Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| RAFBX (AMCAP FUND CLASS R-2) | 5.26% | 19.50% | 18.74% | 8.75% | 11.91% | 11.92% | 9.57% | … | … |
Data as of 06/04/2026, Common starting date is 06/10/2002
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| RAFBX (AMCAP FUND CLASS R-2) | 06/10/2002 | 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 (%) | -0.81 | 19.50 | 18.74 | 8.75 | 11.91 | 11.92 | 9.57 | … | … | 5.26 | 16.74 | 20.19 | 30.03 | -29.19 | 22.74 | 20.50 | 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 | 1.38 | 0.99 | 0.34 | 0.56 | NA | NA | … | … | 0.82 | 0.69 | 1.14 | 1.86 | -1.08 | 1.55 | 0.65 | 1.82 | -0.24 | 2.90 | 0.59 | -0.01 | 0.80 | 3.28 | 1.21 | -0.02 | 0.76 | 1.47 | -1.11 | 0.27 | 0.46 | 0.42 | 0.78 | 1.88 | -0.94 |
| Standard Deviation(%) | NA | 14.55 | 16.61 | 19.25 | 18.75 | NA | NA | … | … | 17.06 | 20.03 | 14.53 | 14.32 | 28.42 | 14.61 | 31.00 | 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 | 14.31 | 19.83 | 35.68 | 35.68 | NA | NA | … | … | 14.31 | 19.83 | 8.44 | 11.74 | 33.87 | 7.33 | 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 | 11.05 | 9.53 | 7.06 | 8.65 | 10.24 | 8.39 | … | … | 0.00 | 11.36 | 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 06/04/2026, Common starting date 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