RMFBX
American Funds American Mutual-R2
$53.91
-0.07 (-0.13%)
Currency in USD / Last Updated: 7/9/2024
| Category | Large Cap Value |
|---|---|
| Market Cap | 98111.348M |
| 52 Week High | 53.98 |
| 52 Week Low | 44.307 |
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Key Data
| Symbol | RMFBX |
|---|---|
| Type | Mutual Fund |
| Category | Large Cap Value |
| Price | 53.91 |
| Price Yesterday | 53.98 |
| Market Cap | 98,111.35 |
| YTD Return | 7.79% |
Expense Details
| Deferred | 0 |
|---|---|
| 12b-1 | 0.0075 |
| Front Load | 0 |
| Initial Purchase Amount | 250 |
| Redeption Fee | 0 |
| Prospectus | 0.0135 |
Overview
| 52 Week High | 53.98 |
|---|---|
| 52 Week Low | 44.31 |
| Market Cap | 98,111.35M |
| Shares Outstanding | 1,819.91M |
| Income Dividend Yield | 0.89% |
| Long Term Dividend Yield | 1.96% |
| Short Term Dividend Yield | 0.00% |
| 52 Week Yield (All) | 2.85% |
Returns Annualized
| One Day | -27.91% |
|---|---|
| Five Days | 44.24% |
| One Months | 19.33% |
| Three Months | 7.99% |
| Six Months | 16.10% |
| Nine Months | 24.37% |
| One Year | 15.02% |
| Three Years | 6.43% |
| Five Years | 8.91% |
| Ten Years | 8.47% |
| YTD | 15.66% |
| Since Inception | 7.32% |
Returns Total
| One Day | -0.13% |
|---|---|
| Five Days | 0.73% |
| One Month | 1.41% |
| Three Months | 1.91% |
| Six Months | 7.62% |
| Nine Months | 17.55% |
| One Year | 15.01% |
| Three Years | 20.45% |
| Five Years | 53.07% |
| Ten Years | 124.92% |
| YTD | 7.79% |
| Since Inception | 375.27% |
Yearly Returns
| 2024 | 7.79% |
|---|---|
| 2023 | 8.56% |
| 2022 | -5.24% |
| 2021 | 23.97% |
| 2020 | 3.96% |
| 2019 | 20.76% |
| 2018 | -2.84% |
| 2017 | 16.73% |
| 2016 | 13.26% |
| 2015 | -3.62% |
Risk against SP-DA
| Alpha | -6.66% |
|---|---|
| Beta | 0.7 |
| Correlation | 89.85% |
| Downside Deviation | 2.52% |
| Coefficient of determination | 80.73% |
| Standard Deviation | 2.50% |
| Sharpe Ratio | -1.58 |
| Sortino | -5.42 |
| Treynor | 13.8 |
| Ulcer Index | 2.94 |
| Ulcer Performance Index | -4.66 |