RMFEX
American Funds American Mutual-R4
$54.50
-0.07 (-0.13%)
Currency in USD / Last Updated: 7/9/2024
| Category | Large Cap Value |
|---|---|
| Market Cap | 98126.16M |
| 52 Week High | 54.57 |
| 52 Week Low | 44.562 |
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Key Data
| Symbol | RMFEX |
|---|---|
| Type | Mutual Fund |
| Category | Large Cap Value |
| Price | 54.5 |
| Price Yesterday | 54.57 |
| Market Cap | 98,126.16 |
| YTD Return | 8.20% |
Expense Details
| Deferred | 0 |
|---|---|
| 12b-1 | 0.0025 |
| Front Load | 0 |
| Initial Purchase Amount | 250 |
| Redeption Fee | 0 |
| Prospectus | 0.0062 |
Overview
| 52 Week High | 54.57 |
|---|---|
| 52 Week Low | 44.56 |
| Market Cap | 98,126.16M |
| Shares Outstanding | 1,800.48M |
| Income Dividend Yield | 1.56% |
| Long Term Dividend Yield | 1.94% |
| Short Term Dividend Yield | 0.00% |
| 52 Week Yield (All) | 3.50% |
Returns Annualized
| One Day | -27.66% |
|---|---|
| Five Days | 46.37% |
| One Months | 20.33% |
| Three Months | 8.84% |
| Six Months | 16.97% |
| Nine Months | 25.30% |
| One Year | 15.88% |
| Three Years | 7.22% |
| Five Years | 9.73% |
| Ten Years | 9.28% |
| YTD | 16.53% |
| Since Inception | 8.24% |
Returns Total
| One Day | -0.13% |
|---|---|
| Five Days | 0.76% |
| One Month | 1.48% |
| Three Months | 2.10% |
| Six Months | 8.01% |
| Nine Months | 18.20% |
| One Year | 15.86% |
| Three Years | 23.14% |
| Five Years | 58.86% |
| Ten Years | 142.24% |
| YTD | 8.20% |
| Since Inception | 473.20% |
Yearly Returns
| 2024 | 8.20% |
|---|---|
| 2023 | 9.34% |
| 2022 | -4.52% |
| 2021 | 24.92% |
| 2020 | 4.71% |
| 2019 | 21.67% |
| 2018 | -2.11% |
| 2017 | 17.58% |
| 2016 | 14.11% |
| 2015 | -2.88% |
Risk against SP-DA
| Alpha | -5.87% |
|---|---|
| Beta | 0.7 |
| Correlation | 90.35% |
| Downside Deviation | 2.49% |
| Coefficient of determination | 81.64% |
| Standard Deviation | 2.50% |
| Sharpe Ratio | -1.48 |
| Sortino | -5.16 |
| Treynor | 14.97 |
| Ulcer Index | 2.86 |
| Ulcer Performance Index | -4.48 |