Ratings & Risk for American Funds AMCAP A (AMCPX)

Morningstar Category: Large Growth
Number of funds in Category: —

  • Morningstar Ratings

    Return Risk Rating # of Funds
    3-Year Below Average Below Average
    		449
    5-Year Average Below Average
    		390
    10-Year Above Average Below Average
    		278
    Overall Average Below Average
    		—
    Morningstar's Overall Rating is derived from a weighted average of the fund's 3, 5 and 10 year rating,
    which are based on risk-adjusted performance. Data as of 10/31/2009

  • Volatility Data

    Standard Deviation Mean Sharpe Ratio
    3-Year 19.72 -0.22 -0.26
    5-Year 16.05 0.20 -0.03
    10-Year 15.64 0.34 0.07
    15-Year 15.29 0.80 0.39
    20-Year 15.11 0.82 0.38
    Trailing data as of 10/31/2009

  • Modern Portfolio Theory Statistics

    R-Squared Beta Alpha
    1-Year 95.20 0.98 9.04
    3-Year 95.90 0.99 2.55
    5-Year 94.60 0.98 0.79
    10-Year 91.86 0.93 3.48

    S&P 500 TR

    Trailing data as of 10/31/2009