AMEFX
American Funds Inc Fd of America-F2
$24.23
-0.05 (-0.21%)
Currency in USD / Last Updated: 7/9/2024
| Category | Balanced Aggressive |
|---|---|
| Market Cap | 121803.238M |
| 52 Week High | 24.285 |
| 52 Week Low | 20.574 |
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Key Data
| Symbol | AMEFX |
|---|---|
| Type | Mutual Fund |
| Category | Balanced Aggressive |
| Price | 24.23 |
| Price Yesterday | 24.28 |
| Market Cap | 121,803.24 |
| YTD Return | 5.13% |
Expense Details
| Deferred | 0 |
|---|---|
| 12b-1 | 0 |
| Front Load | 0 |
| Initial Purchase Amount | 250 |
| Redeption Fee | 0 |
| Prospectus | 0.0037 |
Overview
| 52 Week High | 24.29 |
|---|---|
| 52 Week Low | 20.57 |
| Market Cap | 121,803.24M |
| Shares Outstanding | 5,026.96M |
| Income Dividend Yield | 3.01% |
| Long Term Dividend Yield | 0.73% |
| Short Term Dividend Yield | 0.00% |
| 52 Week Yield (All) | 3.74% |
Returns Annualized
| One Day | -40.55% |
|---|---|
| Five Days | 48.76% |
| One Months | 15.30% |
| Three Months | 5.77% |
| Six Months | 11.78% |
| Nine Months | 20.24% |
| One Year | 12.14% |
| Three Years | 3.83% |
| Five Years | 7.09% |
| Ten Years | 6.51% |
| YTD | 10.20% |
| Since Inception | 7.49% |
Returns Total
| One Day | -0.21% |
|---|---|
| Five Days | 0.79% |
| One Month | 1.14% |
| Three Months | 1.39% |
| Six Months | 5.63% |
| Nine Months | 14.64% |
| One Year | 12.12% |
| Three Years | 11.89% |
| Five Years | 40.72% |
| Ten Years | 87.54% |
| YTD | 5.13% |
| Since Inception | 214.84% |
Yearly Returns
| 2024 | 5.13% |
|---|---|
| 2023 | 7.77% |
| 2022 | -6.22% |
| 2021 | 17.64% |
| 2020 | 5.15% |
| 2019 | 19.16% |
| 2018 | -4.95% |
| 2017 | 13.56% |
| 2016 | 10.79% |
| 2015 | -1.36% |
Risk against SP-DA
| Alpha | -6.16% |
|---|---|
| Beta | 0.55 |
| Correlation | 79.26% |
| Downside Deviation | 1.96% |
| Coefficient of determination | 62.82% |
| Standard Deviation | 2.25% |
| Sharpe Ratio | -2.13 |
| Sortino | -8.46 |
| Treynor | 12.21 |
| Ulcer Index | 2.62 |
| Ulcer Performance Index | -6.32 |