CAFEX
American Funds AMCAP Fund Class 529-E
Mutual fund
$41.89+0.38 (+0.92%)Close Oct 2, 2026
Mar 7, 2002 – Oct 2, 2026, Dividends reinvested
- Final balance
- $82,824
- CAGR
- +8.98%
- Max drawdown
- −53.11%
- Sharpe ratio
- 0.56
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Growth of $10,000
Trailing returns (%)
Annualized from 3Y- 1M
- −0.21%
- 3M
- +0.41%
- 6M
- +15.19%
- YTD
- +6.15%
- 1Y
- +8.16%
- 3Y
- +19.83%
- 5Y
- +8.27%
- 10Y
- +12.28%
- 15Y
- +13.44%
- 20Y
- +9.95%
- Since 2002
- +8.98%
Metrics
Since 2002| Volatility | 18.22% |
|---|---|
| Sortino ratio | 0.80 |
| Calmar ratio | 0.17 |
| Best year, 2009 | +38.70% |
| Worst year, 2008 | −37.90% |
| Positive years | 20 of 23 |
| Longest drawdown | 3.7 years |
Worst drawdowns
Since 2002| Decline | Peak | Bottom | Recovered | Length |
|---|---|---|---|---|
| −53.1% | Oct 2007 | Mar 2009 | Jul 2011 | 3.7 years |
| −35.4% | Nov 2021 | Oct 2022 | Mar 2024 | 2.3 years |
| −31.0% | Feb 2020 | Mar 2020 | Jul 2020 | 5 months |
| −29.7% | Mar 2002 | Oct 2002 | Nov 2003 | 1.7 years |
| −20.1% | Oct 2018 | Dec 2018 | Jul 2019 | 9 months |
Annual returns
2002 from Mar 7 · 2026 through Oct 2