Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| CAFFX (AMCAP FUND CLASS 529-F-1) | 5.68% | 20.66% | 19.84% | 6.76% | 10.96% | 11.61% | 9.60% | … | … |
Data as of 06/04/2026, Common starting date is 03/15/2002
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| CAFFX (AMCAP FUND CLASS 529-F-1) | 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 (%) | -0.78 | 20.66 | 19.84 | 6.76 | 10.96 | 11.61 | 9.60 | … | … | 5.68 | 17.84 | 21.31 | 31.21 | -33.77 | 16.39 | 16.89 | 26.55 | -1.84 | 22.23 | 9.18 | 0.81 | 12.64 | 37.02 | 15.87 | 0.47 | 14.13 | 39.40 | -37.54 | 7.60 | 8.77 | 7.03 | 9.56 | 29.42 | -19.50 |
| Sharpe Ratio | NA | 1.46 | 1.06 | 0.23 | 0.51 | NA | NA | … | … | 0.88 | 0.75 | 1.22 | 1.94 | -1.23 | 1.08 | 0.53 | 1.91 | -0.19 | 3.06 | 0.66 | 0.05 | 0.88 | 3.36 | 1.30 | 0.02 | 0.81 | 1.52 | -1.09 | 0.34 | 0.57 | 0.52 | 0.85 | 1.93 | -1.09 |
| Standard Deviation(%) | NA | 14.56 | 16.62 | 19.45 | 18.88 | NA | NA | … | … | 17.08 | 20.02 | 14.54 | 14.33 | 28.80 | 15.11 | 31.12 | 13.13 | 17.27 | 7.07 | 13.58 | 14.40 | 14.28 | 11.00 | 12.29 | 21.94 | 17.28 | 25.87 | 35.22 | 12.97 | 9.45 | 9.12 | 10.11 | 14.84 | 22.89 |
| Draw Down(%) | NA | 14.15 | 19.69 | 41.46 | 41.46 | NA | NA | … | … | 14.15 | 19.69 | 8.39 | 11.53 | 38.27 | 9.44 | 31.03 | 7.41 | 19.97 | 3.25 | 11.17 | 13.18 | 7.72 | 5.55 | 9.51 | 18.48 | 16.47 | 23.62 | 47.90 | 8.71 | 7.18 | 6.01 | 8.50 | 11.55 | 29.43 |
| Yield(%) | 0.00 | 9.15 | 8.59 | 4.15 | 6.15 | 8.28 | 7.16 | … | … | 0.00 | 9.44 | 9.46 | 4.46 | 0.00 | 0.00 | 0.50 | 6.10 | 9.71 | 6.33 | 4.21 | 8.25 | 9.79 | 10.24 | 0.62 | 0.58 | 0.64 | 1.57 | 3.55 | 6.96 | 3.98 | 2.68 | 0.75 | 0.03 | 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 |
|---|---|---|---|---|
| CAFFX (AMCAP FUND CLASS 529-F-1) |
-14.72%
Feb 2006 – Feb 2009 |
-6.51%
Feb 2004 – Feb 2009 |
4.69%
May 2002 – May 2012 |
6.20%
Sep 2007 – Sep 2022 |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| CAFFX (AMCAP FUND CLASS 529-F-1) |
26.85%
Feb 2009 – Feb 2012 |
25.10%
Feb 2009 – Feb 2014 |
17.06%
Feb 2009 – Feb 2019 |
13.91%
Feb 2009 – Feb 2024 |
Annualized Rolling Returns Comparison Chart