Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| AMPBX (AMCAP FUND CLASS B) | NA | 14.34% | 8.33% | 12.82% | 7.06% | 6.82% | NA | … | … |
Data as of 04/10/2017, Common starting date is 04/03/2000
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| AMPBX (AMCAP FUND CLASS B) | 04/03/2000 | 04/10/2017 |
| Last 1 Week | 1 Yr | 3 Yr | 5 Yr | 10 Yr | 15 Yr | 20 Yr | Common | Inception | 2017 | 2016 | 2015 | 2014 | 2013 | 2012 | 2011 | 2010 | 2009 | 2008 | 2007 | 2006 | 2005 | 2004 | 2003 | 2002 | 2001 | 2000 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return (%) | 0.19 | 14.34 | 8.33 | 12.82 | 7.06 | 6.82 | NA | … | … | 5.71 | 8.16 | 0.06 | 11.29 | 35.75 | 14.84 | -0.44 | 13.70 | 38.13 | -38.15 | 6.69 | 7.80 | 6.17 | 8.91 | 28.69 | -19.31 | -5.78 | 0.21 |
| Sharpe Ratio | NA | 1.32 | 0.60 | 0.97 | 0.34 | NA | NA | … | … | 3.27 | 0.58 | 0.00 | 0.78 | 3.24 | 1.21 | -0.02 | 0.79 | 1.47 | -1.11 | 0.28 | 0.48 | 0.44 | 0.79 | 1.88 | -0.95 | -0.41 | -0.21 |
| Standard Deviation(%) | NA | 10.39 | 13.72 | 13.12 | 19.41 | NA | NA | … | … | 6.86 | 13.58 | 14.37 | 14.43 | 11.01 | 12.31 | 21.91 | 17.28 | 25.87 | 35.18 | 12.96 | 9.50 | 9.09 | 10.13 | 14.86 | 21.49 | 19.98 | 18.04 |
| Draw Down(%) | NA | 6.60 | 17.24 | 17.24 | 53.30 | NA | NA | … | … | 2.04 | 11.31 | 13.40 | 7.84 | 5.66 | 9.68 | 18.65 | 16.55 | 23.68 | 48.33 | 8.82 | 7.28 | 6.18 | 8.75 | 11.66 | 29.94 | 23.19 | 9.87 |
| Yield(%) | 0.00 | 3.87 | 7.55 | 8.20 | 4.98 | 4.73 | 3.55 | … | … | 0.00 | 3.93 | 8.87 | 10.23 | 10.28 | 0.00 | 0.00 | 0.55 | 0.23 | 3.66 | 6.04 | 3.10 | 2.20 | 0.76 | 0.00 | 0.60 | 4.30 | 11.59 |
Data as of 04/10/2017, Common starting date is 04/03/2000
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| AMPBX (AMCAP FUND CLASS B) |
-15.47%
Feb 2006 – Feb 2009 |
-7.28%
Feb 2004 – Feb 2009 |
0.04%
Aug 2000 – Aug 2010 |
4.66%
Jan 2001 – Jan 2016 |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| AMPBX (AMCAP FUND CLASS B) |
25.89%
Feb 2009 – Feb 2012 |
24.09%
Feb 2009 – Feb 2014 |
8.42%
Aug 2004 – Aug 2014 |
7.10%
Feb 2002 – Feb 2017 |
Annualized Rolling Returns Comparison Chart