AFMFX
American Funds American Mutual-F3
$54.71
-0.06 (-0.11%)
Currency in USD / Last Updated: 7/9/2024
| Category | Large Cap Value |
|---|---|
| Market Cap | 98143.173M |
| 52 Week High | 54.77 |
| 52 Week Low | 44.618 |
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Key Data
| Symbol | AFMFX |
|---|---|
| Type | Mutual Fund |
| Category | Large Cap Value |
| Price | 54.71 |
| Price Yesterday | 54.77 |
| Market Cap | 98,143.17 |
| YTD Return | 8.40% |
Expense Details
| Deferred | 0 |
|---|---|
| 12b-1 | 0 |
| Front Load | 0 |
| Initial Purchase Amount | 1000000 |
| Redeption Fee | 0 |
| Prospectus | 0.0027 |
Overview
| 52 Week High | 54.77 |
|---|---|
| 52 Week Low | 44.62 |
| Market Cap | 98,143.17M |
| Shares Outstanding | 1,793.88M |
| Income Dividend Yield | 1.88% |
| Long Term Dividend Yield | 1.93% |
| Short Term Dividend Yield | 0.00% |
| 52 Week Yield (All) | 3.81% |
Returns Annualized
| One Day | -24.16% |
|---|---|
| Five Days | 47.52% |
| One Months | 21.01% |
| Three Months | 9.27% |
| Six Months | 17.40% |
| Nine Months | 25.76% |
| One Year | 16.28% |
| Three Years | 7.60% |
| Five Years | 10.11% |
| Ten Years | -999 |
| YTD | 16.94% |
| Since Inception | 10.40% |
Returns Total
| One Day | -0.11% |
|---|---|
| Five Days | 0.77% |
| One Month | 1.52% |
| Three Months | 2.20% |
| Six Months | 8.20% |
| Nine Months | 18.52% |
| One Year | 16.26% |
| Three Years | 24.45% |
| Five Years | 61.67% |
| Ten Years | -999 |
| YTD | 8.40% |
| Since Inception | 108.35% |
Yearly Returns
| 2024 | 8.40% |
|---|---|
| 2023 | 9.73% |
| 2022 | -4.19% |
| 2021 | 25.35% |
| 2020 | 5.07% |
| 2019 | 22.10% |
| 2018 | -1.77% |
| 2017 | 15.72% |
| 2016 | 0.00% |
| 2015 | 0.00% |
Risk against SP-DA
| Alpha | -5.50% |
|---|---|
| Beta | 0.7 |
| Correlation | 90.51% |
| Downside Deviation | 2.46% |
| Coefficient of determination | 81.92% |
| Standard Deviation | 2.50% |
| Sharpe Ratio | -1.44 |
| Sortino | -5.05 |
| Treynor | 15.51 |
| Ulcer Index | 2.83 |
| Ulcer Performance Index | -4.4 |