Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Inception |
|---|---|---|---|---|---|---|---|---|
| AMPCX (AMCAP FUND CLASS C) | 3.66% | 9.53% | 17.17% | 9.98% | 9.84% | 12.05% | 8.83% | 8.20% |
Data as of 07/17/2025, AR inception is 04/06/2001
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| AMPCX (AMCAP FUND CLASS C) | 04/06/2001 | 07/17/2025 |
| Last 1 Week | 1 Yr | 3 Yr | 5 Yr | 10 Yr | 15 Yr | 20 Yr | Inception | YTD | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | 2013 | 2012 | 2011 | 2010 | 2009 | 2008 | 2007 | 2006 | 2005 | 2004 | 2003 | 2002 | 2001 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return (%) | 0.37 | 9.53 | 17.17 | 9.98 | 9.84 | 12.05 | 8.83 | 8.20 | 3.66 | 9.56 | 25.75 | -35.31 | 14.05 | 15.11 | 25.37 | -2.80 | 21.11 | 8.14 | -0.08 | 11.66 | 35.72 | 14.79 | -0.45 | 13.61 | 38.21 | -38.17 | 6.60 | 7.79 | 6.32 | 8.83 | 28.65 | -19.32 | 5.56 |
| Sharpe Ratio | NA | 0.20 | 0.70 | 0.40 | 0.45 | NA | NA | 0.37 | 0.09 | 0.18 | 1.51 | -1.26 | 0.92 | 0.48 | 1.83 | -0.24 | 2.90 | 0.58 | -0.01 | 0.79 | 3.25 | 1.21 | -0.02 | 0.78 | 1.47 | -1.11 | 0.28 | 0.48 | 0.46 | 0.78 | 1.88 | -0.95 | 0.30 |
| Standard Deviation(%) | NA | 21.84 | 19.00 | 19.56 | 18.97 | NA | NA | 18.44 | 26.01 | 16.39 | 14.37 | 29.14 | 15.31 | 31.16 | 13.08 | 17.28 | 7.09 | 13.59 | 14.40 | 14.69 | 10.98 | 12.30 | 21.94 | 17.26 | 25.87 | 35.20 | 12.97 | 9.46 | 9.08 | 10.12 | 14.89 | 21.45 | 19.43 |
| Draw Down(%) | NA | 19.81 | 19.81 | 35.67 | 35.67 | NA | NA | 53.31 | 19.81 | 10.88 | 11.75 | 39.60 | 9.96 | 31.10 | 7.46 | 20.15 | 3.27 | 11.29 | 13.41 | 7.81 | 5.63 | 9.66 | 18.65 | 16.57 | 23.69 | 48.31 | 8.83 | 7.22 | 6.15 | 8.74 | 11.70 | 29.99 | 23.15 |
| Yield(%) | 0.00 | 7.34 | 5.86 | 6.79 | 7.21 | 10.81 | 7.66 | 7.57 | 0.00 | 10.89 | 4.18 | 5.98 | 8.21 | 4.93 | 6.04 | 10.13 | 6.36 | 3.98 | 8.97 | 10.33 | 10.37 | 0.00 | 0.00 | 0.55 | 0.27 | 3.69 | 6.04 | 3.12 | 2.41 | 0.76 | 0.00 | 0.60 | 4.82 |
Data as of 07/17/2025, AR inception is 04/06/2001
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| AMPCX (AMCAP FUND CLASS C) |
-15.52%
Feb 2006 - Feb 2009 |
-7.29%
Feb 2004 - Feb 2009 |
2.85%
Aug 2001 - Aug 2011 |
5.54%
Jun 2001 - Jun 2016 |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| AMPCX (AMCAP FUND CLASS C) |
25.88%
Feb 2009 - Feb 2012 |
24.07%
Feb 2009 - Feb 2014 |
16.04%
Feb 2009 - Feb 2019 |
14.25%
Feb 2009 - Feb 2024 |
Annualized Rolling Returns Comparison Chart