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AMCPX: AMCAP FUND CLASS A (MUTUAL FUND)
Basic Info
| Asset Class: | LARGE GROWTH |
| MyPlanIQ Rating: | (45%) |
| Start Date: | 03/13/1986 |
| Last Dividend Date: | 12/17/2024 |
| 12-Mo. Yield | 0.39% |
| Expenses | 0.49% |
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Performance Analytics (As of 06/20/2025)
Not up-to-date? Try| Last 1 Week* | YTD*(2025) | 1 Yr | 3 Yr | 5 Yr | 10 Yr | 15 Yr | 20 Yr | Since 03/13/1986 |
2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | 2013 | 2012 | 2011 | 2010 | 2009 | 2008 | 2007 | 2006 | 2005 | 2004 | 2003 | 2002 | 2001 | 2000 | 1999 | 1998 | 1997 | 1996 | 1995 | 1994 | 1993 | 1992 | 1991 | 1990 | 1989 | 1988 | 1987 | 1986 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return(%) | -1.7 | -1.4 | -0.6 | 12.7 | 4.6 | 7.1 | 10.2 | 7.9 | 7.8 | 12.5 | 27.5 | -33.8 | 16.2 | 16.7 | 26.4 | -2.0 | 22.1 | 9.0 | 0.7 | 12.5 | 36.9 | 15.7 | 0.4 | 14.0 | 39.2 | -37.7 | 7.4 | 8.6 | 7.0 | 9.8 | 29.6 | -18.7 | -5.0 | 7.4 | 21.8 | 29.8 | 30.7 | 10.4 | 18.2 | -7.7 | -3.3 | 4.6 | 31.7 | -10.3 | 16.8 | 4.8 | 4.7 | -7.8 |
| Sharpe Ratio | NA | -0.2 | -0.16 | 0.55 | 0.15 | 0.29 | NA | NA | 0.32 | 0.37 | 1.64 | -1.23 | 1.07 | 0.53 | 1.91 | -0.19 | 3.04 | 0.65 | 0.05 | 0.88 | 3.35 | 1.28 | 0.02 | 0.8 | 1.51 | -1.09 | 0.34 | 0.57 | 0.53 | 0.88 | 1.96 | -0.92 | -0.37 | 0.17 | 1.2 | 1.49 | 1.75 | 0.55 | 1.25 | -0.92 | -0.37 | 0.21 | 1.86 | -0.91 | 0.8 | 0.01 | 0.03 | -0.91 |
| Draw Down(%) | NA | 19.7 | 23.8 | 23.8 | 41.5 | 41.5 | NA | NA | 52.9 | 9.6 | 11.6 | 38.3 | 9.4 | 31.0 | 7.4 | 20.0 | 3.2 | 11.2 | 13.2 | 7.8 | 5.6 | 9.6 | 18.5 | 16.5 | 23.6 | 48.0 | 8.7 | 7.2 | 6.0 | 8.5 | 11.5 | 29.5 | 22.8 | 10.4 | 10.6 | 20.1 | 8.9 | 14.8 | 8.7 | 13.9 | 11.7 | 9.4 | 8.5 | 25.4 | 15.6 | 8.3 | 29.9 | 8.5 |
| Standard Deviation(%) | NA | 26.8 | 22.3 | 19.4 | 20.0 | 19.1 | NA | NA | 17.5 | 15.8 | 14.3 | 28.8 | 15.1 | 31.1 | 13.1 | 17.3 | 7.1 | 13.6 | 14.4 | 14.3 | 11.0 | 12.3 | 21.9 | 17.3 | 25.9 | 35.2 | 13.0 | 9.5 | 9.1 | 10.1 | 14.8 | 21.4 | 19.9 | 19.0 | 15.4 | 17.8 | 15.5 | 12.4 | 11.5 | 11.6 | 14.6 | 10.2 | 15.0 | 17.0 | 13.8 | 13.5 | 24.9 | 15.0 |
