Fund & Portfolio Comparison

Performance Comparison
Comparison Box

Portfolio Performance Comparison
Name YTD Return 1Yr AR 3Yr AR 5Yr AR 10Yr AR 15Yr AR 20Yr AR Common Inception
RAFCX (AMCAP FUND CLASS R-3) 5.47% 20.07% 19.27% 6.14% 10.35% 11.04% 9.05%
Data as of 06/04/2026, Common starting date is 06/10/2002
More Performance Analytics Comparison
Name Start Date End Date
RAFCX (AMCAP FUND CLASS R-3) 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 (%) -0.79 20.07 19.27 6.14 10.35 11.04 9.05 5.47 17.28 20.71 30.65 -34.29 15.55 16.18 25.92 -2.32 21.63 8.67 0.38 12.17 36.37 15.39 0.00 13.73 38.76 -37.83 7.09 8.25 6.60 9.30 29.10 -13.36
Sharpe Ratio NA 1.43 1.02 0.20 0.47 NA NA 0.85 0.72 1.18 1.90 -1.24 1.02 0.51 1.87 -0.22 2.96 0.62 0.02 0.85 3.32 1.26 0.00 0.79 1.50 -1.10 0.30 0.52 0.48 0.83 1.91 -0.93
Standard Deviation(%) NA 14.54 16.62 19.48 18.89 NA NA 17.05 20.03 14.54 14.34 28.88 15.14 31.12 13.07 17.26 7.11 13.61 14.40 14.37 10.96 12.29 21.92 17.26 25.81 35.25 13.00 9.40 9.11 10.07 14.88 25.29
Draw Down(%) NA 14.24 19.75 41.96 41.96 NA NA 14.24 19.75 8.42 11.63 38.68 9.58 31.05 7.42 20.06 3.27 11.24 13.31 7.80 5.63 9.62 18.54 16.40 23.68 48.11 8.81 7.20 6.05 8.60 11.57 23.51
Yield(%) 0.00 9.66 8.60 4.10 5.88 7.88 6.75 0.00 9.95 9.46 3.75 0.00 0.00 0.00 5.75 9.49 6.02 3.82 8.40 9.77 9.91 0.17 0.11 0.33 0.90 3.57 6.40 3.44 2.37 0.75 0.03 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
RAFCX (AMCAP FUND CLASS R-3) -15.12%
Feb 2006 – Feb 2009
-6.90%
Feb 2004 – Feb 2009
6.16%
Nov 2002 – Nov 2012
5.66%
Sep 2007 – Sep 2022
Annualized Rolling Returns Comparison (Maximum)
Ticker/Portfolio Name 3 Year 5 Year 10 Year 15 Year
RAFCX (AMCAP FUND CLASS R-3) 26.32%
Feb 2009 – Feb 2012
24.57%
Feb 2009 – Feb 2014
16.53%
Feb 2009 – Feb 2019
13.34%
Feb 2009 – Feb 2024
Annualized Rolling Returns Comparison Chart

3-Year Annualized Rolling Return