PortfoliosLab logoPortfoliosLab logo
ABNDX vs. AMCPX
Performance
Return for Risk
Dividends
Drawdowns
Volatility

Performance

ABNDX vs. AMCPX - Performance Comparison

The chart below illustrates the hypothetical performance of a $10,000 investment in American Funds The Bond Fund of America (ABNDX) and American Funds AMCAP Fund Class A (AMCPX). The values are adjusted to include any dividend payments, if applicable.

Loading graphics...

ABNDX vs. AMCPX - Yearly Performance Comparison


2026 (YTD)202520242023202220212020201920182017
ABNDX
American Funds The Bond Fund of America
-0.85%7.16%1.17%4.34%-13.24%-1.33%10.72%7.83%-0.12%3.21%
AMCPX
American Funds AMCAP Fund Class A
-11.82%17.68%21.11%31.04%-28.67%20.57%21.42%26.35%-4.42%22.08%

Returns By Period

In the year-to-date period, ABNDX achieves a -0.85% return, which is significantly higher than AMCPX's -11.82% return. Over the past 10 years, ABNDX has underperformed AMCPX with an annualized return of 1.67%, while AMCPX has yielded a comparatively higher 10.59% annualized return.


ABNDX

1D
0.45%
1M
-2.51%
YTD
-0.85%
6M
0.16%
1Y
3.38%
3Y*
2.95%
5Y*
-0.21%
10Y*
1.67%

AMCPX

1D
-0.37%
1M
-10.12%
YTD
-11.82%
6M
-9.34%
1Y
11.06%
3Y*
14.39%
5Y*
6.22%
10Y*
10.59%
*Multi-year figures are annualized to reflect compound growth (CAGR)

Compare stocks, funds, or ETFs

Search for stocks, ETFs, and funds for a quick comparison or use the comparison tool for more options.


ABNDX vs. AMCPX - Expense Ratio Comparison

ABNDX has a 0.55% expense ratio, which is lower than AMCPX's 0.65% expense ratio.


Return for Risk

ABNDX vs. AMCPX — Risk / Return Rank

Compare risk-adjusted metric ranks to identify better-performing investments over the past 12 months.

ABNDX
ABNDX Risk / Return Rank: 4747
Overall Rank
ABNDX Sharpe Ratio Rank: 4646
Sharpe Ratio Rank
ABNDX Sortino Ratio Rank: 4545
Sortino Ratio Rank
ABNDX Omega Ratio Rank: 3333
Omega Ratio Rank
ABNDX Calmar Ratio Rank: 6868
Calmar Ratio Rank
ABNDX Martin Ratio Rank: 4343
Martin Ratio Rank

AMCPX
AMCPX Risk / Return Rank: 2323
Overall Rank
AMCPX Sharpe Ratio Rank: 2323
Sharpe Ratio Rank
AMCPX Sortino Ratio Rank: 2525
Sortino Ratio Rank
AMCPX Omega Ratio Rank: 2525
Omega Ratio Rank
AMCPX Calmar Ratio Rank: 2020
Calmar Ratio Rank
AMCPX Martin Ratio Rank: 2323
Martin Ratio Rank
The rank (0–100) shows how this investment's returns compare to the risk taken. Higher = better. Based on the past 12 months of data, combining Sharpe, Sortino, and other metrics used by quantitative funds and institutional investors.

ABNDX vs. AMCPX - Risk-Adjusted Trends Comparison

This table presents a comparison of risk-adjusted performance metrics for American Funds The Bond Fund of America (ABNDX) and American Funds AMCAP Fund Class A (AMCPX). Risk-adjusted metrics are performance indicators that assess an investment's returns in relation to its risk, enabling a more accurate comparison of different investment options.


