Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| RAFEX (AMCAP FUND CLASS R-4) | 5.60% | 20.44% | 19.63% | 6.56% | 10.75% | 11.42% | 9.42% | … | … |
Data as of 06/04/2026, Common starting date is 06/10/2002
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| RAFEX (AMCAP FUND CLASS R-4) | 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 | 20.44 | 19.63 | 6.56 | 10.75 | 11.42 | 9.42 | … | … | 5.60 | 17.63 | 21.11 | 31.00 | -33.89 | 16.14 | 16.65 | 26.31 | -2.05 | 22.00 | 9.01 | 0.70 | 12.44 | 36.84 | 15.70 | 0.35 | 14.20 | 39.31 | -37.68 | 7.46 | 8.60 | 6.84 | 9.73 | 29.61 | -13.30 |
| Sharpe Ratio | NA | 1.45 | 1.05 | 0.22 | 0.50 | NA | NA | … | … | 0.88 | 0.74 | 1.20 | 1.92 | -1.23 | 1.07 | 0.52 | 1.90 | -0.20 | 3.02 | 0.65 | 0.05 | 0.87 | 3.35 | 1.28 | 0.01 | 0.82 | 1.52 | -1.10 | 0.33 | 0.55 | 0.50 | 0.86 | 1.95 | -0.92 |
| Standard Deviation(%) | NA | 14.54 | 16.61 | 19.46 | 18.88 | NA | NA | … | … | 17.06 | 20.00 | 14.55 | 14.35 | 28.82 | 15.11 | 31.14 | 13.10 | 17.28 | 7.10 | 13.55 | 14.36 | 14.30 | 10.97 | 12.29 | 21.94 | 17.25 | 25.85 | 35.17 | 12.95 | 9.47 | 9.12 | 10.13 | 14.85 | 25.37 |
| Draw Down(%) | NA | 14.18 | 19.70 | 41.57 | 41.57 | NA | NA | … | … | 14.18 | 19.70 | 8.40 | 11.58 | 38.36 | 9.46 | 31.05 | 7.39 | 20.02 | 3.23 | 11.18 | 13.23 | 7.74 | 5.55 | 9.53 | 18.50 | 16.23 | 23.61 | 47.95 | 8.73 | 7.15 | 6.01 | 8.50 | 11.56 | 23.40 |
| Yield(%) | 0.00 | 9.24 | 8.51 | 4.10 | 6.00 | 8.09 | 6.98 | … | … | 0.00 | 9.53 | 9.36 | 4.16 | 0.00 | 0.00 | 0.19 | 5.90 | 9.54 | 6.18 | 4.06 | 8.28 | 9.71 | 10.13 | 0.44 | 0.40 | 0.74 | 1.40 | 3.55 | 6.76 | 3.75 | 2.70 | 0.79 | 0.07 | 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 |
|---|---|---|---|---|
| RAFEX (AMCAP FUND CLASS R-4) |
-14.86%
Feb 2006 – Feb 2009 |
-6.62%
Feb 2004 – Feb 2009 |
6.49%
Nov 2002 – Nov 2012 |
6.04%
Sep 2007 – Sep 2022 |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| RAFEX (AMCAP FUND CLASS R-4) |
26.77%
Feb 2009 – Feb 2012 |
24.98%
Feb 2009 – Feb 2014 |
16.90%
Feb 2009 – Feb 2019 |
13.74%
Feb 2009 – Feb 2024 |
Annualized Rolling Returns Comparison Chart