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American Funds AMCAP Fund Class A (AMCPX)

Mutual Fund · Currency in USD · Last updated Nov 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$31.07
Year Range$28.04 - $42.53
EMA (50)$30.18
EMA (200)$33.08

AMCPXShare Price Chart


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AMCPXPerformance

The chart shows the growth of $10,000 invested in American Funds AMCAP Fund Class A in Jan 2010 and compares it to the S&P 500 index or another benchmark. It would be worth nearly $37,227 for a total return of roughly 272.27%. All prices are adjusted for splits and dividends.


-10.00%-5.00%0.00%5.00%JuneJulyAugustSeptemberOctoberNovember
-3.82%
-2.57%
AMCPX (American Funds AMCAP Fund Class A)
Benchmark (^GSPC)

AMCPXCompare to other instruments

Search for stocks, ETFs, and funds to compare with AMCPX

AMCPXReturns in periods

Returns over 1 year are annualized

PeriodReturnBenchmark
1M3.12%4.33%
6M-1.81%-0.78%
YTD-26.39%-15.53%
1Y-26.26%-14.36%
5Y6.86%9.13%
10Y11.32%11.10%

AMCPXMonthly Returns Heatmap


JanFebMarAprMayJunJulAugSepOctNovDec
2022-10.65%-2.95%0.99%-11.25%-1.53%-7.85%9.68%-4.32%-8.59%4.94%3.67%
2021-0.46%3.16%1.99%5.03%0.12%2.71%1.97%3.22%-3.50%7.57%-3.07%3.26%
2020-0.54%-5.75%-11.76%13.47%5.71%2.68%4.52%4.81%-3.10%-2.33%9.95%4.52%
20198.03%2.42%1.85%3.31%-6.59%6.83%0.43%-2.29%-0.28%2.50%4.79%3.46%
20187.18%-2.01%-1.63%0.98%2.89%0.97%1.71%2.45%1.50%-9.40%2.63%-8.07%
20173.34%2.42%0.10%1.39%1.13%0.37%2.60%-0.30%3.24%2.78%2.17%0.96%
2016-6.05%0.37%6.54%1.23%1.74%-1.32%3.50%0.93%0.48%-2.42%3.53%0.71%
2015-1.61%5.37%-1.24%1.43%1.89%-1.32%1.10%-5.63%-4.00%7.03%0.79%-2.28%
2014-1.32%5.78%-1.37%-0.39%3.53%2.57%-1.63%3.71%-2.31%2.26%1.77%-0.28%
20135.39%0.87%3.82%1.67%2.96%-1.16%6.16%-1.09%4.29%3.63%3.46%2.80%
20126.27%3.85%2.21%-0.00%-6.50%2.70%0.54%2.25%2.30%-1.59%1.81%1.36%
20112.34%2.65%0.25%2.82%-0.78%-1.16%-1.76%-5.72%-7.26%10.64%-0.26%-0.26%
2010-5.05%3.57%6.04%1.77%-8.23%-5.95%6.26%-5.58%10.01%4.37%0.40%6.14%

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 -0.92. 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.


-1.20-1.00-0.80-0.60-0.40-0.200.00JuneJulyAugustSeptemberOctoberNovember
-0.92
-0.60
AMCPX (American Funds AMCAP Fund Class A)
Benchmark (^GSPC)

AMCPXDividend History

American Funds AMCAP Fund Class A granted a 11.08% 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

11.08%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.


-40.00%-30.00%-20.00%-10.00%0.00%December2022FebruaryMarchAprilMayJuneJulyAugustSeptemberOctoberNovember
-28.34%
-16.06%
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 35.27%, recorded on Oct 14, 2022. The portfolio has not recovered from it yet.


Depth

Start

To Bottom

Bottom

To Recover

End

Total

-35.27%Nov 17, 2021229Oct 14, 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 17.10%. 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%JuneJulyAugustSeptemberOctoberNovember
17.10%
12.31%
AMCPX (American Funds AMCAP Fund Class A)
Benchmark (^GSPC)