Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| RAFAX (AMCAP FUND CLASS R-1) | 0.86% | 13.23% | 16.60% | 7.72% | 11.59% | 11.70% | 9.47% | … | … |
Data as of 06/10/2026, Common starting date is 06/10/2002
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| RAFAX (AMCAP FUND CLASS R-1) | 06/10/2002 | 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 | 2013 | 2012 | 2011 | 2010 | 2009 | 2008 | 2007 | 2006 | 2005 | 2004 | 2003 | 2002 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return (%) | -4.03 | 13.23 | 16.60 | 7.72 | 11.59 | 11.70 | 9.47 | … | … | 0.86 | 16.76 | 20.18 | 30.05 | -29.19 | 22.77 | 20.49 | 25.34 | -2.79 | 21.10 | 8.20 | -0.08 | 11.66 | 35.83 | 14.81 | -0.44 | 13.14 | 38.10 | -38.10 | 6.62 | 7.71 | 6.10 | 8.80 | 28.59 | -13.30 |
| Sharpe Ratio | NA | 0.91 | 0.86 | 0.29 | 0.53 | NA | NA | … | … | 0.18 | 0.70 | 1.14 | 1.86 | -1.08 | 1.56 | 0.65 | 1.83 | -0.24 | 2.89 | 0.59 | -0.01 | 0.80 | 3.26 | 1.21 | -0.02 | 0.76 | 1.47 | -1.11 | 0.27 | 0.46 | 0.42 | 0.77 | 1.88 | -0.92 |
| Standard Deviation(%) | NA | 14.87 | 16.69 | 19.29 | 18.78 | NA | NA | … | … | 17.32 | 20.03 | 14.56 | 14.34 | 28.42 | 14.62 | 31.02 | 13.08 | 17.27 | 7.10 | 13.57 | 14.40 | 14.60 | 10.98 | 12.32 | 21.94 | 17.26 | 25.87 | 35.21 | 12.94 | 9.48 | 9.07 | 10.10 | 14.84 | 25.38 |
| Draw Down(%) | NA | 14.30 | 19.82 | 35.67 | 35.67 | NA | NA | … | … | 14.30 | 19.82 | 8.43 | 11.73 | 33.87 | 7.35 | 31.10 | 7.48 | 20.13 | 3.30 | 11.27 | 13.41 | 7.83 | 5.65 | 9.69 | 18.68 | 16.57 | 23.72 | 48.32 | 8.81 | 7.25 | 6.16 | 8.76 | 11.65 | 23.60 |
| Yield(%) | 0.00 | 10.92 | 9.41 | 7.02 | 8.77 | 10.37 | 8.60 | … | … | 0.00 | 11.35 | 10.47 | 4.03 | 5.78 | 7.95 | 4.78 | 5.87 | 9.86 | 6.20 | 3.88 | 8.77 | 10.13 | 10.19 | 0.00 | 0.00 | 0.00 | 0.56 | 3.62 | 5.96 | 3.07 | 2.17 | 0.75 | 0.05 | 0.00 |
Data as of 06/10/2026, Common starting date is 06/10/2002
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| RAFAX (AMCAP FUND CLASS R-1) |
-15.49%
Feb 2006 – Feb 2009 |
-7.32%
Feb 2004 – Feb 2009 |
5.70%
Nov 2002 – Nov 2012 |
6.49%
Sep 2007 – Sep 2022 |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| RAFAX (AMCAP FUND CLASS R-1) |
25.67%
Feb 2009 – Feb 2012 |
23.97%
Feb 2009 – Feb 2014 |
15.99%
Feb 2009 – Feb 2019 |
14.22%
Feb 2009 – Feb 2024 |
Annualized Rolling Returns Comparison Chart