American Funds American Mutual Fund Class F-3 (AFMFX)

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The chart shows the growth of an initial investment of $10,000 in American Funds American Mutual Fund Class F-3, comparing it to the performance of the S&P 500 index or another benchmark. All prices have been adjusted for splits and dividends.

American Funds American Mutual Fund Class F-3 (AFMFX) has returned -3.07% so far this year and 10.11% over the past 12 months.

Based on dividend-adjusted daily data since Mar 17, 2017, AFMFX's average daily return is +0.04%, while the average monthly return is +0.86%. At this rate, your investment would double in approximately 6.7 years.

Historically, 67% of months were positive and 33% were negative. The best month was Nov 2020 with a return of +9.6%, while the worst month was Mar 2020 at -10.4%. The longest winning streak lasted 10 consecutive months, and the longest losing streak was 3 months.

On a daily basis, AFMFX closed higher 55% of trading days. The best single day was Mar 13, 2020 with a return of +7.5%, while the worst single day was Mar 16, 2020 at -9.7%.

American Funds American Mutual Fund Class F-3 has an annualized alpha of 1.30%, beta of 0.74, and R² of 0.90 versus S&P 500 Index. Calculated based on daily prices since March 20, 2017.

• This fund participated in 78.08% of S&P 500 Index downside but only 75.54% of its upside — more exposed to losses than it benefited from rallies.

AFMFX has an expense ratio of 0.27%, which is considered low.

AFMFX ranks 35 for risk / return — below 35% of mutual funds on our site. The returns aren't fully compensating for the risk involved. This isn't necessarily a dealbreaker, but factor it into your decision — especially if you're risk-averse.

The table below present risk-adjusted performance metrics for American Funds American Mutual Fund Class F-3 (AFMFX) and compare them to a chosen benchmark (S&P 500 Index).

American Funds American Mutual Fund Class F-3 provided a 8.15% dividend yield over the last twelve months, with an annual payout of $4.67 per share. The fund has been increasing its distributions for 2 consecutive years.

The table displays the monthly dividend distributions for American Funds American Mutual Fund Class F-3. The dividends shown in the table have been adjusted to account for any splits that may have occurred.

The Drawdowns chart displays portfolio losses from any high point along the way. Drawdowns are calculated considering price movements and all distributions paid, if any.

The table below displays the maximum drawdowns of the American Funds American Mutual Fund Class F-3. A maximum drawdown is a measure of risk, indicating the largest reduction in portfolio value due to a series of losing trades.

The maximum drawdown for the American Funds American Mutual Fund Class F-3 was 29.79%, occurring on Mar 23, 2020. Recovery took 163 trading sessions.

The current American Funds American Mutual Fund Class F-3 drawdown is 7.90%.

The chart below shows the rolling one-month volatility.