PortfoliosLab logo
American Funds American Mutual Fund Class F-3 (AFM...
Performance
Risk-Adjusted Performance
Dividends
Drawdowns
Volatility

Fund Info

ISIN

US0276817741

CUSIP

027681774

Inception Date

Feb 21, 1950

Min. Investment

$250

Asset Class

Equity

Asset Class Size

Large-Cap

Asset Class Style

Value

Expense Ratio

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


Expense ratio chart for AFMFX: current value is 0.27%, compared with the broader market range of 0.00% to 2.12%.0.50%1.00%1.50%2.00%
AFMFX: 0.27%

Share Price Chart


Loading data...

Compare to other instruments

Search for stocks, ETFs, and funds for a quick comparison or use the comparison tool for more options.


Performance

Performance Chart

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.


60.00%80.00%100.00%120.00%140.00%160.00%December2025FebruaryMarchAprilMay
77.46%
144.22%
AFMFX (American Funds American Mutual Fund Class F-3)
Benchmark (^GSPC)

Returns By Period

American Funds American Mutual Fund Class F-3 (AFMFX) returned 0.62% year-to-date (YTD) and 7.83% over the past 12 months.


AFMFX

YTD

0.62%

1M

-1.97%

6M

-4.62%

1Y

7.83%

5Y*

10.36%

10Y*

N/A

^GSPC (Benchmark)

YTD

-4.72%

1M

-0.51%

6M

-1.78%

1Y

11.67%

5Y*

14.69%

10Y*

10.26%

*Annualized

Monthly Returns

The table below presents the monthly returns of AFMFX, with color gradation from worst to best to easily spot seasonal factors. Returns are adjusted for dividends.


JanFebMarAprMayJunJulAugSepOctNovDecTotal
20254.24%1.06%-2.71%-2.12%0.29%0.62%
20240.75%3.04%3.23%-3.53%3.03%1.15%4.32%3.17%1.69%-1.23%3.52%-8.44%10.40%
20232.31%-2.77%1.32%2.00%-3.62%4.56%2.62%-2.26%-3.48%-1.59%6.72%2.48%7.96%
2022-1.88%-1.36%3.43%-4.54%1.98%-5.84%3.94%-2.59%-7.31%8.63%5.80%-5.83%-6.80%
2021-0.76%2.17%6.45%3.43%1.88%-0.15%1.38%1.75%-3.33%6.13%-1.89%3.14%21.60%
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%5.04%
20194.80%2.77%1.24%2.16%-3.97%5.17%0.60%-0.02%2.00%0.52%2.71%-0.29%18.82%
20184.24%-3.83%-2.32%0.65%1.35%0.77%3.42%1.69%0.78%-4.39%3.47%-10.84%-5.89%
2017-0.51%3.37%-0.24%0.31%1.25%0.61%1.80%0.20%2.92%0.81%3.17%-2.90%11.17%

Risk-Adjusted Performance

Risk-Adjusted Performance Rank

The current rank of AFMFX is 48, indicating average performance compared to other mutual funds on our website. Here’s a breakdown of how it compares using common performance measures.


The Risk-Adjusted Performance Rank of AFMFX is 4848
Overall Rank
The Sharpe Ratio Rank of AFMFX is 4646
Sharpe Ratio Rank
The Sortino Ratio Rank of AFMFX is 4646
Sortino Ratio Rank
The Omega Ratio Rank of AFMFX is 4848
Omega Ratio Rank
The Calmar Ratio Rank of AFMFX is 5353
Calmar Ratio Rank
The Martin Ratio Rank of AFMFX is 4545
Martin Ratio Rank
The risk-adjusted ranks indicate the investment's position relative to the market. A rank closer to 100 signifies top-performing investments, while a rank closer to 0 might suggest underperformance, based on the selected ratio. The values are calculated based on the past 12 months of returns.

Risk-Adjusted Performance Indicators

The charts below present risk-adjusted performance metrics for American Funds American Mutual Fund Class F-3 (AFMFX) and compare them to a chosen benchmark (^GSPC). These indicators evaluate an investment's returns against its associated risks.


