AMEFX
American Funds Inc Fd of America-F2
$23.76
0.02 (0.08%)
Currency in USD / Last Updated: 4/24/2024
Category | Balanced Aggressive |
---|---|
Market Cap | 121061.003M |
52 Week High | 24.24 |
52 Week Low | 20.73 |
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Key Data
Symbol | AMEFX |
---|---|
Type | Mutual Fund |
Category | Balanced Aggressive |
Price | 23.76 |
Price Yesterday | 23.74 |
Market Cap | 121,061.00 |
YTD Return | 2.31% |
Expense Details
Deferred | 0 |
---|---|
12b-1 | 0 |
Front Load | 0 |
Initial Purchase Amount | 250 |
Redeption Fee | 0 |
Prospectus | 0.0037 |
Overview
52 Week High | 24.24 |
---|---|
52 Week Low | 20.73 |
Market Cap | 121,061.00M |
Shares Outstanding | 5,095.16M |
Income Dividend Yield | 3.06% |
Long Term Dividend Yield | 0.74% |
Short Term Dividend Yield | 0.00% |
52 Week Yield (All) | 3.80% |
Returns Annualized
One Day | 23.67% |
---|---|
Five Days | 151.28% |
One Months | -11.73% |
Three Months | 14.20% |
Six Months | 27.29% |
Nine Months | 7.62% |
One Year | 7.51% |
Three Years | 3.77% |
Five Years | 6.82% |
Ten Years | 6.56% |
YTD | 7.57% |
Since Inception | 7.40% |
Returns Total
One Day | 0.08% |
---|---|
Five Days | 1.84% |
One Month | -1.08% |
Three Months | 3.37% |
Six Months | 12.70% |
Nine Months | 5.68% |
One Year | 7.51% |
Three Years | 11.70% |
Five Years | 39.01% |
Ten Years | 88.59% |
YTD | 2.31% |
Since Inception | 206.38% |
Yearly Returns
2024 | 2.31% |
---|---|
2023 | 7.78% |
2022 | -6.23% |
2021 | 17.64% |
2020 | 5.15% |
2019 | 19.16% |
2018 | -4.95% |
2017 | 13.56% |
2016 | 10.79% |
2015 | -1.35% |
Risk against SP-DA
Alpha | -8.65% |
---|---|
Beta | 0.56 |
Correlation | 84.22% |
Downside Deviation | 2.05% |
Coefficient of determination | 70.94% |
Standard Deviation | 2.29% |
Sharpe Ratio | -2.14 |
Sortino | -8.31 |
Treynor | 3.79 |
Ulcer Index | 2.67 |
Ulcer Performance Index | -6.37 |