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AMPFX: AMCAP FUND CLASS F-1 (MUTUAL FUND)
Basic Info 46.6 1.3(2.71%) June 05
| Asset Class: | LARGE GROWTH |
| MyPlanIQ Rating: | (45%) |
| Start Date: | 04/06/2001 |
| Last Dividend Date: | 12/12/2025 |
| 12-Mo. Yield | 9.24% |
| Expenses | 0.49% |
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Performance Analytics (As of 06/05/2026)
| Last 1 Week* | YTD*(2026) | 1 Yr | 3 Yr | 5 Yr | 10 Yr | 15 Yr | 20 Yr | Inception** | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | 2013 | 2012 | 2011 | 2010 | 2009 | 2008 | 2007 | 2006 | 2005 | 2004 | 2003 | 2002 | 2001 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return(%) | -3.8 | 2.7 | 17.1 | 18.5 | 5.9 | 10.5 | 11.1 | 9.3 | 8.5 | 17.6 | 21.0 | 31.0 | -33.9 | 16.1 | 16.6 | 26.3 | -2.1 | 22.0 | 9.0 | 0.7 | 12.4 | 36.8 | 15.7 | 0.3 | 14.5 | 39.3 | -37.6 | 7.4 | 8.7 | 7.1 | 9.9 | 29.5 | -18.7 | 6.3 |
| Sharpe Ratio | NA | 0.23 | 0.97 | 0.91 | 0.17 | 0.47 | NA | NA | 0.4 | 0.74 | 1.2 | 1.92 | -1.23 | 1.06 | 0.52 | 1.9 | -0.2 | 3.03 | 0.65 | 0.04 | 0.87 | 3.35 | 1.28 | 0.01 | 0.84 | 1.52 | -1.09 | 0.33 | 0.56 | 0.54 | 0.89 | 1.94 | -0.93 | 0.34 |
| Draw Down(%) | NA | 14.2 | 14.2 | 19.7 | 41.6 | 41.6 | NA | NA | 52.7 | 19.7 | 8.4 | 11.6 | 38.4 | 9.5 | 31.0 | 7.4 | 20.0 | 3.2 | 11.2 | 13.3 | 7.8 | 5.6 | 9.5 | 18.5 | 16.4 | 23.6 | 47.9 | 8.7 | 7.2 | 6.0 | 8.5 | 11.6 | 29.6 | 22.9 |
| Standard Deviation(%) | NA | 17.3 | 14.9 | 16.7 | 19.5 | 18.9 | NA | NA | 18.3 | 20.0 | 14.6 | 14.4 | 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 | 25.8 | 35.2 | 13.0 | 9.4 | 9.1 | 10.1 | 14.9 | 21.4 | 19.4 |
| Treynor Ratio | NA | 0.05 | 0.17 | 0.2 | 0.05 | 0.12 | NA | NA | 0.09 | 0.19 | 0.24 | 0.38 | -0.48 | 0.27 | 0.21 | 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 | -0.31 | 0.11 |
| Alpha | NA | 0.02 | 0.02 | 0.01 | 0.0 | -0.01 | NA | NA | 0.0 | 0.02 | -0.01 | 0.0 | -0.02 | 0.03 | -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 | 0.02 |
| Beta | NA | 0.85 | 0.83 | 0.77 | 0.74 | 0.74 | NA | NA | 0.78 | 0.79 | 0.72 | 0.72 | 0.74 | 0.59 | 0.78 | 0.59 | 0.8 | 0.74 | 0.85 | 0.86 | 0.83 | 0.88 | 0.81 | 0.81 | 0.89 | 1.03 | 0.91 | 0.77 | 0.68 | 0.72 | 0.67 | 0.74 | 0.65 | 0.63 |
| RSquared | NA | 0.9 | 0.91 | 0.92 | 0.89 | 0.85 | NA | NA | 0.88 | 0.96 | 0.91 | 0.91 | 0.9 | 0.72 | 0.81 | 0.68 | 0.93 | 0.81 | 0.86 | 0.92 | 0.63 | 0.92 | 0.92 | 0.96 | 0.97 | 0.96 | 0.93 | 0.94 | 0.89 | 0.86 | 0.92 | 0.92 | 0.92 | 0.89 |
| Yield(%) | N/A | 0.0 | N/A | N/A | N/A | N/A | N/A | N/A | N/A | 9.5 | 9.3 | 4.1 | 0.0 | 0.0 | 0.2 | 5.9 | 9.5 | 6.1 | 4.0 | 8.3 | 9.7 | 10.2 | 0.5 | 0.4 | 1.0 | 1.3 | 3.6 | 6.8 | 3.8 | 2.8 | 1.1 | 0.0 | 0.8 | 5.1 |
| Dividend Growth(%) | N/A | -100.0 | N/A | N/A | N/A | N/A | N/A | N/A | N/A | 15.6 | 187.7 | N/A | N/A | -100.0 | -96.4 | -46.1 | 80.0 | 64.4 | -55.9 | -11.8 | 16.1 | 2480.5 | 17.6 | -57.5 | 11.5 | -77.8 | -48.2 | 83.8 | 45.8 | 180.1 | 3520.0 | -96.2 | -83.7 | N/A |
*: NOT annualized;YTD: Year to Date
**Inception: starting from 04/04/2001
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View Historical Data in an advanced chart |
Use MyPlanIQ Comparison to compare with multiple funds or portfolios |
See LARGE GROWTH Asset Class Trend Rankings |
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Best ETFs
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