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American Funds AMCAP Fund Class C (AMPCX)

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

Fund Info

ISINUS0233753062
CUSIP23375306
IssuerAmerican Funds
Inception DateMay 1, 1967
RegionNorth America (U.S.)
CategoryLarge Cap Growth Equities
Expense Ratio1.40%
Minimum Investment$250
ETF Home Pagewww.capitalgroup.com
Asset ClassEquity

Asset Class Size

Large-Cap

Asset Class Style

Growth

Trading Data

Previous Close$26.76
Year Range$22.99 - $31.76
EMA (50)$25.48
EMA (200)$26.34

AMPCXShare Price Chart


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AMPCXPerformance

The chart shows the growth of $10,000 invested in American Funds AMCAP Fund Class C in Aug 2022 and compares it to the S&P 500 index or another benchmark. It would be worth nearly $35,375 for a total return of roughly 253.75%. All prices are adjusted for splits and dividends.


-15.00%-10.00%-5.00%0.00%SeptemberOctoberNovemberDecember2023
-2.08%
-1.81%
AMPCX (American Funds AMCAP Fund Class C)
Benchmark (^GSPC)

AMPCXCompare to other instruments

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

American Funds AMCAP Fund Class C

Popular comparisons: AMPCX vs. IVV

AMPCXReturns in periods

Returns over 1 year are annualized

PeriodReturnBenchmark
1M8.69%6.18%
YTD8.69%6.18%
6M-0.07%-1.02%
1Y-11.24%-8.02%
5Y5.33%7.63%
10Y10.07%10.44%

AMPCXMonthly Returns Heatmap


JanFebMarAprMayJunJulAugSepOctNovDec
20229.62%-4.40%-8.67%4.87%5.67%-5.02%

AMPCXSharpe 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 C Sharpe ratio is -0.40. 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.


-1.20-1.00-0.80-0.60-0.40-0.20SeptemberOctoberNovemberDecember2023
-0.40
-0.33
AMPCX (American Funds AMCAP Fund Class C)
Benchmark (^GSPC)

AMPCXDividend History

American Funds AMCAP Fund Class C granted a 8.47% dividend yield in the last twelve months. The annual payout for that period amounted to $2.27 per share.


PeriodTTM2022202120202019201820172016201520142013
Dividend$2.27$2.27$2.70$1.44$1.47$2.86$1.56$0.92$2.30$2.61$2.16

Dividend yield

8.47%9.21%7.77%5.09%6.25%15.26%8.11%5.76%15.62%17.72%16.44%

AMPCXMonthly Dividends

The table displays the monthly dividend distributions for American Funds AMCAP Fund Class C. The dividends shown in the table have been adjusted to account for any splits that may have occurred.


JanFebMarAprMayJunJulAugSepOctNovDec
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$0.86
2019$0.00$0.00$0.00$0.00$0.00$0.18$0.00$0.00$0.00$0.00$0.00$1.29
2018$0.00$0.00$0.00$0.00$0.00$0.85$0.00$0.00$0.00$0.00$0.00$2.01
2017$0.00$0.00$0.00$0.00$0.00$0.43$0.00$0.00$0.00$0.00$0.00$1.13
2016$0.00$0.00$0.00$0.00$0.00$0.52$0.00$0.00$0.00$0.00$0.00$0.40
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$0.91$0.00$0.00$0.00$0.00$0.00$1.70
2013$0.46$0.00$0.00$0.00$0.00$0.00$1.70

AMPCXDrawdowns Chart

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


-35.00%-30.00%-25.00%-20.00%-15.00%-10.00%SeptemberOctoberNovemberDecember2023
-25.13%
-15.01%
AMPCX (American Funds AMCAP Fund Class C)
Benchmark (^GSPC)

AMPCXWorst Drawdowns

The table below shows the maximum drawdowns of the American Funds AMCAP Fund Class C. 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 C is 35.67%, recorded on Oct 14, 2022. The portfolio has not recovered from it yet.


Depth

Start

To Bottom

Bottom

To Recover

End

Total

-35.67%Nov 17, 2021229Oct 14, 2022
-31.1%Feb 20, 202023Mar 23, 202082Jul 20, 2020105
-20.15%Oct 2, 201858Dec 24, 2018136Jul 11, 2019194
-18.65%Jul 8, 201161Oct 3, 201185Feb 3, 2012146
-17.33%Jun 24, 2015161Feb 11, 2016134Aug 23, 2016295
-16.57%Apr 26, 201049Jul 2, 2010106Dec 2, 2010155
-9.66%Mar 27, 201247Jun 1, 201270Sep 12, 2012117
-8.77%Jan 29, 20189Feb 8, 201881Jun 6, 201890
-8.48%Sep 3, 202015Sep 24, 202036Nov 13, 202051
-7.81%Sep 3, 201431Oct 15, 201416Nov 6, 201447

AMPCXVolatility Chart

Current American Funds AMCAP Fund Class C volatility is 19.29%. 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%SeptemberOctoberNovemberDecember2023
19.29%
16.90%
AMPCX (American Funds AMCAP Fund Class C)
Benchmark (^GSPC)