| Treynor Ratio | NA | -0.07 | -0.05 | 0.14 | 0.04 | 0.07 | NA | NA | 0.08 | 0.09 | 0.33 | -0.48 | 0.32 | 0.2 | 0.42 | -0.04 | 0.29 | 0.1 | 0.01 | 0.15 | 0.42 | 0.19 | 0.0 | 0.16 | 0.38 | -0.42 | 0.06 | 0.08 | 0.07 | 0.13 | 0.39 | -0.3 | -0.14 | 0.07 | 0.29 | 0.4 | 0.38 | 0.11 | 0.24 | -0.13 | -0.06 | 0.03 | 0.32 | -0.19 | 0.15 | 0.0 | 0.04 | -0.67 |
| Alpha | NA | -0.04 | -0.04 | -0.02 | -0.02 | -0.02 | NA | NA | 0.01 | -0.02 | -0.02 | -0.02 | 0.06 | -0.08 | 0.0 | -0.01 | 0.0 | 0.04 | -0.03 | 0.01 | 0.02 | 0.0 | 0.0 | 0.01 | 0.01 | -0.02 | 0.0 | 0.02 | -0.01 | 0.02 | 0.03 | 0.03 | 0.05 | 0.06 | 0.03 | 0.03 | 0.05 | 0.0 | 0.0 | -0.04 | 0.0 | 0.01 | -0.02 | -0.06 | -0.04 | -0.01 | 0.04 | -0.03 |
| Beta | NA | 0.79 | 0.77 | 0.76 | 0.71 | 0.75 | NA | NA | 0.68 | 0.67 | 0.71 | 0.74 | 0.51 | 0.82 | 0.59 | 0.8 | 0.74 | 0.85 | 0.85 | 0.83 | 0.88 | 0.81 | 0.81 | 0.89 | 1.03 | 0.91 | 0.77 | 0.69 | 0.72 | 0.67 | 0.74 | 0.65 | 0.53 | 0.47 | 0.64 | 0.67 | 0.71 | 0.62 | 0.59 | 0.82 | 0.88 | 0.76 | 0.87 | 0.8 | 0.76 | 0.78 | 0.18 | 0.2 |
| RSquared | NA | 0.92 | 0.86 | 0.9 | 0.85 | 0.86 | NA | NA | 0.73 | 0.76 | 0.88 | 0.9 | 0.65 | 0.91 | 0.68 | 0.93 | 0.81 | 0.85 | 0.92 | 0.63 | 0.93 | 0.92 | 0.96 | 0.98 | 0.95 | 0.93 | 0.94 | 0.89 | 0.85 | 0.92 | 0.93 | 0.92 | 0.86 | 0.72 | 0.78 | 0.81 | 0.85 | 0.51 | 0.29 | 0.58 | 0.37 | 0.68 | 0.82 | 0.81 | 0.55 | 0.82 | 0.08 | 0.1 |
| Yield(%) | N/A | 0.0 | 0.4 | 0.4 | 0.3 | 3.2 | 6.1 | 5.0 | N/A | 0.4 | 0.7 | 0.0 | 0.0 | 0.2 | 5.9 | 9.5 | 6.2 | 4.1 | 8.2 | 9.6 | 10.1 | 0.4 | 0.4 | 0.5 | 1.3 | 3.5 | 6.8 | 3.8 | 2.6 | 1.0 | 0.0 | 0.7 | 4.6 | 12.7 | 14.6 | 15.5 | 18.3 | 6.9 | 1.5 | 1.0 | 0.9 | 1.2 | 1.5 | 2.2 | 2.7 | 2.9 | 3.1 | 1.8 |
| Dividend Growth(%) | N/A | -100.0 | 34.1 | -75.3 | -94.8 | -0.5 | -2.7 | N/A | N/A | -23.6 | N/A | N/A | -100.0 | -95.4 | -45.9 | 79.6 | 63.2 | -54.9 | -12.0 | 17.1 | 2554.8 | 16.7 | -10.0 | -51.2 | -76.7 | -48.0 | 84.0 | 54.3 | 182.2 | 5533.3 | -97.5 | -84.8 | -66.5 | -8.3 | 6.4 | -5.8 | 170.5 | 458.8 | 30.8 | 8.3 | -20.0 | 0.0 | -40.0 | -7.4 | -6.9 | -3.3 | 57.9 | N/A |
*: NOT annualized;YTD: Year to Date
**Inception: starting from 03/13/1986
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