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ABNFX vs. AMCPX
Performance
Return for Risk
Dividends
Drawdowns
Volatility

Performance

ABNFX vs. AMCPX - Performance Comparison

The chart below illustrates the hypothetical performance of a $10,000 investment in American Funds The Bond Fund of America® Class F-2 (ABNFX) and American Funds AMCAP Fund Class A (AMCPX). The values are adjusted to include any dividend payments, if applicable.

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ABNFX vs. AMCPX - Yearly Performance Comparison


2026 (YTD)202520242023202220212020201920182017
ABNFX
American Funds The Bond Fund of America® Class F-2
-0.82%7.42%1.42%4.29%-13.08%-0.88%10.86%8.08%0.15%3.48%
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, ABNFX achieves a -0.82% return, which is significantly higher than AMCPX's -11.82% return. Over the past 10 years, ABNFX has underperformed AMCPX with an annualized return of 1.93%, while AMCPX has yielded a comparatively higher 10.59% annualized return.


ABNFX

1D
0.45%
1M
-2.51%
YTD
-0.82%
6M
0.27%
1Y
3.61%
3Y*
3.09%
5Y*
0.00%
10Y*
1.93%

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)

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ABNFX vs. AMCPX - Expense Ratio Comparison

ABNFX has a 0.35% expense ratio, which is lower than AMCPX's 0.65% expense ratio.


Return for Risk

ABNFX vs. AMCPX — Risk / Return Rank

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

ABNFX
ABNFX Risk / Return Rank: 5252
Overall Rank
ABNFX Sharpe Ratio Rank: 5151
Sharpe Ratio Rank
ABNFX Sortino Ratio Rank: 5151
Sortino Ratio Rank
ABNFX Omega Ratio Rank: 3737
Omega Ratio Rank
ABNFX Calmar Ratio Rank: 7272
Calmar Ratio Rank
ABNFX Martin Ratio Rank: 4848
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.

ABNFX vs. AMCPX - Risk-Adjusted Trends Comparison

This table presents a comparison of risk-adjusted performance metrics for American Funds The Bond Fund of America® Class F-2 (ABNFX) 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.


ABNFXAMCPXDifference

Sharpe ratio

Return per unit of total volatility

0.96

0.56

+0.40

Sortino ratio

Return per unit of downside risk

1.38

0.94

+0.44

Omega ratio

Gain probability vs. loss probability

1.17

1.13

+0.04

Calmar ratio

Return relative to maximum drawdown

1.61

0.59

+1.02

Martin ratio

Return relative to average drawdown

4.66

2.42

+2.24

ABNFX vs. AMCPX - Sharpe Ratio Comparison

The current ABNFX Sharpe Ratio is 0.96, which is higher than the AMCPX Sharpe Ratio of 0.56. The chart below compares the historical Sharpe Ratios of ABNFX 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.


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Sharpe Ratios by Period


ABNFXAMCPXDifference

Sharpe Ratio (1Y)

Calculated over the trailing 1-year period

0.96

0.56

+0.40

Sharpe Ratio (5Y)

Calculated over the trailing 5-year period

0.00

0.33

-0.33

Sharpe Ratio (10Y)

Calculated over the trailing 10-year period

0.40

0.57

-0.17

Sharpe Ratio (All Time)

Calculated using the full available price history

0.64

0.57

+0.07

Correlation

The correlation between ABNFX and AMCPX is -0.11. This indicates that the assets' prices tend to move in opposite directions. Negative correlation can be particularly beneficial for diversification and risk management, as one asset may offset the losses of the other during market fluctuations.


Dividends

ABNFX vs. AMCPX - Dividend Comparison

ABNFX's dividend yield for the trailing twelve months is around 4.02%, less than AMCPX's 9.90% yield.


TTM20252024202320222021202020192018201720162015
ABNFX
American Funds The Bond Fund of America® Class F-2
4.02%4.37%4.55%3.19%2.37%2.07%5.15%3.72%2.65%2.10%2.31%2.24%
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

ABNFX vs. AMCPX - Drawdown Comparison

The maximum ABNFX drawdown since its inception was -17.69%, smaller than the maximum AMCPX drawdown of -62.37%. Use the drawdown chart below to compare losses from any high point for ABNFX and AMCPX.


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Drawdown Indicators


ABNFXAMCPXDifference

Max Drawdown

Largest peak-to-trough decline

-17.69%

-62.37%

+44.68%

Max Drawdown (1Y)

Largest decline over 1 year

-2.94%

-14.18%

+11.24%

Max Drawdown (5Y)

Largest decline over 5 years

-17.65%

-36.90%

+19.25%

Max Drawdown (10Y)

Largest decline over 10 years

-17.69%

-36.90%

+19.21%

Current Drawdown

Current decline from peak

-2.91%

-14.18%

+11.27%

Average Drawdown

Average peak-to-trough decline

-3.30%

-9.60%

+6.30%

Ulcer Index

Depth and duration of drawdowns from previous peaks

1.02%

3.47%

-2.45%

Volatility

ABNFX vs. AMCPX - Volatility Comparison

The current volatility for American Funds The Bond Fund of America® Class F-2 (ABNFX) is 1.51%, while American Funds AMCAP Fund Class A (AMCPX) has a volatility of 5.26%. This indicates that ABNFX 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.


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Volatility by Period


ABNFXAMCPXDifference

Volatility (1M)

Calculated over the trailing 1-month period

1.51%

5.26%

-3.75%

Volatility (6M)

Calculated over the trailing 6-month period

2.48%

11.06%

-8.58%

Volatility (1Y)

Calculated over the trailing 1-year period

4.39%

19.60%

-15.21%

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

4.87%

18.63%

-13.76%