AMECX
American Funds Inc Fd of America-A
$24.26
-0.06 (-0.25%)
Currency in USD / Last Updated: 7/9/2024
| Category | Balanced Aggressive |
|---|---|
| Market Cap | 121751.722M |
| 52 Week High | 24.328 |
| 52 Week Low | 20.635 |
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Key Data
| Symbol | AMECX |
|---|---|
| Type | Mutual Fund |
| Category | Balanced Aggressive |
| Price | 24.26 |
| Price Yesterday | 24.32 |
| Market Cap | 121,751.72 |
| YTD Return | 4.97% |
Expense Details
| Deferred | 0 |
|---|---|
| 12b-1 | 0.0025 |
| Front Load | 0.0575 |
| Initial Purchase Amount | 250 |
| Redeption Fee | 0 |
| Prospectus | 0.0058 |
Overview
| 52 Week High | 24.33 |
|---|---|
| 52 Week Low | 20.64 |
| Market Cap | 121,751.72M |
| Shares Outstanding | 5,018.62M |
| Income Dividend Yield | 2.80% |
| Long Term Dividend Yield | 0.73% |
| Short Term Dividend Yield | 0.00% |
| 52 Week Yield (All) | 3.53% |
Returns Annualized
| One Day | -46.37% |
|---|---|
| Five Days | 45.60% |
| One Months | 15.16% |
| Three Months | 5.35% |
| Six Months | 11.53% |
| Nine Months | 19.96% |
| One Year | 11.89% |
| Three Years | 3.62% |
| Five Years | 6.87% |
| Ten Years | 6.31% |
| YTD | 9.87% |
| Since Inception | 8.94% |
Returns Total
| One Day | -0.25% |
|---|---|
| Five Days | 0.75% |
| One Month | 1.13% |
| Three Months | 1.29% |
| Six Months | 5.51% |
| Nine Months | 14.44% |
| One Year | 11.87% |
| Three Years | 11.19% |
| Five Years | 39.28% |
| Ten Years | 84.07% |
| YTD | 4.97% |
| Since Inception | 2045.00% |
Yearly Returns
| 2024 | 4.97% |
|---|---|
| 2023 | 7.59% |
| 2022 | -6.41% |
| 2021 | 17.38% |
| 2020 | 4.96% |
| 2019 | 18.93% |
| 2018 | -5.11% |
| 2017 | 13.38% |
| 2016 | 10.57% |
| 2015 | -1.47% |
Risk against SP-DA
| Alpha | -6.30% |
|---|---|
| Beta | 0.55 |
| Correlation | 78.86% |
| Downside Deviation | 1.98% |
| Coefficient of determination | 62.19% |
| Standard Deviation | 2.24% |
| Sharpe Ratio | -2.17 |
| Sortino | -8.52 |
| Treynor | 11.86 |
| Ulcer Index | 2.65 |
| Ulcer Performance Index | -6.36 |