AFMFX
American Funds American Mutual-F3
$52.98
0.53 (1.01%)
Currency in USD / Last Updated: 4/23/2024
Category | Large Cap Value |
---|---|
Market Cap | 95294.595M |
52 Week High | 54.35 |
52 Week Low | 44.834 |
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Key Data
Symbol | AFMFX |
---|---|
Type | Mutual Fund |
Category | Large Cap Value |
Price | 52.98 |
Price Yesterday | 52.45 |
Market Cap | 95,294.60 |
YTD Return | 4.46% |
Expense Details
Deferred | 0 |
---|---|
12b-1 | 0 |
Front Load | 0 |
Initial Purchase Amount | 1000000 |
Redeption Fee | 0 |
Prospectus | 0.0027 |
Overview
52 Week High | 54.35 |
---|---|
52 Week Low | 44.83 |
Market Cap | 95,294.60M |
Shares Outstanding | 1,798.69M |
Income Dividend Yield | 1.93% |
Long Term Dividend Yield | 1.99% |
Short Term Dividend Yield | 0.00% |
52 Week Yield (All) | 3.92% |
Returns Annualized
One Day | 1,163.12% |
---|---|
Five Days | 139.66% |
One Months | -16.10% |
Three Months | 15.43% |
Six Months | 35.94% |
Nine Months | 10.60% |
One Year | 11.70% |
Three Years | 7.28% |
Five Years | 9.74% |
Ten Years | -999 |
YTD | 15.16% |
Since Inception | 10.14% |
Returns Total
One Day | 1.01% |
---|---|
Five Days | 1.75% |
One Month | -1.45% |
Three Months | 3.65% |
Six Months | 16.43% |
Nine Months | 7.88% |
One Year | 11.69% |
Three Years | 23.36% |
Five Years | 59.01% |
Ten Years | -999 |
YTD | 4.46% |
Since Inception | 100.78% |
Yearly Returns
2024 | 4.46% |
---|---|
2023 | 9.73% |
2022 | -4.19% |
2021 | 25.35% |
2020 | 5.07% |
2019 | 22.10% |
2018 | -1.77% |
2017 | 15.72% |
2016 | 0.00% |
2015 | 0.00% |
Risk against SP-DA
Alpha | -7.22% |
---|---|
Beta | 0.7 |
Correlation | 91.39% |
Downside Deviation | 2.37% |
Coefficient of determination | 83.52% |
Standard Deviation | 2.64% |
Sharpe Ratio | -1.41 |
Sortino | -5.46 |
Treynor | 8.98 |
Ulcer Index | 2.85 |
Ulcer Performance Index | -4.52 |