Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| CAFAX (AMCAP FUND CLASS 529-A) | 5.43% | 20.81% | 19.57% | 6.71% | 10.78% | 11.29% | 9.35% | … | … |
Data as of 06/03/2026, Common starting date is 03/15/2002
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| CAFAX (AMCAP FUND CLASS 529-A) | 03/15/2002 | 06/03/2026 |
| Last 1 Week | 1 Yr | 3 Yr | 5 Yr | 10 Yr | 15 Yr | 20 Yr | Common | Inception | YTD | 2025 | 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 (%) | -0.06 | 20.81 | 19.57 | 6.71 | 10.78 | 11.29 | 9.35 | … | … | 5.43 | 17.64 | 21.10 | 30.97 | -33.93 | 16.09 | 16.62 | 26.28 | -2.08 | 21.96 | 8.93 | 0.63 | 12.41 | 36.69 | 15.61 | 0.26 | 13.96 | 39.06 | -37.67 | 7.39 | 8.61 | 6.90 | 9.66 | 29.64 | -19.63 |
| Sharpe Ratio | NA | 1.45 | 1.05 | 0.22 | 0.49 | NA | NA | … | … | 0.87 | 0.74 | 1.20 | 1.92 | -1.23 | 1.06 | 0.52 | 1.90 | -0.20 | 3.01 | 0.64 | 0.04 | 0.87 | 3.34 | 1.28 | 0.01 | 0.80 | 1.51 | -1.10 | 0.33 | 0.55 | 0.51 | 0.86 | 1.95 | -1.10 |
| Standard Deviation(%) | NA | 14.55 | 16.62 | 19.47 | 18.89 | NA | NA | … | … | 17.05 | 20.02 | 14.55 | 14.36 | 28.84 | 15.10 | 31.14 | 13.09 | 17.28 | 7.10 | 13.62 | 14.40 | 14.29 | 10.96 | 12.30 | 21.94 | 17.29 | 25.89 | 35.17 | 12.97 | 9.52 | 9.09 | 10.11 | 14.85 | 22.87 |
| Draw Down(%) | NA | 14.17 | 19.71 | 41.61 | 41.61 | NA | NA | … | … | 14.17 | 19.71 | 8.42 | 11.57 | 38.39 | 9.48 | 31.03 | 7.41 | 20.03 | 3.24 | 11.24 | 13.27 | 7.74 | 5.58 | 9.53 | 18.49 | 16.48 | 23.66 | 47.97 | 8.76 | 7.19 | 6.01 | 8.50 | 11.56 | 29.50 |
| Yield(%) | 0.00 | 9.33 | 8.55 | 4.15 | 6.05 | 7.99 | 6.94 | … | … | 0.00 | 9.58 | 9.41 | 4.15 | 0.00 | 0.00 | 0.21 | 5.92 | 9.56 | 6.18 | 4.02 | 8.28 | 9.67 | 10.05 | 0.41 | 0.37 | 0.47 | 1.33 | 3.55 | 6.69 | 3.77 | 2.60 | 0.85 | 0.05 | 0.00 |
Data as of 06/03/2026, Common starting date is 03/15/2002
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| CAFAX (AMCAP FUND CLASS 529-A) |
-14.89%
Feb 2006 – Feb 2009 |
-6.63%
Feb 2004 – Feb 2009 |
4.56%
May 2002 – May 2012 |
5.96%
Sep 2007 – Sep 2022 |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| CAFAX (AMCAP FUND CLASS 529-A) |
26.58%
Feb 2009 – Feb 2012 |
24.83%
Feb 2009 – Feb 2014 |
16.81%
Feb 2009 – Feb 2019 |
13.66%
Feb 2009 – Feb 2024 |
Annualized Rolling Returns Comparison Chart