Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| RAEFX (AMCAP FUND CLASS R-5E) | 5.69% | 20.69% | 19.87% | 9.78% | 13.06% | NA | NA | … | … |
Data as of 06/04/2026, Common starting date is 11/23/2015
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| RAEFX (AMCAP FUND CLASS R-5E) | 11/23/2015 | 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 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return (%) | -0.79 | 20.69 | 19.87 | 9.78 | 13.06 | NA | NA | … | … | 5.69 | 9.20 | 21.32 | 31.30 | -28.55 | 23.92 | 21.65 | 27.47 | -1.82 | 22.27 | 9.15 | -2.10 |
| Sharpe Ratio | NA | 1.47 | 1.06 | 0.39 | 0.62 | NA | NA | … | … | 0.89 | 0.30 | 1.22 | 1.94 | -1.06 | 1.64 | 0.69 | 1.97 | -0.19 | 3.08 | 0.66 | -1.29 |
| Standard Deviation(%) | NA | 14.51 | 16.61 | 19.26 | 18.76 | NA | NA | … | … | 17.04 | 21.47 | 14.55 | 14.35 | 28.44 | 14.61 | 30.99 | 13.17 | 17.26 | 7.05 | 13.57 | 14.51 |
| Draw Down(%) | NA | 14.13 | 19.70 | 35.16 | 35.16 | NA | NA | … | … | 14.13 | 19.70 | 8.40 | 11.50 | 33.42 | 7.30 | 31.03 | 7.37 | 19.98 | 3.27 | 11.21 | 4.79 |
| Yield(%) | 0.00 | 9.07 | 8.56 | 6.45 | 8.59 | 5.89 | 4.42 | … | … | 0.00 | 9.36 | 9.42 | 4.52 | 4.99 | 7.00 | 4.66 | 6.93 | 9.71 | 6.31 | 4.17 | 4.80 |
Data as of 06/04/2026, Common starting date is 11/23/2015
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| RAEFX (AMCAP FUND CLASS R-5E) |
2.51%
Dec 2019 – Dec 2022 |
6.16%
Dec 2017 – Dec 2022 |
11.89%
Mar 2016 – Mar 2026 |
0.00%
NA |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| RAEFX (AMCAP FUND CLASS R-5E) |
24.41%
Sep 2022 – Sep 2025 |
19.16%
Oct 2016 – Oct 2021 |
13.68%
Jan 2016 – Jan 2026 |
0.00%
NA |
Annualized Rolling Returns Comparison Chart