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Amcap Fund, Class C Shares: (MF: AMPCX)
(NASDAQ Mutual Funds) As of May 15, 2025 08:00 PM ET
$34.39 USD
+0.05 (0.15%)
Zacks MF Rank
1-Strong Buy of 5 1
Latest Performance as of Apr 30, 2025
| Total Return %* | Percentile Rank Objective | |
|---|---|---|
| YTD | -5.36 | 46 |
| 3 months | -8.93 | 46 |
| 6 months | -2.18 | 41 |
| 1 Year | 8.35 | 46 |
| 3 Year | 10.48 | 40 |
| 5 Year | 10.55 | 81 |
| 10 Year | 7.90 | 71 |
* Annual for three years and beyond.
| Bull Market (9/02 - 10/07) | 92.24 |
| Bear Market (10/07 - 2/09) | -49.16 |
| Bull Market (2/09 - 3/21) | 659.39 |
Load Adjusted Returns as of Apr 30, 2025
| 1 Year | 0.44 |
| 5 Year | 13.04 |
| 10 Year | 7.89 |
| Since Inception | 7.03 |
Quarterly Return
| 1st Qtr. | 2nd Qtr. | 3rd Qtr. | 4th Qtr. | |
|---|---|---|---|---|
| 2025 | -6.72 | NA | NA | NA |
| 2024 | 10.49 | 2.17 | 4.62 | 1.74 |
| 2023 | 9.87 | 8.42 | -4.29 | 14.03 |
| 2022 | -12.58 | -19.70 | -4.29 | 5.25 |
| 2021 | 4.55 | 7.81 | 1.38 | 7.38 |
| 2020 | -17.42 | 22.93 | 5.96 | 12.02 |
Annual Return
| 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | |
|---|---|---|---|---|---|---|---|---|---|---|---|
| % Total Return | -5.36 | 20.18 | 30.00 | -29.29 | 22.73 | 20.50 | 25.35 | -2.67 | 21.08 | 6.42 | -8.81 |
| % Total Return Rel to Index | -0.44 | -4.83 | 3.76 | -11.09 | -5.95 | 2.10 | -6.13 | 1.71 | -0.71 | -5.51 | -10.20 |
| % Total Return Rel to Peer | 0.10 | 0.79 | 7.01 | -9.59 | 0.67 | 0.59 | -3.06 | 4.18 | 0.40 | -1.39 | -7.21 |
| % Perf Quintile vs Peer* | 0.00 | 0.00 | 2.00 | 4.00 | 3.00 | 3.00 | 5.00 | 2.00 | 3.00 | 4.00 | 5.00 |
| % Dividends | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 |
| % Yield | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 |
| Capital Gains ($) | 0.00 | 3.33 | 1.02 | 2.27 | 2.70 | 1.44 | 1.47 | 2.86 | 1.56 | 0.52 | 0.00 |
| Expense Ratio | 1.40 | 1.42 | 1.42 | 1.40 | 1.41 | 1.43 | 1.45 | 1.47 | 1.49 | 1.48 | 1.49 |
* 1 = Top 20%, 5 = Bottom 20%