American Funds American Mutual Fund Class F-3 (AFMFX)
The American Mutual Fund (AFMFX) is an actively managed mutual fund managed by American Funds. It follows a conservative growth and income investment strategy aiming to provide investors with some level of capital appreciation while also generating income through dividends.
AFMFX typically invests in well-established companies with solid balance sheets and a history of consistently paying dividends to achieve its goals. These companies may be less volatile and more resilient to market downturns, which can help provide some downside protection for the fund. The fund may also invest in a variety of sectors and industries, with the goal of diversifying its portfolio and mitigating risk.
Fund Info
| ISIN | US0276817741 |
|---|---|
| CUSIP | 027681774 |
| Issuer | American Funds |
| Inception Date | Feb 21, 1950 |
| Category | Large Cap Value Equities |
| Expense Ratio | 0.27% |
| Minimum Investment | $250 |
| ETF Home Page | www.capitalgroup.com |
| Asset Class | Equity |
Asset Class Size | Large-Cap |
Asset Class Style | Value |
Trading Data
| Previous Close | $49.27 |
|---|---|
| Year Range | $43.50 - $51.28 |
| EMA (50) | $48.63 |
| EMA (200) | $48.31 |
AFMFXShare Price Chart
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AFMFXPerformance
The chart shows the growth of $10,000 invested in American Funds American Mutual Fund Class F-3 in Jan 2017 and compares it to the S&P 500 index or another benchmark. It would be worth nearly $17,824 for a total return of roughly 78.24%. All prices are adjusted for splits and dividends.
AFMFXCompare to other instruments
AFMFXReturns in periods
| Period | Return | Benchmark |
|---|---|---|
| YTD | 1.80% | 6.02% |
| 1M | 1.59% | 6.30% |
| 6M | 2.71% | -0.05% |
| 1Y | 1.62% | -6.42% |
| 5Y | 7.72% | 7.22% |
| 10Y | 10.13% | 10.04% |
AFMFXMonthly Returns Heatmap
| Jan | Feb | Mar | Apr | May | Jun | Jul | Aug | Sep | Oct | Nov | Dec | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
| 2022 | -1.88% | -1.36% | 3.43% | -4.54% | 1.98% | -5.84% | 3.94% | -2.59% | -7.31% | 8.63% | 5.80% | -3.20% |
| 2021 | -0.76% | 2.17% | 6.44% | 3.43% | 1.88% | -0.15% | 1.38% | 1.75% | -3.32% | 6.13% | -1.89% | 6.37% |
| 2020 | -1.10% | -7.69% | -10.39% | 9.14% | 3.27% | 0.31% | 3.63% | 3.72% | -2.45% | -3.07% | 9.57% | 2.00% |
| 2019 | 4.80% | 2.77% | 1.24% | 2.16% | -3.97% | 5.17% | 0.60% | -0.02% | 2.00% | 0.52% | 2.71% | 2.47% |
| 2018 | 4.24% | -3.83% | -2.32% | 0.65% | 1.35% | 0.76% | 3.42% | 1.69% | 0.78% | -4.39% | 3.47% | -6.97% |
| 2017 | -0.51% | 3.37% | -0.24% | 0.31% | 1.25% | 0.61% | 1.80% | 0.20% | 2.92% | 0.81% | 3.17% | 1.09% |
AFMFXDividend History
American Funds American Mutual Fund Class F-3 granted a 5.11% dividend yield in the last twelve months. The annual payout for that period amounted to $2.52 per share.
| Period | TTM | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 |
|---|---|---|---|---|---|---|---|
| Dividend | $2.52 | $2.52 | $2.64 | $0.99 | $2.20 | $2.59 | $2.60 |
Dividend yield | 5.11% | 5.20% | 5.22% | 2.46% | 5.73% | 8.25% | 8.12% |
AFMFXMonthly Dividends
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.
| Jan | Feb | Mar | Apr | May | Jun | Jul | Aug | Sep | Oct | Nov | Dec | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
| 2022 | $0.00 | $0.00 | $0.24 | $0.00 | $0.00 | $0.24 | $0.00 | $0.00 | $0.25 | $0.00 | $0.00 | $1.78 |
| 2021 | $0.00 | $0.00 | $0.24 | $0.00 | $0.00 | $0.24 | $0.00 | $0.00 | $0.25 | $0.00 | $0.00 | $1.91 |
| 2020 | $0.00 | $0.00 | $0.24 | $0.00 | $0.00 | $0.24 | $0.00 | $0.00 | $0.24 | $0.00 | $0.00 | $0.28 |
| 2019 | $0.00 | $0.00 | $0.23 | $0.00 | $0.00 | $0.23 | $0.00 | $0.00 | $0.24 | $0.00 | $0.00 | $1.50 |
| 2018 | $0.00 | $0.00 | $0.22 | $0.00 | $0.00 | $0.22 | $0.00 | $0.00 | $0.22 | $0.00 | $0.00 | $1.93 |
| 2017 | $0.22 | $0.00 | $0.00 | $0.22 | $0.00 | $0.00 | $0.22 | $0.00 | $0.00 | $1.94 |
AFMFXDrawdowns Chart
The Drawdowns chart displays portfolio losses from any high point along the way.
AFMFXWorst Drawdowns
The table below shows the maximum drawdowns of the American Funds American Mutual Fund Class F-3. A maximum drawdown is an indicator of risk. It shows a reduction in portfolio value from its maximum due to a series of losing trades.
The maximum drawdown since January 2010 for the American Funds American Mutual Fund Class F-3 is 29.79%, recorded on Mar 23, 2020. It took 163 trading sessions for the portfolio to recover.
Depth | Start | To Bottom | Bottom | To Recover | End | Total |
|---|---|---|---|---|---|---|
| -29.79% | Feb 13, 2020 | 27 | Mar 23, 2020 | 163 | Nov 11, 2020 | 190 |
| -15.16% | Mar 30, 2022 | 128 | Sep 30, 2022 | — | — | — |
| -13.17% | Sep 24, 2018 | 64 | Dec 24, 2018 | 66 | Apr 1, 2019 | 130 |
| -9.73% | Jan 29, 2018 | 39 | Mar 23, 2018 | 110 | Aug 29, 2018 | 149 |
| -6.11% | Jan 5, 2022 | 34 | Feb 23, 2022 | 22 | Mar 25, 2022 | 56 |
| -4.12% | Jul 30, 2019 | 5 | Aug 5, 2019 | 22 | Sep 5, 2019 | 27 |
| -3.97% | May 1, 2019 | 22 | May 31, 2019 | 12 | Jun 18, 2019 | 34 |
| -3.83% | Sep 3, 2021 | 19 | Sep 30, 2021 | 11 | Oct 15, 2021 | 30 |
| -3.72% | Nov 26, 2021 | 4 | Dec 1, 2021 | 4 | Dec 7, 2021 | 8 |
| -3.28% | Jan 21, 2021 | 7 | Jan 29, 2021 | 6 | Feb 8, 2021 | 13 |
AFMFXVolatility Chart
Current American Funds American Mutual Fund Class F-3 volatility is 12.82%. The chart below shows the rolling 10-day volatility. Volatility is a statistical measure showing how big price swings are in either direction. The higher asset volatility, the riskier it is, because the price movements are less predictable.