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American Funds AMCAP Fund Class C (AMPCX)
Performance
Risk-Adjusted Performance
Dividends
Drawdowns
Volatility

Fund Info

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

Asset Class Size

Large-Cap

Asset Class Style

Growth

Expense Ratio

The American Funds AMCAP Fund Class C has a high expense ratio of 1.40%, indicating higher-than-average management fees.


0.50%1.00%1.50%2.00%1.40%

Share Price Chart


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Compare to other instruments

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American Funds AMCAP Fund Class C

Popular comparisons: AMPCX vs. IVV, AMPCX vs. VOO, AMPCX vs. SPY, AMPCX vs. VUG, AMPCX vs. QQQ, AMPCX vs. AMCPX, AMPCX vs. VFIAX, AMPCX vs. VYMI

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.


-10.00%0.00%10.00%20.00%30.00%NovemberDecember2024FebruaryMarchApril
19.72%
15.51%
AMPCX (American Funds AMCAP Fund Class C)
Benchmark (^GSPC)

S&P 500

Returns By Period

American Funds AMCAP Fund Class C had a return of 6.40% year-to-date (YTD) and 25.36% in the last 12 months. Over the past 10 years, American Funds AMCAP Fund Class C had an annualized return of 9.83%, while the S&P 500 had an annualized return of 10.50%, indicating that American Funds AMCAP Fund Class C did not perform as well as the benchmark.


PeriodReturnBenchmark
Year-To-Date6.40%5.90%
1 month-1.02%-1.28%
6 months19.72%15.51%
1 year25.36%21.68%
5 years (annualized)9.74%11.74%
10 years (annualized)9.83%10.50%

Monthly Returns Heatmap


JanFebMarAprMayJunJulAugSepOctNovDec
20241.36%6.37%2.49%
2023-5.58%-3.06%10.66%6.36%

Risk-Adjusted Performance

Risk-Adjusted Performance Rank

The current risk-adjusted rank of AMPCX is 81, placing it in the top 19% of the market in terms of risk-adjusted performance. This ranking is based on the combined values of the indicators listed below.

The Risk-Adjusted Performance Rank of AMPCX is 8181
American Funds AMCAP Fund Class C(AMPCX)
The Sharpe Ratio Rank of AMPCX is 8686Sharpe Ratio Rank
The Sortino Ratio Rank of AMPCX is 8484Sortino Ratio Rank
The Omega Ratio Rank of AMPCX is 8383Omega Ratio Rank
The Calmar Ratio Rank of AMPCX is 7373Calmar Ratio Rank
The Martin Ratio Rank of AMPCX is 8282Martin Ratio Rank
The risk-adjusted ranks indicate the investment's position relative to the market. A rank closer to 100 signifies top-performing investments, while a rank closer to 0 might suggest underperformance, based on the selected ratio. The values are calculated based on the past 12 months of returns.

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.


AMPCX
Sharpe ratio
The chart of Sharpe ratio for AMPCX, currently valued at 1.92, compared to the broader market-1.000.001.002.003.004.001.92
Sortino ratio
The chart of Sortino ratio for AMPCX, currently valued at 2.70, compared to the broader market-2.000.002.004.006.008.0010.0012.002.70
Omega ratio
The chart of Omega ratio for AMPCX, currently valued at 1.33, compared to the broader market1.001.502.002.503.001.33
Calmar ratio
The chart of Calmar ratio for AMPCX, currently valued at 1.00, compared to the broader market0.002.004.006.008.0010.0012.001.00
Martin ratio
The chart of Martin ratio for AMPCX, currently valued at 7.47, compared to the broader market0.0010.0020.0030.0040.0050.0060.007.47
^GSPC
Sharpe ratio
The chart of Sharpe ratio for ^GSPC, currently valued at 1.89, compared to the broader market-1.000.001.002.003.004.001.89
Sortino ratio
The chart of Sortino ratio for ^GSPC, currently valued at 2.74, compared to the broader market-2.000.002.004.006.008.0010.0012.002.74
Omega ratio
The chart of Omega ratio for ^GSPC, currently valued at 1.33, compared to the broader market1.001.502.002.503.001.33
Calmar ratio
The chart of Calmar ratio for ^GSPC, currently valued at 1.43, compared to the broader market0.002.004.006.008.0010.0012.001.43
Martin ratio
The chart of Martin ratio for ^GSPC, currently valued at 7.62, compared to the broader market0.0010.0020.0030.0040.0050.0060.007.62

Sharpe Ratio

The current American Funds AMCAP Fund Class C Sharpe ratio is 1.92. A Sharpe ratio greater than 1.0 is considered acceptable.


Rolling 12-month Sharpe Ratio0.501.001.502.002.503.00NovemberDecember2024FebruaryMarchApril
1.92
1.89
AMPCX (American Funds AMCAP Fund Class C)
Benchmark (^GSPC)

Dividends

Dividend History

American Funds AMCAP Fund Class C granted a 3.12% dividend yield in the last twelve months. The annual payout for that period amounted to $1.03 per share.


PeriodTTM20232022202120202019201820172016201520142013
Dividend$1.03$1.03$2.27$2.70$1.44$1.47$2.86$1.56$0.92$2.30$2.61$2.16

Dividend yield

3.12%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.


JanFebMarAprMayJunJulAugSepOctNovDec
2024$0.00$0.00$0.00
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
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

Drawdowns

Drawdowns Chart

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


-25.00%-20.00%-15.00%-10.00%-5.00%0.00%NovemberDecember2024FebruaryMarchApril
-4.66%
-3.86%
AMPCX (American Funds AMCAP Fund Class C)
Benchmark (^GSPC)

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 53.01%, occurring on Mar 9, 2009. Recovery took 738 trading sessions.

The current American Funds AMCAP Fund Class C drawdown is 4.66%.


Depth

Start

To Bottom

Bottom

To Recover

End

Total

-53.01%Oct 11, 2007353Mar 9, 2009738Feb 9, 20121091
-35.67%Nov 17, 2021229Oct 14, 2022
-35.23%May 22, 2001345Oct 9, 2002527Nov 12, 2004872
-31.1%Feb 20, 202023Mar 23, 202082Jul 20, 2020105
-20.15%Oct 2, 201858Dec 24, 2018136Jul 11, 2019194

Volatility

Volatility Chart

The current American Funds AMCAP Fund Class C volatility is 3.97%, 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.


2.00%3.00%4.00%5.00%NovemberDecember2024FebruaryMarchApril
3.97%
3.39%
AMPCX (American Funds AMCAP Fund Class C)
Benchmark (^GSPC)