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Summary
Historical data
Profile
Holdings
Performance
Risk
Purchase info
Sustainability
RAFFX - American Funds AMCAP Fund Class R-5
Nasdaq - Nasdaq Delayed Price. Currency in USD
Risk overview
Morningstar risk rating
★★
Number of years up
17
Number of years down
3
Best 1-yr total return (6 Jun 2023)
39.65%
Worst 1-yr total return (6 Jun 2023)
N/A
Risk statistics
3 years
RAFFX
Category average
5 years
RAFFX
Category average
10 years
RAFFX
Category average
Alpha
-5.12
0.03
-3.32
0.04
-0.95
0.01
BETA
0.99
0.01
0.98
0.01
0.98
0.01
Mean annual return
0.71
0.02
0.73
0.02
0.94
0.01
R-squared
91.68
0.89
93.45
0.87
92.35
0.87
Standard deviation
18.52
0.2
18.95
0.16
15.07
0.15
Sharpe ratio
0.38
0.01
0.37
0.01
0.68
0.01
Treynor ratio
5.65
0.21
5.62
0.21
9.81
0.15
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