Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Inception |
|---|---|---|---|---|---|---|---|---|
| RAFFX (AMCAP FUND CLASS R-5) | 3.28% | 4.75% | 14.39% | 5.99% | 8.08% | 11.44% | 8.56% | 8.46% |
Data as of 07/01/2025, AR inception is 06/10/2002
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| RAFFX (AMCAP FUND CLASS R-5) | 06/10/2002 | 07/01/2025 |
| 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 (%) | 1.66 | 4.75 | 14.39 | 5.99 | 8.08 | 11.44 | 8.56 | 8.46 | 3.28 | 12.98 | 27.95 | -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 | 0.05 | 0.52 | 0.24 | 0.34 | NA | NA | 0.39 | 0.15 | 0.41 | 1.67 | -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 | 0.37 | 0.60 | 0.56 | 0.90 | 1.98 | -0.90 |
| Standard Deviation(%) | NA | 22.31 | 19.28 | 19.89 | 19.15 | NA | NA | 18.53 | 26.30 | 15.72 | 14.31 | 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 | 23.62 | 23.62 | 41.22 | 41.22 | NA | NA | 52.58 | 19.68 | 9.51 | 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 | 0.60 | 0.71 | 0.47 | 3.44 | 6.95 | 5.38 | 5.85 | 0.00 | 0.68 | 1.28 | 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 07/01/2025, 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 |
|---|---|---|---|---|
| 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 |
13.92%
Feb 2009 - Feb 2024 |
Annualized Rolling Returns Comparison Chart