Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| CAFEX (AMCAP FUND CLASS 529-E) | 5.49% | 20.15% | 19.34% | 6.18% | 10.40% | 11.06% | 9.06% | … | … |
Data as of 06/04/2026, Common starting date is 03/15/2002
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| CAFEX (AMCAP FUND CLASS 529-E) | 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 | 20.15 | 19.34 | 6.18 | 10.40 | 11.06 | 9.06 | … | … | 5.49 | 17.36 | 20.79 | 30.67 | -34.28 | 15.57 | 16.25 | 25.96 | -2.29 | 21.67 | 8.70 | 0.41 | 12.14 | 36.37 | 15.32 | 0.02 | 13.53 | 38.69 | -37.85 | 7.11 | 8.23 | 6.55 | 9.30 | 29.17 | -19.75 |
| Sharpe Ratio | NA | 1.43 | 1.03 | 0.20 | 0.48 | NA | NA | … | … | 0.86 | 0.73 | 1.18 | 1.90 | -1.24 | 1.02 | 0.51 | 1.87 | -0.21 | 2.99 | 0.62 | 0.03 | 0.84 | 3.31 | 1.25 | 0.00 | 0.78 | 1.49 | -1.10 | 0.31 | 0.51 | 0.47 | 0.82 | 1.92 | -1.10 |
| Standard Deviation(%) | NA | 14.53 | 16.62 | 19.49 | 18.90 | NA | NA | … | … | 17.07 | 20.01 | 14.55 | 14.35 | 28.91 | 15.17 | 31.13 | 13.11 | 17.27 | 7.06 | 13.59 | 14.39 | 14.39 | 10.98 | 12.30 | 21.91 | 17.31 | 25.84 | 35.21 | 12.93 | 9.46 | 9.11 | 10.13 | 14.82 | 22.88 |
| Draw Down(%) | NA | 14.23 | 19.73 | 41.97 | 41.97 | NA | NA | … | … | 14.23 | 19.73 | 8.41 | 11.63 | 38.70 | 9.58 | 31.05 | 7.43 | 20.07 | 3.25 | 11.25 | 13.30 | 7.80 | 5.61 | 9.61 | 18.56 | 16.47 | 23.70 | 48.14 | 8.81 | 7.20 | 6.11 | 8.60 | 11.65 | 29.62 |
| Yield(%) | 0.00 | 9.73 | 8.70 | 4.14 | 5.95 | 7.95 | 6.78 | … | … | 0.00 | 10.03 | 9.57 | 3.86 | 0.00 | 0.00 | 0.02 | 5.89 | 9.62 | 6.10 | 3.87 | 8.43 | 9.82 | 9.95 | 0.17 | 0.13 | 0.22 | 1.02 | 3.58 | 6.41 | 3.47 | 2.32 | 0.75 | 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 |
|---|---|---|---|---|
| CAFEX (AMCAP FUND CLASS 529-E) |
-15.14%
Feb 2006 – Feb 2009 |
-6.92%
Feb 2004 – Feb 2009 |
4.25%
May 2002 – May 2012 |
5.66%
Sep 2007 – Sep 2022 |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| CAFEX (AMCAP FUND CLASS 529-E) |
26.23%
Feb 2009 – Feb 2012 |
24.51%
Feb 2009 – Feb 2014 |
16.52%
Feb 2009 – Feb 2019 |
13.34%
Feb 2009 – Feb 2024 |
Annualized Rolling Returns Comparison Chart