Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| RAFGX (AMCAP FUND CLASS R-6) | 5.76% | 20.87% | 20.05% | 9.94% | 13.15% | 13.12% | NA | … | … |
Data as of 06/04/2026, Common starting date is 05/04/2009
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| RAFGX (AMCAP FUND CLASS R-6) | 05/04/2009 | 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 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return (%) | -0.79 | 20.87 | 20.05 | 9.94 | 13.15 | 13.12 | NA | … | … | 5.76 | 9.57 | 21.50 | 31.47 | -28.42 | 24.11 | 21.84 | 26.76 | -1.70 | 22.49 | 9.37 | 1.03 | 12.48 | 37.26 | 16.13 | 0.71 | 14.60 | 23.61 |
| Sharpe Ratio | NA | 1.48 | 1.07 | 0.40 | 0.63 | NA | NA | … | … | 0.90 | 0.32 | 1.23 | 1.96 | -1.05 | 1.65 | 0.69 | 1.93 | -0.18 | 3.09 | 0.68 | 0.07 | 1.05 | 3.40 | 1.32 | 0.03 | 0.84 | 2.05 |
| Standard Deviation(%) | NA | 14.53 | 16.62 | 19.25 | 18.78 | NA | NA | … | … | 17.06 | 21.44 | 14.54 | 14.34 | 28.42 | 14.62 | 31.12 | 13.09 | 17.29 | 7.11 | 13.56 | 14.38 | 11.82 | 10.96 | 12.32 | 21.91 | 17.26 | 18.20 |
| Draw Down(%) | NA | 14.12 | 19.67 | 35.07 | 35.07 | NA | NA | … | … | 14.12 | 19.67 | 8.38 | 11.48 | 33.33 | 7.32 | 31.02 | 7.38 | 19.97 | 3.24 | 11.16 | 13.15 | 7.70 | 5.56 | 9.49 | 18.39 | 16.18 | 8.33 |
| Yield(%) | 0.00 | 8.89 | 8.54 | 6.43 | 8.55 | 10.59 | 11.58 | … | … | 0.00 | 9.18 | 9.39 | 4.75 | 4.92 | 6.91 | 4.72 | 6.16 | 9.69 | 6.40 | 4.36 | 8.18 | 9.90 | 10.38 | 0.80 | 0.71 | 1.02 | 0.00 |
Data as of 06/04/2026, Common starting date is 05/04/2009
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| RAFGX (AMCAP FUND CLASS R-6) |
2.67%
Dec 2019 – Dec 2022 |
6.17%
Dec 2017 – Dec 2022 |
9.27%
Oct 2013 – Oct 2023 |
11.77%
Apr 2010 – Apr 2025 |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| RAFGX (AMCAP FUND CLASS R-6) |
24.60%
Sep 2022 – Sep 2025 |
19.94%
Jun 2009 – Jun 2014 |
16.67%
Sep 2011 – Sep 2021 |
14.09%
Aug 2010 – Aug 2025 |
Annualized Rolling Returns Comparison Chart