RAEFX
American Funds AMCAP Fund Class R-5E
Mutual fund
$45.83+0.43 (+0.95%)Close Oct 2, 2026
Nov 20, 2015 – Oct 2, 2026, Dividends reinvested
- Final balance
- $35,237
- CAGR
- +12.29%
- Max drawdown
- −35.16%
- Sharpe ratio
- 0.72
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Growth of $10,000
Trailing returns (%)
Annualized from 3Y- 1M
- −0.15%
- 3M
- +0.53%
- 6M
- +15.47%
- YTD
- +6.53%
- 1Y
- +8.65%
- 3Y
- +20.37%
- 5Y
- +8.76%
- 10Y
- +12.88%
- Since 2015
- +12.29%
Metrics
Since 2015| Volatility | 18.49% |
|---|---|
| Sortino ratio | 1.01 |
| Calmar ratio | 0.35 |
| Best year, 2023 | +31.30% |
| Worst year, 2022 | −28.55% |
| Positive years | 8 of 10 |
| Longest drawdown | 2.3 years |
Worst drawdowns
Since 2015| Decline | Peak | Bottom | Recovered | Length |
|---|---|---|---|---|
| −35.2% | Nov 2021 | Oct 2022 | Mar 2024 | 2.3 years |
| −31.0% | Feb 2020 | Mar 2020 | Jul 2020 | 5 months |
| −20.0% | Oct 2018 | Dec 2018 | Apr 2019 | 7 months |
| −19.7% | Feb 2025 | Apr 2025 | Jun 2025 | 4 months |
| −14.1% | Jan 2026 | Mar 2026 | Apr 2026 | 3 months |
Annual returns
2015 from Nov 20 · 2026 through Oct 2