ABNDXAMCPXDifference

Sharpe ratio

Return per unit of total volatility

0.90

0.56

+0.34

Sortino ratio

Return per unit of downside risk

1.30

0.94

+0.36

Omega ratio

Gain probability vs. loss probability

1.16

1.13

+0.03

Calmar ratio

Return relative to maximum drawdown

1.53

0.59

+0.93

Martin ratio

Return relative to average drawdown

4.38

2.42

+1.96

ABNDX vs. AMCPX - Sharpe Ratio Comparison

The current ABNDX Sharpe Ratio is 0.90, which is higher than the AMCPX Sharpe Ratio of 0.56. The chart below compares the historical Sharpe Ratios of ABNDX and AMCPX, offering insights into how both investments have performed under varying market conditions. These values are calculated using daily returns over the previous 12 months.


Loading graphics...

Sharpe Ratios by Period


ABNDXAMCPXDifference

Sharpe Ratio (1Y)

Calculated over the trailing 1-year period

0.90

0.56

+0.34

Sharpe Ratio (5Y)

Calculated over the trailing 5-year period

-0.04

0.33

-0.36

Sharpe Ratio (10Y)

Calculated over the trailing 10-year period

0.35

0.57

-0.23

Sharpe Ratio (All Time)

Calculated using the full available price history

1.00

0.57

+0.43

Correlation

The correlation between ABNDX and AMCPX is 0.00, which is considered to be low. This implies their price changes are not closely related. A low correlation is generally favorable for portfolio diversification, as it helps to reduce overall risk by spreading it across multiple assets with different performance patterns.


Dividends

ABNDX vs. AMCPX - Dividend Comparison

ABNDX's dividend yield for the trailing twelve months is around 3.80%, less than AMCPX's 9.90% yield.


TTM20252024202320222021202020192018201720162015
ABNDX
American Funds The Bond Fund of America
3.80%4.13%4.30%3.24%2.17%1.62%5.03%3.49%2.38%1.84%1.77%2.00%
AMCPX
American Funds AMCAP Fund Class A
9.90%8.73%8.19%3.26%7.54%3.43%3.88%4.90%7.84%5.37%3.81%8.86%

Drawdowns

ABNDX vs. AMCPX - Drawdown Comparison

The maximum ABNDX drawdown since its inception was -18.18%, smaller than the maximum AMCPX drawdown of -62.37%. Use the drawdown chart below to compare losses from any high point for ABNDX and AMCPX.


Loading graphics...

Drawdown Indicators


ABNDXAMCPXDifference

Max Drawdown

Largest peak-to-trough decline

-18.18%

-62.37%

+44.19%

Max Drawdown (1Y)

Largest decline over 1 year

-2.94%

-14.18%

+11.24%

Max Drawdown (5Y)

Largest decline over 5 years

-18.15%

-36.90%

+18.75%

Max Drawdown (10Y)

Largest decline over 10 years

-18.18%

-36.90%

+18.72%

Current Drawdown

Current decline from peak

-3.99%

-14.18%

+10.19%

Average Drawdown

Average peak-to-trough decline

-3.22%

-9.60%

+6.38%

Ulcer Index

Depth and duration of drawdowns from previous peaks

1.02%

3.47%

-2.45%

Volatility

ABNDX vs. AMCPX - Volatility Comparison

The current volatility for American Funds The Bond Fund of America (ABNDX) is 1.51%, while American Funds AMCAP Fund Class A (AMCPX) has a volatility of 5.26%. This indicates that ABNDX experiences smaller price fluctuations and is considered to be less risky than AMCPX based on this measure. The chart below showcases a comparison of their rolling one-month volatility.


Loading graphics...

Volatility by Period


ABNDXAMCPXDifference

Volatility (1M)

Calculated over the trailing 1-month period

1.51%

5.26%

-3.75%

Volatility (6M)

Calculated over the trailing 6-month period

2.47%

11.06%

-8.59%

Volatility (1Y)

Calculated over the trailing 1-year period

4.37%

19.60%

-15.23%

Volatility (5Y)

Calculated over the trailing 5-year period, annualized

5.91%

19.12%

-13.21%

Volatility (10Y)

Calculated over the trailing 10-year period, annualized

4.86%

18.63%

-13.77%