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American Funds AMCAP Fund Class A (AMCPX)

Mutual Fund · Currency in USD · Last updated Apr 1, 2023

Share Price Chart


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Performance

The chart shows the growth of $10,000 invested in American Funds AMCAP Fund Class A in Oct 2022 and compares it to the S&P 500 index or another benchmark. It would be worth nearly $510,173 for a total return of roughly 5,001.73%. All prices are adjusted for splits and dividends.


2,000.00%3,000.00%4,000.00%5,000.00%NovemberDecember2023FebruaryMarch
5,001.73%
2,207.08%
AMCPX (American Funds AMCAP Fund Class A)
Benchmark (^GSPC)

S&P 500

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American Funds AMCAP Fund Class A

Popular comparisons: AMCPX vs. CWGIX, AMCPX vs. VOO, AMCPX vs. SPY, AMCPX vs. VOOG, AMCPX vs. TLT, AMCPX vs. VGIT

Return

American Funds AMCAP Fund Class A had a return of 10.04% year-to-date (YTD) and -11.79% in the last 12 months. Over the past 10 years, American Funds AMCAP Fund Class A had an annualized return of 10.74%, outperforming the S&P 500 benchmark which had an annualized return of 10.16%.


PeriodReturnBenchmark
1 month3.53%3.51%
Year-To-Date10.04%7.03%
6 months14.69%12.88%
1 year-11.79%-10.71%
5 years (annualized)7.15%9.25%
10 years (annualized)10.74%10.16%

Monthly Returns Heatmap


JanFebMarAprMayJunJulAugSepOctNovDec
20238.78%-2.29%
2022-8.59%4.94%5.68%-4.93%

Sharpe Ratio Chart

The Sharpe ratio shows whether the portfolio's excess returns are due to smart investment decisions or a result of taking a higher risk. The higher a portfolio's Sharpe ratio, the better its risk-adjusted performance.

The current American Funds AMCAP Fund Class A Sharpe ratio is -0.45. A negative Sharpe ratio means that the risk-free rate is higher than the portfolio's return. This value does not convey any meaningful information.

The chart below displays rolling 12-month Sharpe Ratio.


-1.20-1.00-0.80-0.60-0.40-0.20NovemberDecember2023FebruaryMarch
-0.45
-0.46
AMCPX (American Funds AMCAP Fund Class A)
Benchmark (^GSPC)

Dividend History

American Funds AMCAP Fund Class A granted a 6.85% dividend yield in the last twelve months. The annual payout for that period amounted to $2.27 per share.


PeriodTTM20222021202020192018201720162015201420132012
Dividend$2.27$2.27$2.70$1.52$1.64$3.04$1.69$1.04$2.30$2.62$2.30$0.08

Dividend yield

6.85%7.54%6.40%4.45%5.86%13.67%7.46%5.58%13.49%15.49%15.31%0.77%

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.


JanFebMarAprMayJunJulAugSepOctNovDec
2023$0.00$0.00
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
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
2020$0.00$0.00$0.00$0.00$0.00$0.58$0.00$0.00$0.00$0.00$0.00$0.93
2019$0.00$0.00$0.00$0.00$0.00$0.18$0.00$0.00$0.00$0.00$0.00$1.47
2018$0.00$0.00$0.00$0.00$0.00$0.85$0.00$0.00$0.00$0.00$0.00$2.19
2017$0.00$0.00$0.00$0.00$0.00$0.43$0.00$0.00$0.00$0.00$0.00$1.26
2016$0.00$0.00$0.00$0.00$0.00$0.52$0.00$0.00$0.00$0.00$0.00$0.52
2015$0.00$0.00$0.00$0.00$0.00$0.96$0.00$0.00$0.00$0.00$0.00$1.34
2014$0.00$0.00$0.00$0.00$0.00$0.92$0.00$0.00$0.00$0.00$0.00$1.70
2013$0.00$0.00$0.00$0.00$0.00$0.59$0.00$0.00$0.00$0.00$0.00$1.70
2012$0.08$0.00$0.00$0.00$0.00$0.00$0.00

Drawdowns Chart

The Drawdowns chart displays portfolio losses from any high point along the way.


-35.00%-30.00%-25.00%-20.00%-15.00%NovemberDecember2023FebruaryMarch
-23.58%
-14.33%
AMCPX (American Funds AMCAP Fund Class A)
Benchmark (^GSPC)

Worst Drawdowns

The table below shows the maximum drawdowns of the American Funds AMCAP Fund Class A. A maximum drawdown is an indicator of risk. It shows a reduction in portfolio value from its maximum due to a series of losing trades.

The maximum drawdown since January 2010 for the American Funds AMCAP Fund Class A is 52.11%, recorded on Mar 9, 2009. It took 491 trading sessions for the portfolio to recover.


Depth

Start

To Bottom

Bottom

To Recover

End

Total

-52.11%Oct 11, 2007353Mar 9, 2009491Feb 16, 2011844
-35.27%Nov 17, 2021229Oct 14, 2022
-34.27%May 22, 2001345Oct 9, 2002321Jan 21, 2004666
-31.03%Feb 20, 202023Mar 23, 202079Jul 15, 2020102
-29.91%Oct 6, 198744Dec 4, 1987436Aug 7, 1989480
-25.38%Jul 17, 199063Oct 11, 199083Feb 5, 1991146
-20.08%Jul 20, 199859Oct 8, 199842Dec 7, 1998101
-19.99%Oct 2, 201858Dec 24, 2018131Jul 3, 2019189
-18.51%Jul 8, 201161Oct 3, 201185Feb 3, 2012146
-16.86%Jun 24, 2015161Feb 11, 2016126Aug 11, 2016287

Volatility Chart

Current American Funds AMCAP Fund Class A volatility is 15.74%. The chart below shows the rolling 10-day volatility. Volatility is a statistical measure showing how big price swings are in either direction. The higher asset volatility, the riskier it is, because the price movements are less predictable.


10.00%15.00%20.00%25.00%30.00%35.00%40.00%45.00%NovemberDecember2023FebruaryMarch
15.74%
15.42%
AMCPX (American Funds AMCAP Fund Class A)
Benchmark (^GSPC)