | 0.13 | NA | 0.16 | 0.38 | -0.4 | 0.4 | 0.26 | 0.43 | -0.04 | 0.29 | 0.11 | 0.01 | 0.15 | 0.43 | 0.2 | 0.01 | 0.16 | 0.4 |
Alpha | NA | 0.01 | 0.01 | 0.01 | 0.0 | 0.0 | NA | 0.0 | 0.0 | 0.01 | 0.06 | -0.07 | 0.0 | -0.01 | 0.0 | 0.04 | -0.02 | 0.0 | 0.02 | 0.0 | 0.0 | 0.01 | 0.0 |
Beta | NA | 0.73 | 0.72 | 0.74 | 0.76 | 0.76 | NA | 0.78 | 0.72 | 0.76 | 0.61 | 0.83 | 0.59 | 0.8 | 0.75 | 0.85 | 0.86 | 0.84 | 0.88 | 0.81 | 0.81 | 0.89 | 0.94 |
RSquared | NA | 0.91 | 0.89 | 0.94 | 0.91 | 0.89 | NA | 0.91 | 0.91 | 0.97 | 0.8 | 0.91 | 0.68 | 0.93 | 0.81 | 0.86 | 0.92 | 0.95 | 0.92 | 0.92 | 0.96 | 0.97 | 0.95 |
Yield(%) | N/A | 0.0 | 4.2 | 5.0 | 6.2 | 7.3 | 12.0 | N/A | 4.8 | 4.9 | 6.9 | 4.7 | 6.2 | 9.7 | 6.4 | 4.4 | 8.2 | 9.9 | 10.4 | 0.8 | 0.7 | 1.0 | 0.0 |
Dividend Growth(%) | N/A | -100.0 | -35.6 | -0.7 | -11.2 | N/A | N/A | N/A | -35.7 | -15.9 | 67.7 | -7.5 | -44.2 | 76.3 | 56.6 | -50.9 | -14.8 | 16.9 | 1440.0 | 7.1 | -17.6 | N/A | N/A |
*: NOT annualized;YTD: Year to Date
**Inception: starting from 05/04/2009
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