Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| RAFFX (AMCAP FUND CLASS R-5) | 5.74% | 20.80% | 19.99% | 6.97% | 11.14% | 11.79% | 9.78% | … | … |
Data as of 06/04/2026, Common starting date is 06/10/2002
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| RAFFX (AMCAP FUND CLASS R-5) | 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 | 20.80 | 19.99 | 6.97 | 11.14 | 11.79 | 9.78 | … | … | 5.74 | 17.99 | 21.44 | 31.44 | -33.54 | 16.69 | 17.15 | 26.70 | -1.78 | 22.37 | 9.34 | 0.98 | 12.79 | 37.23 | 16.09 | 0.60 | 14.59 | 39.65 | -37.45 | 7.76 | 8.91 | 7.25 | 10.07 | 30.02 | -12.89 |
| Sharpe Ratio | NA | 1.47 | 1.07 | 0.24 | 0.52 | NA | NA | … | … | 0.90 | 0.76 | 1.22 | 1.96 | -1.22 | 1.11 | 0.54 | 1.93 | -0.18 | 3.07 | 0.67 | 0.07 | 0.90 | 3.39 | 1.31 | 0.03 | 0.84 | 1.53 | -1.09 | 0.36 | 0.58 | 0.55 | 0.90 | 1.98 | -0.90 |
| Standard Deviation(%) | NA | 14.55 | 16.61 | 19.44 | 18.87 | NA | NA | … | … | 17.05 | 20.02 | 14.55 | 14.33 | 28.77 | 15.07 | 31.13 | 13.09 | 17.29 | 7.10 | 13.59 | 14.41 | 14.25 | 10.96 | 12.30 | 21.91 | 17.23 | 25.83 | 35.20 | 12.96 | 9.46 | 9.11 | 10.10 | 14.83 | 25.32 |
| Draw Down(%) | NA | 14.14 | 19.68 | 41.22 | 41.22 | NA | NA | … | … | 14.14 | 19.68 | 8.38 | 11.51 | 38.07 | 9.36 | 31.04 | 7.39 | 19.97 | 3.23 | 11.17 | 13.19 | 7.71 | 5.53 | 9.48 | 18.40 | 16.19 | 23.55 | 47.81 | 8.71 | 7.20 | 5.88 | 8.40 | 11.55 | 23.38 |
| Yield(%) | 0.00 | 8.87 | 8.47 | 4.12 | 6.15 | 8.33 | 7.24 | … | … | 0.00 | 9.16 | 9.31 | 4.62 | 0.00 | 0.00 | 0.46 | 6.07 | 9.62 | 6.33 | 4.29 | 8.16 | 9.82 | 10.29 | 0.73 | 0.65 | 1.03 | 1.70 | 3.53 | 7.07 | 4.09 | 2.86 | 1.22 | 0.07 | 0.35 |
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 |
|---|---|---|---|---|
| RAFFX (AMCAP FUND CLASS R-5) |
-14.61%
Feb 2006 – Feb 2009 |
-6.32%
Feb 2004 – Feb 2009 |
6.87%
Nov 2002 – Nov 2012 |
6.40%
Sep 2007 – Sep 2022 |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| RAFFX (AMCAP FUND CLASS R-5) |
27.16%
Feb 2009 – Feb 2012 |
25.37%
Feb 2009 – Feb 2014 |
17.26%
Feb 2009 – Feb 2019 |
14.12%
Feb 2009 – Feb 2024 |
Annualized Rolling Returns Comparison Chart