The chart of Sharpe ratio for AFMFX, currently valued at 0.42, compared to the broader market-1.000.001.002.003.00
AFMFX: 0.42
^GSPC: 0.49
The chart of Sortino ratio for AFMFX, currently valued at 0.65, compared to the broader market-2.000.002.004.006.008.00
AFMFX: 0.65
^GSPC: 0.81
The chart of Omega ratio for AFMFX, currently valued at 1.10, compared to the broader market0.501.001.502.002.503.00
AFMFX: 1.10
^GSPC: 1.12
The chart of Calmar ratio for AFMFX, currently valued at 0.41, compared to the broader market0.002.004.006.008.0010.00
AFMFX: 0.41
^GSPC: 0.50
The chart of Martin ratio for AFMFX, currently valued at 1.35, compared to the broader market0.0010.0020.0030.0040.00
AFMFX: 1.35
^GSPC: 2.00

The current American Funds American Mutual Fund Class F-3 Sharpe ratio is 0.42. This value is calculated based on the past 1 year of trading data and takes into account price changes and dividends.

Use the chart below to compare the Sharpe ratio of American Funds American Mutual Fund Class F-3 with the selected benchmark, providing insights into the investment's historical performance in terms of risk-adjusted returns. Go to the Sharpe ratio tool for more fine-grained control over the calculation options.


Rolling 12-month Sharpe Ratio0.001.002.003.00December2025FebruaryMarchAprilMay
0.42
0.49
AFMFX (American Funds American Mutual Fund Class F-3)
Benchmark (^GSPC)

Dividends

Dividend History

American Funds American Mutual Fund Class F-3 provided a 2.07% dividend yield over the last twelve months, with an annual payout of $1.14 per share.


1.90%2.00%2.10%2.20%2.30%2.40%2.50%2.60%$0.00$0.20$0.40$0.60$0.80$1.00$1.2020172018201920202021202220232024
Dividends
Dividend Yield
PeriodTTM20242023202220212020201920182017
Dividend$1.14$1.14$1.24$1.13$1.03$0.99$1.01$0.96$0.93

Dividend yield

2.07%2.06%2.43%2.33%1.93%2.22%2.31%2.56%2.28%

Monthly 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.


JanFebMarAprMayJunJulAugSepOctNovDecTotal
2025$0.00$0.00$0.26$0.00$0.00$0.26
2024$0.00$0.00$0.26$0.00$0.00$0.26$0.00$0.00$0.27$0.00$0.00$0.35$1.14
2023$0.00$0.00$0.25$0.00$0.00$0.25$0.00$0.00$0.26$0.00$0.00$0.48$1.24
2022$0.00$0.00$0.25$0.00$0.00$0.25$0.00$0.00$0.25$0.00$0.00$0.39$1.13
2021$0.00$0.00$0.24$0.00$0.00$0.25$0.00$0.00$0.25$0.00$0.00$0.30$1.03
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$0.99
2019$0.00$0.00$0.23$0.00$0.00$0.23$0.00$0.00$0.24$0.00$0.00$0.31$1.01
2018$0.00$0.00$0.22$0.00$0.00$0.22$0.00$0.00$0.22$0.00$0.00$0.29$0.96
2017$0.22$0.00$0.00$0.22$0.00$0.00$0.22$0.00$0.00$0.27$0.93

Drawdowns

Drawdowns Chart

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.


-20.00%-15.00%-10.00%-5.00%0.00%December2025FebruaryMarchAprilMay
-7.87%
-8.79%
AFMFX (American Funds American Mutual Fund Class F-3)
Benchmark (^GSPC)

Worst Drawdowns

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 7.87%.


Depth

Start

To Bottom

Bottom

To Recover

End

Total

-29.79%Feb 13, 202027Mar 23, 2020163Nov 11, 2020190
-16.77%Sep 24, 201864Dec 24, 2018131Jul 3, 2019195
-15.34%Dec 2, 202487Apr 8, 2025
-15.16%Mar 30, 2022128Sep 30, 2022330Jan 25, 2024458
-9.73%Jan 29, 201839Mar 23, 2018110Aug 29, 2018149

Volatility

Volatility Chart

The current American Funds American Mutual Fund Class F-3 volatility is 10.59%, representing the average percentage change in the investments's value, either up or down over the past month. The chart below shows the rolling one-month volatility.


2.00%4.00%6.00%8.00%10.00%12.00%14.00%December2025FebruaryMarchAprilMay
10.59%
14.11%
AFMFX (American Funds American Mutual Fund Class F-3)
Benchmark (^GSPC)