AMFFX: AMERICAN MUTUAL FUND CLASS F-1 (MUTUAL FUND)
Basic Info 53.29 0.06(0.11%) May 08
Asset Class: | LARGE VALUE |
MyPlanIQ Rating: | (51%) |
Start Date: | 03/15/2001 |
Last Dividend Date: | 03/13/2024 |
12-Mo. Yield | 3.87% |
Expenses | 0.38% |
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Performance Analytics (As of 05/08/2024)
Not up-to-date? TryLast 1 Week* | YTD*(2024) | 1 Yr | 3 Yr | 5 Yr | 10 Yr | 15 Yr | 20 Yr | Since 04/04/2001 |
2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | 2013 | 2012 | 2011 | 2010 | 2009 | 2008 | 2007 | 2006 | 2005 | 2004 | 2003 | 2002 | 2001 | |
---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
Annualized Return(%) | 2.5 | 5.5 | 13.5 | 6.6 | 9.9 | 9.5 | 11.6 | 8.6 | 8.2 | 9.4 | -4.5 | 24.9 | 4.7 | 21.7 | -2.2 | 17.6 | 14.1 | -3.0 | 12.7 | 27.9 | 12.2 | 4.8 | 12.2 | 25.4 | -30.0 | 3.2 | 16.2 | 5.0 | 10.6 | 23.1 | -12.3 | 7.1 |
Sharpe Ratio | NA | 1.11 | 1.01 | 0.33 | 0.46 | 0.57 | NA | NA | 0.46 | 0.5 | -0.35 | 2.31 | 0.15 | 2.21 | -0.27 | 3.11 | 1.24 | -0.22 | 1.1 | 2.86 | 1.22 | 0.25 | 0.83 | 1.22 | -0.98 | 0.02 | 1.59 | 0.34 | 1.14 | 1.79 | -0.69 | 0.54 |
Draw Down(%) | NA | 4.5 | 9.0 | 15.3 | 29.8 | 29.8 | NA | NA | 48.7 | 9.0 | 15.3 | 3.9 | 29.8 | 4.1 | 13.3 | 2.3 | 7.3 | 12.4 | 6.7 | 5.7 | 6.4 | 15.2 | 12.1 | 23.4 | 39.6 | 10.6 | 5.6 | 5.7 | 5.0 | 12.7 | 26.8 | 12.6 |
Standard Deviation(%) | NA | 8.5 | 9.1 | 12.8 | 16.9 | 14.4 | NA | NA | 15.2 | 10.2 | 17.1 | 10.8 | 28.8 | 9.2 | 13.3 | 5.5 | 11.2 | 13.9 | 11.5 | 9.7 | 10.1 | 18.6 | 14.5 | 20.8 | 31.4 | 13.9 | 8.2 | 8.3 | 8.5 | 12.5 | 19.4 | 13.0 |
Treynor Ratio | NA | 0.11 | 0.11 | 0.05 | 0.09 | 0.1 | NA | NA | 0.09 | 0.06 | -0.07 | 0.31 | 0.06 | 0.26 | -0.04 | 0.24 | 0.17 | -0.03 | 0.13 | 0.33 | 0.16 | 0.06 | 0.16 | 0.4 | -0.43 | 0.0 | 0.16 | 0.04 | 0.12 | 0.31 | -0.19 | 0.11 |
Alpha | NA | -0.01 | -0.01 | 0.0 | 0.0 | 0.0 | NA | NA | 0.01 | 0.0 | -0.01 | 0.01 | 0.01 | 0.01 | 0.01 | 0.02 | 0.0 | -0.01 | 0.0 | 0.0 | 0.0 | 0.01 | 0.0 | 0.04 | -0.02 | 0.01 | -0.01 | 0.0 | -0.01 | 0.0 | 0.01 | 0.05 |
Beta | NA | 0.87 | 0.86 | 0.87 | 0.82 | 0.83 | NA | NA | 0.75 | 0.83 | 0.9 | 0.8 | 0.8 | 0.77 | 0.83 | 0.71 | 0.82 | 0.89 | 0.94 | 0.85 | 0.77 | 0.77 | 0.78 | 0.64 | 0.71 | 0.81 | 0.83 | 0.77 | 0.79 | 0.72 | 0.69 | 0.62 |
RSquared | NA | 0.91 | 0.92 | 0.96 | 0.96 | 0.95 | NA | NA | 0.95 | 0.94 | 0.98 | 0.91 | 0.97 | 0.93 | 0.97 | 0.83 | 0.95 | 0.98 | 0.79 | 0.94 | 0.95 | 0.98 | 0.97 | 0.94 | 0.97 | 0.98 | 0.94 | 0.95 | 0.96 | 0.97 | 0.97 | 0.94 |
Yield(%) | N/A | 0.4 | 3.9 | 4.4 | 4.7 | 5.8 | 8.4 | 6.4 | N/A | 3.9 | 4.4 | 5.6 | 1.9 | 5.5 | 6.0 | 6.6 | 5.3 | 5.9 | 5.8 | 4.7 | 2.5 | 2.6 | 2.7 | 3.4 | 2.9 | 6.6 | 4.8 | 5.8 | 1.9 | 2.9 | 3.3 | 5.6 |
Dividend Growth(%) | N/A | -88.9 | -19.3 | 24.9 | -11.9 | 105.0 | N/A | N/A | N/A | -18.9 | -5.3 | 192.9 | -58.8 | -16.7 | 0.0 | 39.2 | -19.6 | 10.1 | 46.3 | 106.1 | 1.5 | 3.2 | -6.0 | -17.3 | -57.6 | 49.2 | -15.8 | 223.4 | -21.7 | -25.0 | -39.8 | N/A |
*: NOT annualized;YTD: Year to Date
**Inception: starting from 04/04/2001
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