Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Inception |
|---|---|---|---|---|---|---|---|---|
| RAFBX (AMCAP FUND CLASS R-2) | 3.05% | 7.81% | 16.66% | 10.28% | 9.90% | 11.99% | 8.80% | 8.60% |
Data as of 07/11/2025, AR inception is 06/10/2002
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| RAFBX (AMCAP FUND CLASS R-2) | 06/10/2002 | 07/11/2025 |
| Last 1 Week | 1 Yr | 3 Yr | 5 Yr | 10 Yr | 15 Yr | 20 Yr | Inception | YTD | 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 (%) | 0.52 | 7.81 | 16.66 | 10.28 | 9.90 | 11.99 | 8.80 | 8.60 | 3.05 | 9.98 | 25.86 | -35.13 | 14.30 | 15.25 | 25.39 | -2.79 | 21.11 | 8.20 | -0.08 | 11.71 | 35.86 | 14.83 | -0.39 | 13.22 | 38.05 | -38.17 | 6.60 | 7.78 | 6.11 | 8.88 | 28.59 | -13.50 |
| Sharpe Ratio | NA | 0.21 | 0.70 | 0.40 | 0.45 | NA | NA | 0.40 | 0.11 | 0.21 | 1.52 | -1.26 | 0.93 | 0.48 | 1.83 | -0.24 | 2.90 | 0.59 | -0.01 | 0.80 | 3.28 | 1.21 | -0.02 | 0.76 | 1.47 | -1.11 | 0.28 | 0.48 | 0.43 | 0.78 | 1.88 | -0.94 |
| Standard Deviation(%) | NA | 21.77 | 18.96 | 19.54 | 18.95 | NA | NA | 18.46 | 25.90 | 16.25 | 14.36 | 29.05 | 15.28 | 31.14 | 13.11 | 17.25 | 7.09 | 13.57 | 14.38 | 14.63 | 10.93 | 12.28 | 21.94 | 17.28 | 25.89 | 35.22 | 12.96 | 9.47 | 9.10 | 10.12 | 14.83 | 25.32 |
| Draw Down(%) | NA | 19.83 | 19.83 | 35.68 | 35.68 | NA | NA | 53.35 | 19.83 | 10.64 | 11.74 | 39.42 | 9.84 | 31.08 | 7.49 | 20.14 | 3.30 | 11.27 | 13.41 | 7.80 | 5.66 | 9.65 | 18.66 | 16.45 | 23.76 | 48.34 | 8.82 | 7.26 | 6.17 | 8.72 | 11.61 | 23.60 |
| Yield(%) | 0.00 | 6.98 | 5.60 | 6.72 | 7.13 | 10.59 | 7.55 | 8.05 | 0.00 | 10.48 | 4.03 | 5.78 | 7.95 | 4.78 | 5.87 | 9.87 | 6.20 | 3.88 | 8.78 | 10.14 | 10.20 | 0.00 | 0.00 | 0.18 | 0.41 | 3.63 | 5.96 | 3.07 | 2.17 | 0.75 | 0.00 | 0.00 |
Data as of 07/11/2025, AR inception is 06/10/2002
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| RAFBX (AMCAP FUND CLASS R-2) |
-15.53%
Feb 2006 - Feb 2009 |
-7.33%
Feb 2004 - Feb 2009 |
5.69%
Nov 2002 - Nov 2012 |
6.49%
Sep 2007 - Sep 2022 |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| RAFBX (AMCAP FUND CLASS R-2) |
25.72%
Feb 2009 - Feb 2012 |
24.01%
Feb 2009 - Feb 2014 |
16.02%
Feb 2009 - Feb 2019 |
14.23%
Feb 2009 - Feb 2024 |
Annualized Rolling Returns Comparison Chart