PortfoliosLab logo
Tools
Performance Analysis
Risk Analysis
Optimization
Factor Model
See All Tools
Portfolio Analysis
Portfolios
Lazy PortfoliosUser Portfolios
Discussions

Here you can find all mutual funds issued by American Funds and compare their essential indicators like expense ratio or rate of return to see which one suits your portfolio best.

Click on any fund in the list to see complete information, including risk and performance analysis.


Issuer: American Funds
SymbolFull NameCategoryInceptionExpense RatioYTD Return10Y Return (Annualized)Dividend YieldMax. DrawdownSharpe RatioSortino RatioOmega RatioMartin RatioCalmar RatioUlcer Index
AIVGX
American Funds International Vantage FundForeign Large Cap EquitiesMar 31, 20110.59%
0.73%
1.51%
American Funds Investment Company of America Class...Large Cap Blend EquitiesJan 1, 19340.57%
7.07%
11.39%
4.65%
American Funds American Balanced Fund® Class F-2Diversified PortfolioAug 5, 20080.35%
2.99%
8.09%
2.53%
American Funds AMCAP Fund Class ALarge Cap Growth EquitiesJan 5, 19670.65%
6.64%
10.68%
3.06%
American Funds The Income Fund of America Class ADiversified Portfolio, Dividend, Actively ManagedDec 1, 19730.56%
0.24%
6.18%
3.67%
American High-Income Municipal Bond FundHigh Yield MuniSep 25, 19940.63%
0.22%
3.71%
3.55%
American Funds AMCAP Fund Class CLarge Cap Growth EquitiesMay 1, 19671.40%
6.40%
9.83%
3.12%
American Funds American Mutual Fund Class ALarge Cap Blend EquitiesFeb 21, 19500.58%
2.57%
9.26%
3.68%
American Funds U.S. Government Securities FundGovernment BondsOct 16, 19850.61%
-3.78%
0.73%
4.04%
American Funds Strategic Bond FundIntermediate Core-Plus BondMar 18, 20160.71%
-4.21%
3.17%
American Funds Fundamental Investors Class ALarge Cap Blend EquitiesJan 8, 19780.59%
7.84%
11.68%
5.39%
American Funds The New Economy FundGlobal EquitiesNov 30, 19830.75%
7.02%
10.60%
3.70%
American Funds New Perspective Fund Class ALarge Cap Growth Equities, Global EquitiesMar 13, 19730.72%
4.51%
10.46%
5.13%
American Funds Short-Term Bond Fund of AmericaShort-Term BondOct 2, 20060.66%
-0.11%
0.87%
3.55%
American Funds Short-Term Tax Exempt Bond FundMunicipal BondsAug 6, 20090.53%
-0.41%
0.87%
2.24%
American Funds Washington Mutual Investors Fund Cl...Large Cap Blend EquitiesJul 31, 19520.58%
4.74%
10.62%
5.88%
American Funds American Balanced Fund Class CDiversified PortfolioJul 26, 19751.31%
2.70%
6.99%
1.64%
American Funds American Balanced FundDiversified PortfolioMar 15, 20010.62%
2.89%
7.78%
2.28%
American Funds Corporate Bond FundCorporate BondsDec 14, 20120.70%
-3.66%
3.71%
American Funds The Bond Fund of America Class F-3Intermediate Core BondMay 28, 19740.20%
-3.46%
4.38%

21–40 of 91

Risk vs. Return Scatterplot

The Risk vs. Return Scatterplot allows you to quickly compare funds, stocks, and ETFs in one view. It displays the yearly return of an instrument on one axis and the risk (volatility) on the other.

0%Annualized Volatility0%Annualized Return

Loading data...