Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| RAEBX (AMCAP FUND CLASS R-2E) | 1.00% | 13.56% | 16.94% | 8.03% | 11.92% | NA | NA | … | … |
Data as of 06/10/2026, Common starting date is 09/02/2014
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| RAEBX (AMCAP FUND CLASS R-2E) | 09/02/2014 | 06/10/2026 |
| 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 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return (%) | -4.00 | 13.56 | 16.94 | 8.03 | 11.92 | NA | NA | … | … | 1.00 | 8.08 | 20.53 | 30.42 | -29.00 | 23.12 | 20.83 | 25.76 | -2.51 | 21.49 | 8.58 | 0.36 | 7.46 |
| Sharpe Ratio | NA | 0.94 | 0.88 | 0.31 | 0.55 | NA | NA | … | … | 0.20 | 0.25 | 1.16 | 1.89 | -1.07 | 1.58 | 0.66 | 1.86 | -0.23 | 2.95 | 0.62 | 0.02 | 1.42 |
| Standard Deviation(%) | NA | 14.85 | 16.68 | 19.28 | 18.77 | NA | NA | … | … | 17.31 | 21.58 | 14.54 | 14.29 | 28.43 | 14.60 | 31.03 | 13.09 | 17.27 | 7.10 | 13.56 | 14.41 | 16.95 |
| Draw Down(%) | NA | 14.27 | 19.78 | 35.53 | 35.53 | NA | NA | … | … | 14.27 | 19.78 | 8.43 | 11.67 | 33.74 | 7.33 | 31.07 | 7.45 | 20.11 | 3.30 | 11.21 | 13.32 | 7.72 |
| Yield(%) | 0.00 | 9.33 | 8.23 | 6.28 | 8.20 | 6.25 | 4.69 | … | … | 0.00 | 9.72 | 9.11 | 3.53 | 5.12 | 7.12 | 4.32 | 5.52 | 9.26 | 5.88 | 3.97 | 8.22 | 11.54 |
Data as of 06/10/2026, Common starting date is 09/02/2014
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| RAEBX (AMCAP FUND CLASS R-2E) |
1.84%
Dec 2019 – Dec 2022 |
5.31%
Dec 2017 – Dec 2022 |
9.41%
Mar 2015 – Mar 2025 |
0.00%
NA |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| RAEBX (AMCAP FUND CLASS R-2E) |
23.61%
Sep 2022 – Sep 2025 |
18.20%
Oct 2016 – Oct 2021 |
12.87%
Jan 2016 – Jan 2026 |
0.00%
NA |
Annualized Rolling Returns Comparison Chart