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American Funds AMCAP Fund Class A (AMCPX)

Mutual Fund · Currency in USD · Last updated Jun 28, 2022

Fund Info

ISINUS0233751082
CUSIP023375108
IssuerAmerican Funds
Inception DateJan 5, 1967
CategoryLarge Cap Growth Equities
Expense Ratio0.65%
ETF Home Pagewww.capitalgroup.com
Asset ClassEquity

Asset Class Size

Large-Cap

Asset Class Style

Growth

Trading Data

Previous Close$30.79
Year Range$28.57 - $43.32
EMA (50)$31.88
EMA (200)$35.95

AMCPXShare Price Chart


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AMCPXPerformance

The chart shows the growth of $10,000 invested in American Funds AMCAP Fund Class A on Jan 5, 2010 and compares it to the S&P 500 index or another benchmark. It would be worth nearly $36,927 for a total return of roughly 269.27%. All prices are adjusted for splits and dividends.


AMCPX (American Funds AMCAP Fund Class A)
Benchmark (^GSPC)

AMCPXReturns in periods

Returns over 1 year are annualized

PeriodReturnBenchmark
1M-5.33%-6.21%
YTD-26.99%-18.17%
6M-26.76%-17.47%
1Y-20.16%-8.89%
5Y8.80%10.04%
10Y11.99%11.33%

AMCPXMonthly Returns Heatmap


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AMCPXSharpe 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 -0.84. 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.


AMCPX (American Funds AMCAP Fund Class A)
Benchmark (^GSPC)

AMCPXDividend History

American Funds AMCAP Fund Class A granted a 11.17% dividend yield in the last twelve months. The annual payout for that period amounted to $3.44 per share.


PeriodTTM202120202019201820172016201520142013201220112010
Dividend$3.44$2.70$1.52$1.64$3.04$1.69$1.04$2.30$2.62$2.30$0.08$0.07$0.08

Dividend yield

11.17%6.40%4.45%5.86%13.67%7.46%5.58%13.49%15.49%15.31%0.77%0.77%0.85%

AMCPXDrawdowns Chart

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


AMCPX (American Funds AMCAP Fund Class A)
Benchmark (^GSPC)

AMCPXWorst 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 34.04%, recorded on Jun 16, 2022. The portfolio has not recovered from it yet.


Depth

Start

To Bottom

Bottom

To Recover

End

Total

-34.04%Nov 17, 2021146Jun 16, 2022
-31.03%Feb 20, 202023Mar 23, 202079Jul 15, 2020102
-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
-16.46%Apr 26, 201049Jul 2, 2010106Dec 2, 2010155
-9.57%Mar 27, 201247Jun 1, 201267Sep 7, 2012114
-8.75%Jan 29, 20189Feb 8, 201881Jun 6, 201890
-8.44%Sep 3, 202015Sep 24, 202034Nov 11, 202049
-7.76%Sep 3, 201431Oct 15, 201416Nov 6, 201447

AMCPXVolatility Chart

Current American Funds AMCAP Fund Class A volatility is 33.07%. 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.


AMCPX (American Funds AMCAP Fund Class A)
Benchmark (^GSPC)

Portfolios with American Funds AMCAP Fund Class A


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