- ISIN
- US0233751082
- CUSIP
- 023375108
- Issuer
- American Funds
- Inception Date
- Jan 5, 1967
- Region
- North America (United States)
- Category
- Large Cap Growth Equities
- Index Tracked
- No Index (Active)
- Domicile
- United States
- Distribution Policy
- Distributing
- Asset Class
- Equity
- Asset Class Size
- Large-Cap
- Asset Class Style
- Growth
Share Price Chart
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Performance
AMCPX Performance Chart
American Funds AMCAP Fund Class A (AMCPX) is up 5.5% since the beginning of the year. AMCPX is currently trading at $45 per share. Investors who bought $1,000 worth of AMCPX shares 5 years ago would now be looking at an investment worth $1,543.
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Returns By Period
American Funds AMCAP Fund Class A (AMCPX) has returned 5.53% so far this year and 20.65% over the past 12 months. Over the last ten years, AMCPX has returned 12.36% per year, falling short of the S&P 500 Index benchmark, which averaged 13.88% annually.
American Funds AMCAP Fund Class A
- 1D
- 1.49%
- 1M
- 1.54%
- YTD
- 5.53%
- 6M
- 5.33%
- 1Y
- 20.65%
- 3Y*
- 18.68%
- 5Y*
- 9.06%
- 10Y*
- 12.36%
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%
AMCPX Monthly Returns History
Based on dividend-adjusted daily data since Jan 2, 1970, AMCPX's average daily return is +0.04%, while the average monthly return is +0.90%. At this rate, an investment would double in approximately 6.4 years.
Historically, 60% of months were positive and 40% were negative. The best month was Jan 1975 with a return of +20.7%, while the worst month was Apr 1973 at -20.1%. The longest winning streak lasted 10 consecutive months, and the longest losing streak was 7 months.
On a daily basis, AMCPX closed higher 50% of trading days. The best single day was Apr 9, 2025 with a return of +9.7%, while the worst single day was Oct 22, 1987 at -14.5%.
| Jan | Feb | Mar | Apr | May | Jun | Jul | Aug | Sep | Oct | Nov | Dec | Total | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| 2026 | 0.24% | -2.12% | -6.80% | 12.07% | 4.22% | -1.19% | 5.53% | ||||||
| 2025 | 3.98% | -3.17% | -7.18% | 1.50% | 7.08% | 6.39% | 2.42% | 1.04% | 2.36% | 2.86% | 0.62% | -0.67% | 17.68% |
| 2024 | 1.44% | 6.41% | 2.55% | -4.93% | 3.36% | 4.18% | 0.59% | 2.09% | 2.11% | -1.53% | 5.26% | -1.68% | 21.11% |
| 2023 | 8.78% | -2.29% | 3.53% | 0.97% | 1.53% | 6.00% | 3.23% | -1.67% | -5.55% | -3.00% | 10.76% | 6.39% | 31.04% |
| 2022 | -10.65% | -2.95% | 0.99% | -11.25% | -1.53% | -7.85% | 9.68% | -4.32% | -8.59% | 4.94% | 5.68% | -4.93% | -28.67% |
| 2021 | -0.46% | 3.16% | 1.99% | 5.03% | 0.12% | 2.71% | 1.97% | 3.22% | -3.50% | 7.57% | -3.07% | 0.65% | 20.57% |
Benchmark Metrics
American Funds AMCAP Fund Class A has an annualized alpha of 2.51%, beta of 0.85, and R2 of 0.78 versus S&P 500 Index. Calculated based on daily prices since January 02, 1970.
- This fund captured 103.46% of S&P 500 Index gains but only 97.88% of its losses - a favorable profile for investors.
- This fund generated an annualized alpha of 2.51% versus S&P 500 Index - delivering returns beyond what market exposure alone would predict.
- Alpha
- 2.51%
- Beta
- 0.85
- R²
- 0.78
- Upside Capture
- 103.46%
- Downside Capture
- 97.88%
Expense Ratio
AMCPX has an expense ratio of 0.64%, placing it in the medium range.
Return for Risk
Risk / Return Rank
AMCPX ranks 23 for risk / return — below 23% 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 A (AMCPX) 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.
| AMCPX | Benchmark | Difference | |
|---|---|---|---|
| Sharpe ratioReturn per unit of total volatility | -0.71 | ||
| Sortino ratioReturn per unit of downside risk | -0.88 | ||
| Omega ratioGain probability vs. loss probability | 1.24 | 1.37 | -0.13 |
| Calmar ratioReturn relative to maximum drawdown | 1.43 | 2.78 | -1.35 |
| Martin ratioReturn relative to average drawdown | 5.70 | 12.44 | -6.74 |
Dividends
Dividend History
American Funds AMCAP Fund Class A provided a 12.62% 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 | $3.50 | $1.24 | $2.27 | $1.56 | $1.52 | $1.64 | $2.19 | $1.69 | $1.04 | $2.30 |
Dividend yield | 12.62% | 8.73% | 8.19% | 3.26% | 7.54% | 3.43% | 3.88% | 4.90% | 7.84% | 5.37% | 3.81% | 8.86% |
Monthly Dividends
The table displays the monthly dividend distributions for American Funds AMCAP Fund Class A. 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 | $2.69 | $3.50 |
| 2023 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.09 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $1.15 | $1.24 |
| 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 | $0.03 | $1.56 |
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 A. 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 A was 62.37%, occurring on Oct 3, 1974. Recovery took 910 trading sessions.
The current American Funds AMCAP Fund Class A drawdown is 1.53%.
Related event | Drawdown | Fall | Recovery | Underwater |
|---|---|---|---|---|
1974 bear market1974 | -62.37%Oct 1974 | 1y 9mo | 3y 7mo | 5y 5moDec 1972 - May 1978 |
Financial crisis2007–2009 | -52.87%Mar 2009 | 1y 5mo | 2y 1mo | 3y 6moOct 2007 - Apr 2011 |
Bear market2022 | -36.90%Oct 2022 | 11mo 1d | 1y 8mo | 2y 6moNov 2021 - Jun 2024 |
Dot-com crash2000–2002 | -34.72%Oct 2002 | 1y 4mo | 1y 3mo | 2y 8moMay 2001 - Jan 2004 |
1970 bear market1970 | -32.80%May 1970 | 2mo 25d | 9mo 13d | 1y 3dMar 1970 - Mar 1971 |
Drawdown Indicators
| AMCPX | Benchmark | Difference | |
|---|---|---|---|
Max DrawdownLargest peak-to-trough decline | -62.37% | -56.78% | -5.59% |
Max Drawdown (1Y)Largest decline over 1 year | -14.18% | -9.10% | -5.08% |
Max Drawdown (3Y)Largest decline over 3 years | -19.71% | -18.90% | -0.81% |
Max Drawdown (5Y)Largest decline over 5 years | -36.90% | -25.43% | -11.47% |
Max Drawdown (10Y)Largest decline over 10 years | -36.90% | -33.92% | -2.98% |
Current DrawdownCurrent decline from peak | -1.53% | -1.80% | +0.27% |
Average DrawdownAverage peak-to-trough decline | -9.57% | -10.71% | +1.14% |
Ulcer IndexDepth and duration of drawdowns from previous peaks | 3.55% | 2.03% | +1.52% |
Volatility
Volatility Chart
The chart below shows the rolling one-month volatility.
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