- CUSIP
- 023375827
- Issuer
- American Funds
- Inception Date
- May 1, 1967
- Category
- Large Cap Growth Equities
- Index Tracked
- No Index (Active)
- Distribution Policy
- Distributing
- Asset Class
- Equity
Share Price Chart
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Performance
AMCFX Performance Chart
American Funds AMCAP Fund Class F-2 (AMCFX) is up 5.6% since the beginning of the year. AMCFX is currently trading at $46 per share. Investors who bought $1,000 worth of AMCFX shares 5 years ago would now be looking at an investment worth $1,600.
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Returns By Period
American Funds AMCAP Fund Class F-2 (AMCFX) has returned 5.63% so far this year and 20.92% over the past 12 months. Over the last ten years, AMCFX has returned 12.89% per year, falling short of the S&P 500 Index benchmark, which averaged 13.88% annually.
American Funds AMCAP Fund Class F-2
- 1D
- 1.50%
- 1M
- 1.55%
- YTD
- 5.63%
- 6M
- 5.42%
- 1Y
- 20.92%
- 3Y*
- 18.94%
- 5Y*
- 9.86%
- 10Y*
- 12.89%
Benchmark (S&P 500 Index)
- 1D
- -0.37%
- 1M
- -0.01%
- YTD
- 9.16%
- 6M
- 8.64%
- 1Y
- 25.22%
- 3Y*
- 19.78%
- 5Y*
- 11.99%
- 10Y*
- 13.88%
AMCFX Monthly Returns History
Based on dividend-adjusted daily data since Aug 1, 2008, AMCFX's average daily return is +0.05%, while the average monthly return is +1.05%. At this rate, an investment would double in approximately 5.5 years.
Historically, 65% of months were positive and 35% were negative. The best month was Apr 2020 with a return of +13.5%, while the worst month was Oct 2008 at -17.4%. The longest winning streak lasted 9 consecutive months, and the longest losing streak was 5 months.
On a daily basis, AMCFX closed higher 54% of trading days. The best single day was Apr 9, 2025 with a return of +9.7%, while the worst single day was Mar 16, 2020 at -11.1%.
| Jan | Feb | Mar | Apr | May | Jun | Jul | Aug | Sep | Oct | Nov | Dec | Total | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| 2026 | 0.26% | -2.13% | -6.76% | 12.08% | 4.22% | -1.16% | 5.63% | ||||||
| 2025 | 3.99% | -3.13% | -7.19% | 1.53% | 7.10% | 6.41% | 2.42% | 1.09% | 2.36% | 2.88% | 0.65% | -0.65% | 17.94% |
| 2024 | 1.48% | 6.43% | 2.57% | -4.91% | 3.39% | 4.20% | 0.60% | 2.10% | 2.13% | -1.51% | 5.29% | -1.69% | 21.38% |
| 2023 | 8.79% | -2.26% | 3.58% | 0.98% | 1.56% | 5.98% | 3.27% | -1.65% | -5.53% | -2.98% | 10.76% | 6.41% | 31.35% |
| 2022 | -10.64% | -2.95% | 1.03% | -11.22% | -1.54% | -7.81% | 9.69% | -4.33% | -8.57% | 4.98% | 5.70% | -4.93% | -28.53% |
| 2021 | -0.46% | 3.21% | 1.97% | 5.06% | 0.16% | 2.71% | 2.00% | 3.23% | -3.48% | 7.58% | -3.06% | 3.29% | 23.97% |
Benchmark Metrics
American Funds AMCAP Fund Class F-2 has an annualized alpha of 1.82%, beta of 0.95, and R2 of 0.95 versus S&P 500 Index. Calculated based on daily prices since August 01, 2008.
- This fund captured 103.84% of S&P 500 Index gains but only 97.85% of its losses - a favorable profile for investors.
- With beta of 0.95 and R2 of 0.95, this fund moves broadly in line with S&P 500 Index - much of its variation is explained by market exposure rather than independent behavior.
- Alpha
- 1.82%
- Beta
- 0.95
- R²
- 0.95
- Upside Capture
- 103.84%
- Downside Capture
- 97.85%
Expense Ratio
AMCFX has an expense ratio of 0.43%, placing it in the medium range.
Return for Risk
Risk / Return Rank
AMCFX ranks 24 for risk / return — below 24% of mutual funds on our site. The returns aren't fully compensating for the risk involved. This isn't necessarily a dealbreaker, but factor it into your decision — especially if you're risk-averse.
Return / Risk — by metrics
The table below present risk-adjusted performance metrics for American Funds AMCAP Fund Class F-2 (AMCFX) and compare them to S&P 500 Index.
