AMRMX
American Funds American Mutual-A
$54.74
-0.07 (-0.13%)
Currency in USD / Last Updated: 7/9/2024
| Category | Large Cap Value |
|---|---|
| Market Cap | 98124.737M |
| 52 Week High | 54.81 |
| 52 Week Low | 44.742 |
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Key Data
| Symbol | AMRMX |
|---|---|
| Type | Mutual Fund |
| Category | Large Cap Value |
| Price | 54.74 |
| Price Yesterday | 54.81 |
| Market Cap | 98,124.74 |
| YTD Return | 8.20% |
Expense Details
| Deferred | 0 |
|---|---|
| 12b-1 | 0.0025 |
| Front Load | 0.0575 |
| Initial Purchase Amount | 250 |
| Redeption Fee | 0 |
| Prospectus | 0.0059 |
Overview
| 52 Week High | 54.81 |
|---|---|
| 52 Week Low | 44.74 |
| Market Cap | 98,124.74M |
| Shares Outstanding | 1,792.56M |
| Income Dividend Yield | 1.58% |
| Long Term Dividend Yield | 1.93% |
| Short Term Dividend Yield | 0.00% |
| 52 Week Yield (All) | 3.51% |
Returns Annualized
| One Day | -27.56% |
|---|---|
| Five Days | 46.12% |
| One Months | 20.38% |
| Three Months | 8.84% |
| Six Months | 16.97% |
| Nine Months | 25.34% |
| One Year | 15.90% |
| Three Years | 7.26% |
| Five Years | 9.76% |
| Ten Years | 9.33% |
| YTD | 16.53% |
| Since Inception | 9.80% |
Returns Total
| One Day | -0.13% |
|---|---|
| Five Days | 0.75% |
| One Month | 1.48% |
| Three Months | 2.10% |
| Six Months | 8.01% |
| Nine Months | 18.23% |
| One Year | 15.89% |
| Three Years | 23.26% |
| Five Years | 59.11% |
| Ten Years | 143.43% |
| YTD | 8.20% |
| Since Inception | 2740.69% |
Yearly Returns
| 2024 | 8.20% |
|---|---|
| 2023 | 9.40% |
| 2022 | -4.49% |
| 2021 | 24.95% |
| 2020 | 4.74% |
| 2019 | 21.73% |
| 2018 | -2.04% |
| 2017 | 17.67% |
| 2016 | 14.16% |
| 2015 | -2.83% |
Risk against SP-DA
| Alpha | -5.88% |
|---|---|
| Beta | 0.7 |
| Correlation | 90.26% |
| Downside Deviation | 2.49% |
| Coefficient of determination | 81.48% |
| Standard Deviation | 2.51% |
| Sharpe Ratio | -1.48 |
| Sortino | -5.15 |
| Treynor | 14.97 |
| Ulcer Index | 2.86 |
| Ulcer Performance Index | -4.47 |