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American Funds AMCAP Fund Class C (AMPCX)

Mutual Fund · Currency in USD · Last updated Oct 4, 2022

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$23.94
Year Range$23.39 - $35.74
EMA (50)$25.44
EMA (200)$28.22

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 Jan 2010 and compares it to the S&P 500 index or another benchmark. It would be worth nearly $31,647 for a total return of roughly 216.47%. All prices are adjusted for splits and dividends.


-20.00%-15.00%-10.00%-5.00%0.00%MayJuneJulyAugustSeptemberOctober
-19.69%
-17.92%
AMPCX (American Funds AMCAP Fund Class C)
Benchmark (^GSPC)

AMPCXReturns in periods

Returns over 1 year are annualized

PeriodReturnBenchmark
1M-5.56%-6.26%
6M-21.56%-19.08%
YTD-31.13%-22.82%
1Y-26.86%-15.58%
5Y5.51%7.75%
10Y9.53%9.69%

AMPCXMonthly Returns Heatmap


JanFebMarAprMayJunJulAugSepOctNovDec
2022-10.69%-3.03%0.94%-11.30%-1.59%-7.85%9.62%-4.40%-8.67%2.35%
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%
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%
20197.94%2.40%1.79%3.22%-6.62%6.72%0.39%-2.35%-0.37%2.45%4.72%3.39%
20187.10%-2.08%-1.71%0.94%2.79%0.93%1.64%2.39%1.41%-9.46%2.58%-8.14%
20173.29%2.35%0.00%1.32%1.11%0.27%2.54%-0.34%3.16%2.74%2.09%0.87%
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%
2015-1.64%5.31%-1.32%1.33%1.84%-1.36%1.05%-5.69%-4.08%6.93%0.76%-2.35%
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%
20135.29%0.79%3.79%1.65%2.84%-1.47%6.04%-1.12%4.20%3.59%3.39%2.76%
20126.24%3.76%2.14%-0.05%-6.55%2.62%0.47%2.18%2.23%-1.64%1.72%1.29%
20112.30%2.57%0.16%2.77%-0.88%-1.20%-1.85%-5.77%-7.27%10.49%-0.33%-0.34%
2010-5.12%3.49%5.98%1.74%-8.32%-5.98%6.16%-5.61%9.90%4.29%0.36%6.06%

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 -1.02. 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.


-1.00-0.500.000.50MayJuneJulyAugustSeptemberOctober
-1.02
-0.71
AMPCX (American Funds AMCAP Fund Class C)
Benchmark (^GSPC)

AMPCXDividend History

American Funds AMCAP Fund Class C granted a 14.36% 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$1.44$1.47$2.86$1.56$0.92$2.30$2.61$2.16$0.00$0.00$0.00

Dividend yield

14.36%7.77%5.09%6.25%15.26%8.11%5.76%15.62%17.72%16.44%0.00%0.00%0.00%

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%-5.00%0.00%NovemberDecember2022FebruaryMarchAprilMayJuneJulyAugustSeptemberOctober
-33.02%
-23.31%
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 34.56%, recorded on Sep 30, 2022. The portfolio has not recovered from it yet.


Depth

Start

To Bottom

Bottom

To Recover

End

Total

-34.56%Nov 17, 2021219Sep 30, 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 26.56%. 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%20.00%30.00%40.00%50.00%MayJuneJulyAugustSeptemberOctober
26.56%
26.66%
AMPCX (American Funds AMCAP Fund Class C)
Benchmark (^GSPC)