Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| CAFCX (AMCAP FUND CLASS 529-C) | 5.26% | 19.49% | 18.70% | 8.71% | 12.09% | 12.00% | 9.60% | … | … |
Data as of 06/04/2026, Common starting date is 03/15/2002
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| CAFCX (AMCAP FUND CLASS 529-C) | 03/15/2002 | 06/04/2026 |
| 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 (%) | -0.79 | 19.49 | 18.70 | 8.71 | 12.09 | 12.00 | 9.60 | … | … | 5.26 | 5.51 | 9.58 | 25.69 | -35.32 | 14.06 | 15.09 | 25.35 | -2.85 | 21.02 | 8.14 | -0.16 | 11.59 | 35.64 | 14.68 | -0.50 | 12.99 | 37.94 | -38.17 | 6.57 | 7.65 | 6.02 | 8.72 | 28.48 | -19.95 |
| Sharpe Ratio | NA | 1.38 | 0.99 | 0.33 | 0.57 | NA | NA | … | … | 0.82 | 0.12 | 0.18 | 1.50 | -1.26 | 0.92 | 0.48 | 1.83 | -0.24 | 2.89 | 0.58 | -0.01 | 0.79 | 3.23 | 1.20 | -0.02 | 0.75 | 1.46 | -1.11 | 0.28 | 0.46 | 0.42 | 0.77 | 1.87 | -1.11 |
| Standard Deviation(%) | NA | 14.54 | 16.61 | 19.25 | 18.76 | NA | NA | … | … | 17.07 | 22.16 | 16.39 | 14.38 | 29.11 | 15.31 | 31.14 | 13.09 | 17.29 | 7.10 | 13.59 | 14.41 | 14.69 | 11.03 | 12.30 | 21.95 | 17.24 | 25.92 | 35.19 | 12.96 | 9.46 | 9.13 | 10.11 | 14.84 | 22.84 |
| Draw Down(%) | NA | 14.34 | 19.80 | 35.70 | 35.70 | NA | NA | … | … | 14.34 | 19.80 | 10.88 | 11.73 | 39.60 | 9.93 | 31.12 | 7.46 | 20.14 | 3.33 | 11.26 | 13.45 | 7.84 | 5.64 | 9.74 | 18.66 | 16.60 | 23.68 | 48.36 | 8.83 | 7.24 | 6.25 | 8.75 | 11.70 | 29.82 |
| Yield(%) | 0.00 | 11.46 | 9.83 | 7.25 | 9.04 | 10.53 | 8.58 | … | … | 0.00 | 11.79 | 10.83 | 4.16 | 5.95 | 8.16 | 6.88 | 6.01 | 10.08 | 6.33 | 3.95 | 8.91 | 10.27 | 10.30 | 0.00 | 0.00 | 0.00 | 0.39 | 3.65 | 5.97 | 3.09 | 2.18 | 0.76 | 0.00 | 0.00 |
Data as of 06/04/2026, 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 |
|---|---|---|---|---|
| CAFCX (AMCAP FUND CLASS 529-C) |
-15.56%
Feb 2006 – Feb 2009 |
-7.39%
Feb 2004 – Feb 2009 |
3.73%
May 2002 – May 2012 |
6.55%
Sep 2007 – Sep 2022 |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| CAFCX (AMCAP FUND CLASS 529-C) |
25.55%
Feb 2009 – Feb 2012 |
23.84%
Feb 2009 – Feb 2014 |
15.90%
Feb 2009 – Feb 2019 |
14.29%
Feb 2009 – Feb 2024 |
Annualized Rolling Returns Comparison Chart