RMFAX
American Funds American Mutual-R1
$54.02
-0.06 (-0.11%)
Currency in USD / Last Updated: 7/9/2024
| Category | Large Cap Value |
|---|---|
| Market Cap | 98111.125M |
| 52 Week High | 54.09 |
| 52 Week Low | 44.391 |
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Key Data
| Symbol | RMFAX |
|---|---|
| Type | Mutual Fund |
| Category | Large Cap Value |
| Price | 54.02 |
| Price Yesterday | 54.08 |
| Market Cap | 98,111.13 |
| YTD Return | 7.78% |
Expense Details
| Deferred | 0 |
|---|---|
| 12b-1 | 0.0099 |
| Front Load | 0 |
| Initial Purchase Amount | 250 |
| Redeption Fee | 0 |
| Prospectus | 0.0136 |
Overview
| 52 Week High | 54.09 |
|---|---|
| 52 Week Low | 44.39 |
| Market Cap | 98,111.13M |
| Shares Outstanding | 1,816.20M |
| Income Dividend Yield | 0.88% |
| Long Term Dividend Yield | 1.95% |
| Short Term Dividend Yield | 0.00% |
| 52 Week Yield (All) | 2.83% |
Returns Annualized
| One Day | -24.42% |
|---|---|
| Five Days | 45.49% |
| One Months | 19.51% |
| Three Months | 8.05% |
| Six Months | 16.09% |
| Nine Months | 24.37% |
| One Year | 15.02% |
| Three Years | 6.43% |
| Five Years | 8.90% |
| Ten Years | 8.45% |
| YTD | 15.65% |
| Since Inception | 7.33% |
Returns Total
| One Day | -0.11% |
|---|---|
| Five Days | 0.75% |
| One Month | 1.42% |
| Three Months | 1.92% |
| Six Months | 7.61% |
| Nine Months | 17.54% |
| One Year | 15.00% |
| Three Years | 20.44% |
| Five Years | 53.00% |
| Ten Years | 124.58% |
| YTD | 7.78% |
| Since Inception | 375.61% |
Yearly Returns
| 2024 | 7.78% |
|---|---|
| 2023 | 8.55% |
| 2022 | -5.22% |
| 2021 | 23.96% |
| 2020 | 3.91% |
| 2019 | 20.75% |
| 2018 | -2.86% |
| 2017 | 16.67% |
| 2016 | 13.25% |
| 2015 | -3.64% |
Risk against SP-DA
| Alpha | -6.70% |
|---|---|
| Beta | 0.7 |
| Correlation | 89.88% |
| Downside Deviation | 2.53% |
| Coefficient of determination | 80.79% |
| Standard Deviation | 2.51% |
| Sharpe Ratio | -1.58 |
| Sortino | -5.42 |
| Treynor | 13.77 |
| Ulcer Index | 2.95 |
| Ulcer Performance Index | -4.64 |