Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| FMCMX (American Funds AMCAP Fund Class 529-F-3) | 5.73% | 20.82% | 20.00% | 9.88% | NA | NA | NA | … | … |
Data as of 06/04/2026, Common starting date is 11/02/2020
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| FMCMX (American Funds AMCAP Fund Class 529-F-3) | 11/02/2020 | 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 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return (%) | -0.77 | 20.82 | 20.00 | 9.88 | NA | NA | NA | … | … | 5.73 | 18.01 | 21.45 | 31.37 | -28.47 | 24.04 | 13.70 |
| Sharpe Ratio | NA | 1.47 | 1.07 | 0.39 | NA | NA | NA | … | … | 0.89 | 0.76 | 1.23 | 1.95 | -1.06 | 1.64 | 9.82 |
| Standard Deviation(%) | NA | 14.55 | 16.62 | 19.25 | NA | NA | NA | … | … | 17.05 | 20.03 | 14.54 | 14.34 | 28.42 | 14.60 | 12.23 |
| Draw Down(%) | NA | 14.13 | 19.69 | 35.10 | NA | NA | NA | … | … | 14.13 | 19.69 | 8.37 | 11.47 | 33.35 | 7.32 | 1.12 |
| Yield(%) | 0.00 | 9.09 | 8.66 | 6.51 | 4.27 | 2.84 | 2.13 | … | … | 0.00 | 9.39 | 9.54 | 4.71 | 5.01 | 7.02 | 2.94 |
Data as of 06/04/2026, Common starting date is 11/02/2020
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| FMCMX (American Funds AMCAP Fund Class 529-F-3) |
3.35%
Oct 2021 – Oct 2024 |
7.84%
Mar 2021 – Mar 2026 |
0.00%
NA |
0.00%
NA |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| FMCMX (American Funds AMCAP Fund Class 529-F-3) |
24.53%
Sep 2022 – Sep 2025 |
10.96%
Jan 2021 – Jan 2026 |
0.00%
NA |
0.00%
NA |
Annualized Rolling Returns Comparison Chart