- 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
- Distribution Policy
- Distributing
- Asset Class
- Equity
- Asset Class Size
- Large-Cap
- Asset Class Style
- Growth
Share Price Chart
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Performance
AMPCX Performance Chart
American Funds AMCAP Fund Class C (AMPCX) is up 5.2% since the beginning of the year. AMPCX is currently trading at $34 per share. Investors who bought $1,000 worth of AMPCX shares 5 years ago would now be looking at an investment worth $1,525.
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Returns By Period
American Funds AMCAP Fund Class C (AMPCX) has returned 5.16% so far this year and 19.73% over the past 12 months. Over the last ten years, AMPCX has returned 11.76% per year, falling short of the S&P 500 Index benchmark, which averaged 13.88% annually.
American Funds AMCAP Fund Class C
- 1D
- 1.51%
- 1M
- 1.46%
- YTD
- 5.16%
- 6M
- 4.92%
- 1Y
- 19.73%
- 3Y*
- 17.78%
- 5Y*
- 8.80%
- 10Y*
- 11.76%
Benchmark (S&P 500 Index)
- 1D
- -0.37%
- 1M
- -0.01%
- YTD
- 9.16%
- 6M
- 8.64%
- 1Y
- 25.22%
- 3Y*
- 19.78%
- 5Y*
- 11.99%
- 10Y*
- 13.88%
AMPCX Monthly Returns History
Based on dividend-adjusted daily data since Mar 15, 2001, AMPCX's average daily return is +0.04%, while the average monthly return is +0.74%. At this rate, an investment would double in approximately 7.8 years.
Historically, 62% of months were positive and 38% were negative. The best month was Apr 2020 with a return of +13.4%, while the worst month was Oct 2008 at -17.5%. The longest winning streak lasted 8 consecutive months, and the longest losing streak was 5 months.
On a daily basis, AMPCX closed higher 53% of trading days. The best single day was Apr 9, 2025 with a return of +9.7%, while the worst single day was Mar 16, 2020 at -11.1%.
| Jan | Feb | Mar | Apr | May | Jun | Jul | Aug | Sep | Oct | Nov | Dec | Total | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| 2026 | 0.20% | -2.20% | -6.83% | 11.98% | 4.15% | -1.23% | 5.16% | ||||||
| 2025 | 3.92% | -3.21% | -7.27% | 1.45% | 7.01% | 6.33% | 2.34% | 0.99% | 2.29% | 2.82% | 0.56% | -0.78% | 16.78% |
| 2024 | 1.36% | 6.37% | 2.49% | -5.00% | 3.29% | 4.16% | 0.53% | 1.98% | 2.06% | -1.57% | 5.18% | -1.76% | 20.17% |
| 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% |
Benchmark Metrics
American Funds AMCAP Fund Class C has an annualized alpha of 0.80%, beta of 0.93, and R2 of 0.94 versus S&P 500 Index. Calculated based on daily prices since March 15, 2001.
- With beta of 0.93 and R2 of 0.94, this fund moves broadly in line with S&P 500 Index - much of its variation is explained by market exposure rather than independent behavior.
- Alpha
- 0.80%
- Beta
- 0.93
- R²
- 0.94
- Upside Capture
- 99.03%
- Downside Capture
- 97.75%
Expense Ratio
AMPCX has a high expense ratio of 1.40%, indicating above-average management fees.
Return for Risk
Risk / Return Rank
AMPCX ranks 21 for risk / return — below 21% of mutual funds on our site. The returns aren't fully compensating for the risk involved. This isn't necessarily a dealbreaker, but factor it into your decision — especially if you're risk-averse.
Return / Risk — by metrics
The table below present risk-adjusted performance metrics for American Funds AMCAP Fund Class C (AMPCX) and compare them to S&P 500 Index.
Values are calculated on a 1-year rolling basis and updated daily. Risk-adjusted metrics are more stable over longer periods — use the period switch above to explore them.
| AMPCX | Benchmark | Difference | |
|---|---|---|---|
| Sharpe ratioReturn per unit of total volatility | -0.77 | ||
| Sortino ratioReturn per unit of downside risk | -0.96 | ||
| Omega ratioGain probability vs. loss probability | 1.23 | 1.37 | -0.14 |
| Calmar ratioReturn relative to maximum drawdown | 1.35 | 2.78 | -1.43 |
| Martin ratioReturn relative to average drawdown | 5.36 | 12.44 | -7.08 |
Dividends
Dividend History
American Funds AMCAP Fund Class C provided a 16.88% dividend yield over the last twelve months, with an annual payout of $5.69 per share. The fund has been increasing its distributions for 2 consecutive years.
| Period | TTM | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Dividend | $5.69 | $4.02 | $3.33 | $1.03 | $2.27 | $2.70 | $1.44 | $1.47 | $2.01 | $1.56 | $0.92 | $2.30 |
Dividend yield | 16.88% | 11.35% | 9.83% | 3.32% | 9.21% | 7.09% | 4.32% | 5.06% | 8.25% | 5.61% | 3.77% | 9.83% |
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 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| 2026 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $3.54 | $3.54 | ||||||
| 2025 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $1.87 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $2.15 | $4.02 |
| 2024 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.81 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $2.52 | $3.33 |
| 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 |
Drawdowns
Drawdowns Chart
The Drawdowns chart displays portfolio losses from any high point along the way. Drawdowns are calculated considering price movements and all distributions paid, if any.
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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 53.38%, occurring on Mar 9, 2009. Recovery took 743 trading sessions.
The current American Funds AMCAP Fund Class C drawdown is 1.57%.
Related event | Drawdown | Fall | Recovery | Underwater |
|---|---|---|---|---|
Financial crisis2007–2009 | -53.38%Mar 2009 | 1y 5mo | 2y 11mo | 4y 4moOct 2007 - Feb 2012 |
Dot-com crash2000–2002 | -38.39%Oct 2002 | 1y 4mo | 2y 9mo | 4y 1moMay 2001 - Jul 2005 |
Bear market2022 | -35.67%Oct 2022 | 11mo 1d | 1y 8mo | 2y 6moNov 2021 - Jun 2024 |
COVID crash2020 | -31.10%Mar 2020 | 1mo 2d | 3mo 29d | 5mo 1dFeb 2020 - Jul 2020 |
Rate-hike selloffLate 2018 | -20.15%Dec 2018 | 2mo 23d | 6mo 19d | 9mo 12dOct 2018 - Jul 2019 |
Drawdown Indicators
| AMPCX | Benchmark | Difference | |
|---|---|---|---|
Max DrawdownLargest peak-to-trough decline | -53.38% | -56.78% | +3.40% |
Max Drawdown (1Y)Largest decline over 1 year | -14.33% | -9.10% | -5.23% |
Max Drawdown (3Y)Largest decline over 3 years | -19.81% | -18.90% | -0.91% |
Max Drawdown (5Y)Largest decline over 5 years | -35.67% | -25.43% | -10.24% |
Max Drawdown (10Y)Largest decline over 10 years | -35.67% | -33.92% | -1.75% |
Current DrawdownCurrent decline from peak | -1.57% | -1.80% | +0.23% |
Average DrawdownAverage peak-to-trough decline | -9.20% | -10.71% | +1.51% |
Ulcer IndexDepth and duration of drawdowns from previous peaks | 3.60% | 2.03% | +1.57% |
Volatility
Volatility Chart
The chart below shows the rolling one-month volatility.
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