AMRFX
American Funds American Mutual-F2
$54.23
0.72 (1.35%)
Currency in USD / Last Updated: 3/27/2024
Category | Large Cap Value |
---|---|
Market Cap | 97124.845M |
52 Week High | 54.23 |
52 Week Low | 44.858 |
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Key Data
Symbol | AMRFX |
---|---|
Type | Mutual Fund |
Category | Large Cap Value |
Price | 54.23 |
Price Yesterday | 53.51 |
Market Cap | 97,124.85 |
YTD Return | 6.90% |
Expense Details
Deferred | 0 |
---|---|
12b-1 | 0 |
Front Load | 0 |
Initial Purchase Amount | 250 |
Redeption Fee | 0 |
Prospectus | 0.0038 |
Overview
52 Week High | 54.23 |
---|---|
52 Week Low | 44.86 |
Market Cap | 97,124.85M |
Shares Outstanding | 1,790.98M |
Income Dividend Yield | 1.78% |
Long Term Dividend Yield | 1.95% |
Short Term Dividend Yield | 0.00% |
52 Week Yield (All) | 3.73% |
Returns Annualized
One Day | 2,812.28% |
---|---|
Five Days | 50.83% |
One Months | 45.54% |
Three Months | 31.08% |
Six Months | 36.57% |
Nine Months | 19.68% |
One Year | 19.37% |
Three Years | 8.91% |
Five Years | 10.70% |
Ten Years | 10.02% |
YTD | 32.38% |
Since Inception | 9.87% |
Returns Total
One Day | 1.35% |
---|---|
Five Days | 0.82% |
One Month | 3.17% |
Three Months | 6.88% |
Six Months | 16.70% |
Nine Months | 14.41% |
One Year | 19.34% |
Three Years | 29.09% |
Five Years | 66.09% |
Ten Years | 159.21% |
YTD | 6.90% |
Since Inception | 334.78% |
Yearly Returns
2024 | 6.90% |
---|---|
2023 | 9.61% |
2022 | -4.29% |
2021 | 25.20% |
2020 | 4.98% |
2019 | 21.98% |
2018 | -1.88% |
2017 | 17.87% |
2016 | 14.38% |
2015 | -2.66% |
Risk against SP-DA
Alpha | -6.36% |
---|---|
Beta | 0.71 |
Correlation | 92.38% |
Downside Deviation | 2.40% |
Coefficient of determination | 85.34% |
Standard Deviation | 2.58% |
Sharpe Ratio | -1.65 |
Sortino | -6.13 |
Treynor | 19.87 |
Ulcer Index | 2.77 |
Ulcer Performance Index | -5.32 |