American Funds AMCAP Fund Class C (AMPCX)
Fund Info
| ISIN | US0233753062 |
|---|---|
| CUSIP | 23375306 |
| Issuer | American Funds |
| Inception Date | May 1, 1967 |
| Region | North America (U.S.) |
| Category | Large Cap Growth Equities |
| Min. Investment | $250 |
| Home Page | www.capitalgroup.com |
| Asset Class | Equity |
Asset Class Size | Large-Cap |
Asset Class Style | Growth |
Expense Ratio
AMPCX has a high expense ratio of 1.40%, indicating higher-than-average management fees.
Share Price Chart
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Performance
Performance Chart
The chart shows the growth of an initial investment of $10,000 in American Funds AMCAP Fund Class C, comparing it to the performance of the S&P 500 index or another benchmark. All prices have been adjusted for splits and dividends.
Returns By Period
American Funds AMCAP Fund Class C had a return of 10.79% year-to-date (YTD) and 17.99% in the last 12 months. Over the past 10 years, American Funds AMCAP Fund Class C had an annualized return of 9.58%, while the S&P 500 had an annualized return of 10.58%, indicating that American Funds AMCAP Fund Class C did not perform as well as the benchmark.
| Period | Return | Benchmark |
|---|---|---|
| Year-To-Date | 10.79% | 13.20% |
| 1 month | -1.96% | -1.28% |
| 6 months | 8.23% | 10.32% |
| 1 year | 17.99% | 18.23% |
| 5 years (annualized) | 9.99% | 12.31% |
| 10 years (annualized) | 9.58% | 10.58% |
Monthly Returns
The table below presents the monthly returns of AMPCX, with color gradation from worst to best to easily spot seasonal factors. Returns are adjusted for dividends.
| Jan | Feb | Mar | Apr | May | Jun | Jul | Aug | Sep | Oct | Nov | Dec | Total | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| 2024 | 1.36% | 6.37% | 2.49% | -5.00% | 3.29% | 4.16% | 10.79% | ||||||
| 2023 | 8.69% | -2.35% | 3.52% | 0.89% | 1.47% | 5.92% | 3.17% | -1.75% | -5.58% | -3.06% | 10.66% | 6.36% | 30.08% |
| 2022 | -10.69% | -3.03% | 0.94% | -11.30% | -1.59% | -7.85% | 9.62% | -4.40% | -8.67% | 4.87% | 5.67% | -5.02% | -29.17% |
| 2021 | -0.51% | 3.10% | 1.93% | 4.96% | 0.05% | 2.64% | 1.91% | 3.13% | -3.54% | 7.50% | -3.13% | 3.18% | 22.77% |
| 2020 | -0.59% | -5.79% | -11.82% | 13.41% | 5.64% | 2.63% | 4.47% | 4.74% | -3.17% | -2.39% | 9.89% | 4.44% | 20.52% |
| 2019 | 7.94% | 2.40% | 1.79% | 3.22% | -6.62% | 6.72% | 0.39% | -2.35% | -0.36% | 2.45% | 4.72% | 3.39% | 25.37% |
| 2018 | 7.10% | -2.08% | -1.71% | 0.94% | 2.79% | 0.93% | 1.64% | 2.39% | 1.41% | -9.46% | 2.58% | -8.14% | -2.80% |
| 2017 | 3.29% | 2.35% | -0.00% | 1.32% | 1.11% | 0.27% | 2.54% | -0.34% | 3.16% | 2.74% | 2.09% | 0.87% | 21.11% |
| 2016 | -6.11% | 0.27% | 6.49% | 1.15% | 1.64% | -1.34% | 3.39% | 0.87% | 0.41% | -2.46% | 3.45% | 0.63% | 8.14% |
| 2015 | -1.64% | 5.31% | -1.32% | 1.34% | 1.84% | -1.36% | 1.05% | -5.69% | -4.08% | 6.93% | 0.76% | -2.35% | 0.07% |
| 2014 | -1.38% | 5.74% | -1.43% | -0.46% | 3.42% | 2.51% | -1.69% | 3.63% | -2.36% | 2.19% | 1.70% | -0.30% | 11.80% |
| 2013 | 5.29% | 0.79% | 3.79% | 1.65% | 2.84% | -1.47% | 6.04% | -1.12% | 4.20% | 3.59% | 3.39% | 2.76% | 36.41% |
Risk-Adjusted Performance
Risk-Adjusted Performance Rank
The current rank of AMPCX is 62, suggesting that the investment has average results relative to other mutual funds in terms of risk-adjusted performance. This ranking is determined by the cumulative values of the indicators listed below.
Risk-Adjusted Performance Indicators
The charts below present risk-adjusted performance metrics for American Funds AMCAP Fund Class C (AMPCX) and compare them to a chosen benchmark (^GSPC). These indicators evaluate an investment's returns against its associated risks.
Dividends
Dividend History
American Funds AMCAP Fund Class C granted a 5.49% dividend yield in the last twelve months. The annual payout for that period amounted to $1.84 per share.
| Period | TTM | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | 2013 |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Dividend | $1.84 | $1.03 | $2.27 | $2.70 | $1.44 | $1.47 | $2.86 | $1.56 | $0.92 | $2.30 | $2.61 | $2.16 |
Dividend yield | 5.49% | 3.32% | 9.21% | 7.09% | 4.32% | 5.06% | 11.76% | 5.61% | 3.77% | 9.83% | 10.16% | 8.51% |
Monthly 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.
| Jan | Feb | Mar | Apr | May | Jun | Jul | Aug | Sep | Oct | Nov | Dec | Total | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| 2024 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.81 | $0.00 | $0.81 | |||||
| 2023 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $1.03 | $1.03 |
| 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 | $1.17 | $2.70 |
| 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 | $1.44 |
| 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 | $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 | $2.01 | $2.86 |
| 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 | $1.56 |
| 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 | $0.92 |
| 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 | $2.30 |
| 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 | $2.61 |
| 2013 | $0.46 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $1.70 | $2.16 |
Drawdowns
Drawdowns Chart
The Drawdowns chart displays portfolio losses from any high point along the way.
Worst Drawdowns
The table below displays the maximum drawdowns of the American Funds AMCAP Fund Class C. 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 C was 53.02%, occurring on Mar 9, 2009. Recovery took 738 trading sessions.
The current American Funds AMCAP Fund Class C drawdown is 4.88%.
Depth | Start | To Bottom | Bottom | To Recover | End | Total |
|---|---|---|---|---|---|---|
| -53.02% | Oct 11, 2007 | 354 | Mar 9, 2009 | 738 | Feb 9, 2012 | 1092 |
| -35.67% | Nov 17, 2021 | 229 | Oct 14, 2022 | 413 | Jun 12, 2024 | 642 |
| -35.23% | May 22, 2001 | 347 | Oct 9, 2002 | 528 | Nov 12, 2004 | 875 |
| -31.1% | Feb 20, 2020 | 23 | Mar 23, 2020 | 82 | Jul 20, 2020 | 105 |
| -20.15% | Oct 2, 2018 | 58 | Dec 24, 2018 | 136 | Jul 11, 2019 | 194 |
Volatility
Volatility Chart
The current American Funds AMCAP Fund Class C volatility is 4.36%, representing the average percentage change in the investments's value, either up or down over the past month. The chart below shows the rolling one-month volatility.