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GAFFX vs. FIFAX.HE
Performance
Risk-Adjusted Performance
Dividends
Drawdowns
Volatility

Correlation

The correlation between GAFFX and FIFAX.HE is 0.04, which is considered to be low. This implies their price changes are not closely related. A low correlation is generally favorable for portfolio diversification, as it helps to reduce overall risk by spreading it across multiple assets with different performance patterns.


-0.50.00.51.00.0

Performance

GAFFX vs. FIFAX.HE - Performance Comparison

The chart below illustrates the hypothetical performance of a $10,000 investment in American Funds Growth Fund of Amer F3 (GAFFX) and FIFAX Abp (FIFAX.HE). The values are adjusted to include any dividend payments, if applicable.

-20.00%-10.00%0.00%10.00%20.00%30.00%SeptemberOctoberNovemberDecember2025February
2.26%
-20.98%
GAFFX
FIFAX.HE

Key characteristics

Sharpe Ratio

GAFFX:

0.82

FIFAX.HE:

0.07

Sortino Ratio

GAFFX:

1.07

FIFAX.HE:

0.86

Omega Ratio

GAFFX:

1.18

FIFAX.HE:

1.11

Calmar Ratio

GAFFX:

0.81

FIFAX.HE:

0.07

Martin Ratio

GAFFX:

3.52

FIFAX.HE:

0.25

Ulcer Index

GAFFX:

4.41%

FIFAX.HE:

25.64%

Daily Std Dev

GAFFX:

19.03%

FIFAX.HE:

91.43%

Max Drawdown

GAFFX:

-41.75%

FIFAX.HE:

-88.03%

Current Drawdown

GAFFX:

-9.33%

FIFAX.HE:

-85.28%

Returns By Period

In the year-to-date period, GAFFX achieves a 3.13% return, which is significantly higher than FIFAX.HE's -17.37% return.


GAFFX

YTD

3.13%

1M

-2.08%

6M

2.26%

1Y

12.76%

5Y*

7.87%

10Y*

N/A

FIFAX.HE

YTD

-17.37%

1M

-17.37%

6M

-15.42%

1Y

10.88%

5Y*

N/A

10Y*

N/A

*Annualized

Compare stocks, funds, or ETFs

Search for stocks, ETFs, and funds for a quick comparison or use the comparison tool for more options.


Risk-Adjusted Performance

GAFFX vs. FIFAX.HE — Risk-Adjusted Performance Rank

Compare risk-adjusted metric ranks to identify better-performing investments over the past 12 months.

GAFFX
The Risk-Adjusted Performance Rank of GAFFX is 4747
Overall Rank
The Sharpe Ratio Rank of GAFFX is 4141
Sharpe Ratio Rank
The Sortino Ratio Rank of GAFFX is 3636
Sortino Ratio Rank
The Omega Ratio Rank of GAFFX is 5050
Omega Ratio Rank
The Calmar Ratio Rank of GAFFX is 5858
Calmar Ratio Rank
The Martin Ratio Rank of GAFFX is 5252
Martin Ratio Rank

FIFAX.HE
The Risk-Adjusted Performance Rank of FIFAX.HE is 5252
Overall Rank
The Sharpe Ratio Rank of FIFAX.HE is 4949
Sharpe Ratio Rank
The Sortino Ratio Rank of FIFAX.HE is 5555
Sortino Ratio Rank
The Omega Ratio Rank of FIFAX.HE is 5555
Omega Ratio Rank
The Calmar Ratio Rank of FIFAX.HE is 5050
Calmar Ratio Rank
The Martin Ratio Rank of FIFAX.HE is 5050
Martin Ratio Rank
The risk-adjusted ranks indicate the investment's position relative to the market. A rank closer to 100 signifies top-performing investments, while a rank closer to 0 might suggest underperformance, based on the selected ratio. The values are calculated based on the past 12 months of returns.

GAFFX vs. FIFAX.HE - Risk-Adjusted Performance Comparison

This table presents a comparison of risk-adjusted performance metrics for American Funds Growth Fund of Amer F3 (GAFFX) and FIFAX Abp (FIFAX.HE). Risk-adjusted metrics are performance indicators that assess an investment's returns in relation to its risk, enabling a more accurate comparison of different investment options.


Sharpe ratio
The chart of Sharpe ratio for GAFFX, currently valued at 0.56, compared to the broader market-1.000.001.002.003.004.000.560.13
The chart of Sortino ratio for GAFFX, currently valued at 0.78, compared to the broader market0.002.004.006.008.0010.0012.000.780.95
The chart of Omega ratio for GAFFX, currently valued at 1.13, compared to the broader market1.002.003.004.001.131.12
The chart of Calmar ratio for GAFFX, currently valued at 0.56, compared to the broader market0.005.0010.0015.0020.000.560.13
The chart of Martin ratio for GAFFX, currently valued at 2.35, compared to the broader market0.0020.0040.0060.0080.002.350.43
GAFFX
FIFAX.HE

The current GAFFX Sharpe Ratio is 0.82, which is higher than the FIFAX.HE Sharpe Ratio of 0.07. The chart below compares the historical Sharpe Ratios of GAFFX and FIFAX.HE, offering insights into how both investments have performed under varying market conditions. These values are calculated using daily returns over the previous 12 months.


Rolling 12-month Sharpe Ratio0.000.501.001.502.002.50SeptemberOctoberNovemberDecember2025February
0.56
0.13
GAFFX
FIFAX.HE

Dividends

GAFFX vs. FIFAX.HE - Dividend Comparison

GAFFX's dividend yield for the trailing twelve months is around 0.71%, while FIFAX.HE has not paid dividends to shareholders.


TTM20242023202220212020201920182017
GAFFX
American Funds Growth Fund of Amer F3
0.71%0.73%0.89%0.72%0.40%0.53%1.17%1.09%0.83%
FIFAX.HE
FIFAX Abp
0.00%0.00%0.00%0.00%0.00%0.00%0.00%0.00%0.00%

Drawdowns

GAFFX vs. FIFAX.HE - Drawdown Comparison

The maximum GAFFX drawdown since its inception was -41.75%, smaller than the maximum FIFAX.HE drawdown of -88.03%. Use the drawdown chart below to compare losses from any high point for GAFFX and FIFAX.HE. For additional features, visit the drawdowns tool.


-80.00%-60.00%-40.00%-20.00%0.00%SeptemberOctoberNovemberDecember2025February
-9.33%
-86.74%
GAFFX
FIFAX.HE

Volatility

GAFFX vs. FIFAX.HE - Volatility Comparison

The current volatility for American Funds Growth Fund of Amer F3 (GAFFX) is 4.32%, while FIFAX Abp (FIFAX.HE) has a volatility of 19.06%. This indicates that GAFFX experiences smaller price fluctuations and is considered to be less risky than FIFAX.HE based on this measure. The chart below showcases a comparison of their rolling one-month volatility.


0.00%10.00%20.00%30.00%40.00%50.00%SeptemberOctoberNovemberDecember2025February
4.32%
19.06%
GAFFX
FIFAX.HE
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Disclaimer

The information contained herein does not constitute investment advice and made available for educational purposes only. Prices and returns on equities are listed without consideration of fees, commissions, taxes, penalties, or interest payable due to purchasing, holding, or selling.

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