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PicoDash

AMERICAN FUNDS AMCAP FUND CLASS 529-E

Alpha 1 Year-4.00 Alpha 10 Years-2.24 Alpha 15 Years-1.45 Alpha 20 Years-0.99 Alpha 3 Years-5.17 Alpha 5 Years-3.43 Average Gain 1 Year4.39 Average Gain 10 Years3.37 Average Gain 15 Years3.45 Average Gain 20 Years3.32 Average Gain 3 Years4.46 Average Gain 5 Years4.43 Average Loss 1 Year-3.82 Average Loss 10 Years-4.06 Average Loss 15 Years-3.64 Average Loss 20 Years-3.62 Average Loss 3 Years-5.16 Average Loss 5 Years-4.55 Batting Average 1 Year33.33 Batting Average 10 Years46.67 Batting Average 15 Years46.11 Batting Average 20 Years47.50 Batting Average 3 Years47.22 Batting Average 5 Years51.67 Beta 1 Year1.12 Beta 10 Years0.99 Beta 15 Years1.00 Beta 20 Years0.99 Beta 3 Years1.05 Beta 5 Years1.00 Capture Ratio Down 1 Year121.52 Capture Ratio Down 10 Years105.97 Capture Ratio Down 15 Years103.68 Capture Ratio Down 20 Years99.78 Capture Ratio Down 3 Years116.42 Capture Ratio Down 5 Years107.64 Capture Ratio Up 1 Year104.84 Capture Ratio Up 10 Years94.52 Capture Ratio Up 15 Years96.07 Capture Ratio Up 20 Years95.63 Capture Ratio Up 3 Years95.68 Capture Ratio Up 5 Years94.62 Correlation 1 Year98.30 Correlation 10 Years96.57 Correlation 15 Years96.87 Correlation 20 Years96.92 Correlation 3 Years96.28 Correlation 5 Years96.64 High 1 Year41.14 Information Ratio 1 Year-0.40 Information Ratio 10 Years-0.66 Information Ratio 15 Years-0.48 Information Ratio 20 Years-0.31 Information Ratio 3 Years-1.02 Information Ratio 5 Years-0.77 Low 1 Year30.93 Maximum Loss 1 Year-9.98 Maximum Loss 10 Years-32.60 Maximum Loss 15 Years-32.60 Maximum Loss 20 Years-48.84 Maximum Loss 3 Years-32.60 Maximum Loss 5 Years-32.60 Performance Current Year13.82 Performance since Inception29,295.24 Risk adjusted Return 10 Years5.78 Risk adjusted Return 3 Years-2.55 Risk adjusted Return 5 Years4.97 Risk adjusted Return Since Inception3.87 R-Squared (R²) 1 Year96.64 R-Squared (R²) 10 Years93.26 R-Squared (R²) 15 Years93.83 R-Squared (R²) 20 Years93.94 R-Squared (R²) 3 Years92.70 R-Squared (R²) 5 Years93.39 Sortino Ratio 1 Year2.12 Sortino Ratio 10 Years0.89 Sortino Ratio 15 Years1.27 Sortino Ratio 20 Years0.79 Sortino Ratio 3 Years0.20 Sortino Ratio 5 Years0.87 Tracking Error 1 Year3.77 Tracking Error 10 Years4.07 Tracking Error 15 Years3.75 Tracking Error 20 Years3.76 Tracking Error 3 Years5.33 Tracking Error 5 Years4.85 Trailing Performance 1 Month0.55 Trailing Performance 1 Week2.11 Trailing Performance 1 Year20.63 Trailing Performance 10 Years170.06 Trailing Performance 2 Years36.89 Trailing Performance 3 Months8.22 Trailing Performance 3 Years13.05 Trailing Performance 4 Years48.27 Trailing Performance 5 Years70.56 Trailing Performance 6 Months12.23 Trailing Return 1 Month0.55 Trailing Return 1 Year20.63 Trailing Return 10 Years10.44 Trailing Return 15 Years12.54 Trailing Return 2 Months4.73 Trailing Return 2 Years17.00 Trailing Return 20 Years9.37 Trailing Return 3 Months8.22 Trailing Return 3 Years4.17 Trailing Return 4 Years10.35 Trailing Return 5 Years11.27 Trailing Return 6 Months12.23 Trailing Return 6 Years9.94 Trailing Return 7 Years11.31 Trailing Return 8 Years11.77 Trailing Return 9 Months34.00 Trailing Return 9 Years10.48 Trailing Return Since Inception8.56 Trailing Return YTD - Year to Date13.82 Treynor Ratio 1 Year18.14 Treynor Ratio 10 Years8.53 Treynor Ratio 15 Years11.77 Treynor Ratio 20 Years7.46 Treynor Ratio 3 Years0.84 Treynor Ratio 5 Years9.54

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Sherie Connelly

Update: 2024-07-01

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