CAFCX
American Funds AMCAP Fund Class 529-C
Mutual fund
$34.07+0.32 (+0.95%)Close Oct 2, 2026
Feb 19, 2002 – Oct 2, 2026, Dividends reinvested
- Final balance
- $77,032
- CAGR
- +8.65%
- Max drawdown
- −53.39%
- Sharpe ratio
- 0.55
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Growth of $10,000
Trailing returns (%)
Annualized from 3Y- 1M
- −0.23%
- 3M
- +0.26%
- 6M
- +14.90%
- YTD
- +5.73%
- 1Y
- +7.57%
- 3Y
- +19.19%
- 5Y
- +7.70%
- 10Y
- +11.68%
- 15Y
- +12.83%
- 20Y
- +9.38%
- Since 2002
- +8.65%
Metrics
Since 2002| Volatility | 18.23% |
|---|---|
| Sortino ratio | 0.77 |
| Calmar ratio | 0.16 |
| Best year, 2009 | +37.95% |
| Worst year, 2008 | −38.22% |
| Positive years | 18 of 23 |
| Longest drawdown | 4.4 years |
Worst drawdowns
Since 2002| Decline | Peak | Bottom | Recovered | Length |
|---|---|---|---|---|
| −53.4% | Oct 2007 | Mar 2009 | Feb 2012 | 4.4 years |
| −35.7% | Nov 2021 | Oct 2022 | Jun 2024 | 2.6 years |
| −31.1% | Feb 2020 | Mar 2020 | Jul 2020 | 5 months |
| −29.9% | Mar 2002 | Oct 2002 | Dec 2003 | 1.7 years |
| −20.1% | Oct 2018 | Dec 2018 | Jul 2019 | 9 months |
Annual returns
2002 from Feb 19 · 2026 through Oct 2