RAFEX
American Funds AMCAP Fund Class R-4
Mutual fund
$44.70+0.41 (+0.93%)Close Oct 2, 2026
May 20, 2002 – Oct 2, 2026, Dividends reinvested
- Final balance
- $91,455
- CAGR
- +9.51%
- Max drawdown
- −52.87%
- Sharpe ratio
- 0.59
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Growth of $10,000
Trailing returns (%)
Annualized from 3Y- 1M
- −0.18%
- 3M
- +0.47%
- 6M
- +15.33%
- YTD
- +6.36%
- 1Y
- +8.43%
- 3Y
- +20.12%
- 5Y
- +8.54%
- 10Y
- +12.56%
- 15Y
- +13.74%
- 20Y
- +10.28%
- Since 2002
- +9.51%
Metrics
Since 2002| Volatility | 18.23% |
|---|---|
| Sortino ratio | 0.83 |
| Calmar ratio | 0.18 |
| Best year, 2009 | +39.32% |
| Worst year, 2008 | −37.73% |
| Positive years | 20 of 23 |
| Longest drawdown | 3.5 years |
Worst drawdowns
Since 2002| Decline | Peak | Bottom | Recovered | Length |
|---|---|---|---|---|
| −52.9% | Oct 2007 | Mar 2009 | Apr 2011 | 3.5 years |
| −35.3% | Nov 2021 | Oct 2022 | Mar 2024 | 2.3 years |
| −31.0% | Feb 2020 | Mar 2020 | Jul 2020 | 5 months |
| −27.0% | May 2002 | Oct 2002 | Aug 2003 | 1.3 years |
| −20.0% | Oct 2018 | Dec 2018 | Jul 2019 | 9 months |
Annual returns
2002 from May 20 · 2026 through Oct 2