AMRFX
American Funds American Mutual-F2
$54.71
-0.07 (-0.13%)
Currency in USD / Last Updated: 7/9/2024
| Category | Large Cap Value |
|---|---|
| Market Cap | 98125.119M |
| 52 Week High | 54.78 |
| 52 Week Low | 44.654 |
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Key Data
| Symbol | AMRFX |
|---|---|
| Type | Mutual Fund |
| Category | Large Cap Value |
| Price | 54.71 |
| Price Yesterday | 54.78 |
| Market Cap | 98,125.12 |
| YTD Return | 8.34% |
Expense Details
| Deferred | 0 |
|---|---|
| 12b-1 | 0 |
| Front Load | 0 |
| Initial Purchase Amount | 250 |
| Redeption Fee | 0 |
| Prospectus | 0.0038 |
Overview
| 52 Week High | 54.78 |
|---|---|
| 52 Week Low | 44.65 |
| Market Cap | 98,125.12M |
| Shares Outstanding | 1,793.55M |
| Income Dividend Yield | 1.78% |
| Long Term Dividend Yield | 1.93% |
| Short Term Dividend Yield | 0.00% |
| 52 Week Yield (All) | 3.71% |
Returns Annualized
| One Day | -27.57% |
|---|---|
| Five Days | 46.15% |
| One Months | 20.61% |
| Three Months | 9.07% |
| Six Months | 17.23% |
| Nine Months | 25.58% |
| One Year | 16.15% |
| Three Years | 7.48% |
| Five Years | 9.99% |
| Ten Years | 9.54% |
| YTD | 16.81% |
| Since Inception | 9.78% |
Returns Total
| One Day | -0.13% |
|---|---|
| Five Days | 0.76% |
| One Month | 1.50% |
| Three Months | 2.16% |
| Six Months | 8.13% |
| Nine Months | 18.40% |
| One Year | 16.14% |
| Three Years | 24.03% |
| Five Years | 60.76% |
| Ten Years | 148.16% |
| YTD | 8.34% |
| Since Inception | 340.64% |
Yearly Returns
| 2024 | 8.34% |
|---|---|
| 2023 | 9.61% |
| 2022 | -4.30% |
| 2021 | 25.20% |
| 2020 | 4.98% |
| 2019 | 21.97% |
| 2018 | -1.88% |
| 2017 | 17.87% |
| 2016 | 14.38% |
| 2015 | -2.66% |
Risk against SP-DA
| Alpha | -5.65% |
|---|---|
| Beta | 0.7 |
| Correlation | 90.46% |
| Downside Deviation | 2.47% |
| Coefficient of determination | 81.83% |
| Standard Deviation | 2.50% |
| Sharpe Ratio | -1.45 |
| Sortino | -5.08 |
| Treynor | 15.31 |
| Ulcer Index | 2.84 |
| Ulcer Performance Index | -4.43 |