Values are calculated on a 1-year rolling basis and updated daily. Risk-adjusted metrics are more stable over longer periods — use the period switch above to explore them.
| AMCFX | Benchmark | Difference | |
|---|---|---|---|
| Sharpe ratioReturn per unit of total volatility | -0.69 | ||
| Sortino ratioReturn per unit of downside risk | -0.85 | ||
| Omega ratioGain probability vs. loss probability | 1.25 | 1.37 | -0.12 |
| Calmar ratioReturn relative to maximum drawdown | 1.45 | 2.78 | -1.33 |
| Martin ratioReturn relative to average drawdown | 5.80 | 12.44 | -6.64 |
Dividends
Dividend History
American Funds AMCAP Fund Class F-2 provided a 12.37% dividend yield over the last twelve months, with an annual payout of $5.69 per share. The fund has been increasing its distributions for 2 consecutive years.
| Period | TTM | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Dividend | $5.69 | $4.02 | $3.58 | $1.39 | $2.27 | $2.70 | $1.58 | $1.70 | $2.24 | $1.74 | $1.10 | $2.30 |
Dividend yield | 12.37% | 8.57% | 8.25% | 3.59% | 7.43% | 5.87% | 4.02% | 5.04% | 7.99% | 5.50% | 4.02% | 8.82% |
Monthly Dividends
The table displays the monthly dividend distributions for American Funds AMCAP Fund Class F-2. The dividends shown in the table have been adjusted to account for any splits that may have occurred.
| Jan | Feb | Mar | Apr | May | Jun | Jul | Aug | Sep | Oct | Nov | Dec | Total | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| 2026 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $3.54 | $3.54 | ||||||
| 2025 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $1.87 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $2.15 | $4.02 |
| 2024 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.81 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $2.77 | $3.58 |
| 2023 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.17 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $1.22 | $1.39 |
| 2022 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $2.27 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $2.27 |
| 2021 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $1.53 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $1.17 | $2.70 |
Drawdowns
Drawdowns Chart
The Drawdowns chart displays portfolio losses from any high point along the way. Drawdowns are calculated considering price movements and all distributions paid, if any.
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Worst Drawdowns
The table below displays the maximum drawdowns of the American Funds AMCAP Fund Class F-2. A maximum drawdown is a measure of risk, indicating the largest reduction in portfolio value due to a series of losing trades.
The maximum drawdown for the American Funds AMCAP Fund Class F-2 was 43.83%, occurring on Mar 9, 2009. Recovery took 208 trading sessions.
The current American Funds AMCAP Fund Class F-2 drawdown is 1.50%.
Related event | Drawdown | Fall | Recovery | Underwater |
|---|---|---|---|---|
Financial crisis2007–2009 | -43.83%Mar 2009 | 6mo 23d | 10mo 1d | 1y 4moAug 2008 - Jan 2010 |
Bear market2022 | -35.12%Oct 2022 | 11mo 1d | 1y 4mo | 2y 3moNov 2021 - Mar 2024 |
COVID crash2020 | -31.02%Mar 2020 | 1mo 2d | 3mo 24d | 4mo 26dFeb 2020 - Jul 2020 |
Rate-hike selloffLate 2018 | -19.95%Dec 2018 | 2mo 23d | 6mo 9d | 9mo 2dOct 2018 - Jul 2019 |
2025 selloff2025 | -19.69%Apr 2025 | 1mo 23d | 2mo 17d | 4mo 10dFeb 2025 - Jun 2025 |
Drawdown Indicators
| AMCFX | Benchmark | Difference | |
|---|---|---|---|
Max DrawdownLargest peak-to-trough decline | -43.83% | -56.78% | +12.95% |
Max Drawdown (1Y)Largest decline over 1 year | -14.14% | -9.10% | -5.04% |
Max Drawdown (3Y)Largest decline over 3 years | -19.69% | -18.90% | -0.79% |
Max Drawdown (5Y)Largest decline over 5 years | -35.12% | -25.43% | -9.69% |
Max Drawdown (10Y)Largest decline over 10 years | -35.12% | -33.92% | -1.20% |
Current DrawdownCurrent decline from peak | -1.50% | -1.80% | +0.30% |
Average DrawdownAverage peak-to-trough decline | -6.56% | -10.71% | +4.15% |
Ulcer IndexDepth and duration of drawdowns from previous peaks | 3.54% | 2.03% | +1.51% |
Volatility
Volatility Chart
The chart below shows the rolling one-month volatility.
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