Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| CAFBX (AMCAP FUND CLASS 529-B) | NA | 14.25% | 8.21% | 12.68% | 6.89% | 6.61% | NA | … | … |
Data as of 04/10/2017, Common starting date is 03/15/2002
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| CAFBX (AMCAP FUND CLASS 529-B) | 03/15/2002 | 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 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return (%) | 0.15 | 14.25 | 8.21 | 12.68 | 6.89 | 6.61 | NA | … | … | 5.68 | 8.06 | -0.06 | 11.14 | 35.61 | 14.69 | -0.56 | 12.99 | 38.02 | -38.19 | 6.53 | 7.71 | 5.96 | 8.72 | 28.51 | -20.01 |
| Sharpe Ratio | NA | 1.31 | 0.59 | 0.96 | 0.34 | NA | NA | … | … | 3.22 | 0.57 | -0.01 | 0.77 | 3.24 | 1.20 | -0.03 | 0.75 | 1.47 | -1.11 | 0.27 | 0.47 | 0.42 | 0.77 | 1.88 | -1.12 |
| Standard Deviation(%) | NA | 10.42 | 13.76 | 13.15 | 19.44 | NA | NA | … | … | 6.94 | 13.61 | 14.39 | 14.51 | 10.99 | 12.32 | 21.94 | 17.32 | 25.87 | 35.24 | 12.98 | 9.44 | 9.09 | 10.12 | 14.81 | 22.85 |
| Draw Down(%) | NA | 6.62 | 17.29 | 17.29 | 53.35 | NA | NA | … | … | 2.10 | 11.31 | 13.42 | 7.84 | 5.64 | 9.70 | 18.67 | 16.61 | 23.70 | 48.38 | 8.84 | 7.30 | 6.25 | 8.75 | 11.70 | 29.82 |
| Yield(%) | 0.00 | 3.90 | 7.58 | 8.22 | 4.92 | 4.61 | 3.40 | … | … | 0.00 | 3.96 | 8.92 | 10.28 | 10.31 | 0.00 | 0.00 | 0.00 | 0.36 | 3.65 | 5.93 | 3.09 | 2.18 | 0.76 | 0.00 | 0.00 |
Data as of 04/10/2017, Common starting date is 03/15/2002
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| CAFBX (AMCAP FUND CLASS 529-B) |
-15.57%
Feb 2006 – Feb 2009 |
-7.41%
Feb 2004 – Feb 2009 |
3.71%
May 2002 – May 2012 |
0.00%
NA |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| CAFBX (AMCAP FUND CLASS 529-B) |
25.56%
Feb 2009 – Feb 2012 |
23.84%
Feb 2009 – Feb 2014 |
8.25%
Apr 2005 – Apr 2015 |
0.00%
NA |
Annualized Rolling Returns Comparison Chart