Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Inception |
|---|---|---|---|---|---|---|---|---|
| RAFEX (AMCAP FUND CLASS R-4) | 3.37% | 3.95% | 13.58% | 5.44% | 7.70% | 11.07% | 8.16% | 8.08% |
Data as of 07/02/2025, AR inception is 06/10/2002
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| RAFEX (AMCAP FUND CLASS R-4) | 06/10/2002 | 07/02/2025 |
| 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 (%) | 2.06 | 3.95 | 13.58 | 5.44 | 7.70 | 11.07 | 8.16 | 8.08 | 3.37 | 12.35 | 27.40 | -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 | 0.02 | 0.50 | 0.21 | 0.32 | NA | NA | 0.37 | 0.12 | 0.36 | 1.63 | -1.23 | 1.07 | 0.52 | 1.90 | -0.20 | 3.03 | 0.65 | 0.05 | 0.87 | 3.35 | 1.28 | 0.01 | 0.82 | 1.52 | -1.09 | 0.35 | 0.56 | 0.51 | 0.87 | 1.95 | -0.92 |
| Standard Deviation(%) | NA | 22.40 | 19.32 | 19.94 | 19.17 | NA | NA | 18.55 | 26.36 | 15.80 | 14.33 | 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 | 23.84 | 23.84 | 41.57 | 41.57 | NA | NA | 52.81 | 19.70 | 9.70 | 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 | 0.37 | 0.40 | 0.25 | 3.24 | 6.61 | 5.04 | 5.46 | 0.00 | 0.41 | 0.70 | 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 07/02/2025, 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 |
|---|---|---|---|---|
| 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 |
13.53%
Feb 2009 - Feb 2024 |
Annualized Rolling Returns Comparison Chart