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American Funds American Mutual Fund Class A (AMRMX)

Mutual Fund · Currency in USD · Last updated Sep 27, 2022

Fund Info

ISINUS0276811058
CUSIP027681105
IssuerAmerican Funds
Inception DateFeb 21, 1950
RegionNorth America (U.S.)
CategoryLarge Cap Blend Equities
Expense Ratio0.58%
ETF Home Pagewww.capitalgroup.com
Asset ClassEquity

Asset Class Size

Large-Cap

Asset Class Style

Blend

Trading Data

Previous Close$47.39
Year Range$46.26 - $53.24
EMA (50)$49.28
EMA (200)$49.80

AMRMXShare Price Chart


Chart placeholderClick Calculate to get results

AMRMXPerformance

The chart shows the growth of $10,000 invested in American Funds American Mutual Fund Class A in Jan 2010 and compares it to the S&P 500 index or another benchmark. It would be worth nearly $33,663 for a total return of roughly 236.63%. All prices are adjusted for splits and dividends.


-20.00%-15.00%-10.00%-5.00%0.00%MayJuneJulyAugustSeptember
-12.98%
-19.60%
AMRMX (American Funds American Mutual Fund Class A)
Benchmark (^GSPC)

AMRMXReturns in periods

Returns over 1 year are annualized

PeriodReturnBenchmark
1M-7.64%-9.92%
6M-13.11%-19.55%
YTD-12.60%-23.31%
1Y-5.28%-17.97%
5Y7.60%7.93%
10Y10.02%9.73%

AMRMXMonthly Returns Heatmap


JanFebMarAprMayJunJulAugSepOctNovDec
2022-1.90%-1.38%3.39%-4.55%1.96%-5.86%3.89%-2.61%-5.73%
2021-0.78%2.12%6.43%3.40%1.86%-0.19%1.36%1.71%-3.34%6.11%-1.91%6.33%
2020-1.13%-7.72%-10.40%9.08%3.27%0.28%3.60%3.69%-2.48%-3.09%9.54%1.96%
20194.80%2.75%1.19%2.14%-4.00%5.15%0.58%-0.05%1.97%0.49%2.69%2.44%
20184.22%-3.86%-2.34%0.63%1.33%0.75%3.40%1.67%0.76%-4.41%3.44%-6.99%
20171.44%3.32%-0.24%0.29%1.22%0.59%1.77%0.18%2.90%0.76%3.17%1.07%
2016-2.95%0.33%6.42%1.43%1.22%2.03%2.56%-0.40%-0.15%-2.22%3.46%1.92%
2015-2.53%4.06%-1.31%1.16%0.35%-2.61%1.26%-5.54%-2.64%7.33%0.11%-1.97%
2014-3.36%3.86%1.59%0.68%2.11%1.53%-2.10%3.54%-1.18%3.50%2.64%-0.43%
20134.23%1.96%4.07%2.63%0.00%-0.90%4.28%-2.37%2.83%4.23%2.07%2.68%
20122.44%2.79%2.00%0.51%-4.32%3.68%1.50%1.15%1.42%-0.28%0.25%0.78%
20111.74%2.48%0.58%3.03%-0.52%-0.91%-2.78%-4.09%-5.00%8.27%0.59%1.95%
2010-4.52%2.10%4.55%1.98%-6.94%-3.42%6.38%-3.39%7.30%2.91%-0.90%5.53%

AMRMXSharpe Ratio Chart

The Sharpe ratio shows whether the portfolio's excess returns are due to smart investment decisions or a result of taking a higher risk. The higher a portfolio's Sharpe ratio, the better its risk-adjusted performance.

The current American Funds American Mutual Fund Class A Sharpe ratio is -0.35. A negative Sharpe ratio means that the risk-free rate is higher than the portfolio's return. This value does not convey any meaningful information.

The chart below displays rolling 12-month Sharpe Ratio.


-1.00-0.500.000.501.00MayJuneJulyAugustSeptember
-0.35
-0.83
AMRMX (American Funds American Mutual Fund Class A)
Benchmark (^GSPC)

AMRMXDividend History

American Funds American Mutual Fund Class A granted a 5.42% dividend yield in the last twelve months. The annual payout for that period amounted to $2.49 per share.


PeriodTTM202120202019201820172016201520142013201220112010
Dividend$2.49$2.48$0.86$2.07$2.48$2.48$1.77$2.20$2.02$1.56$0.67$0.65$0.62

Dividend yield

5.42%4.73%2.04%5.17%7.53%7.38%6.21%8.80%7.83%6.83%3.76%4.09%4.11%

AMRMXDrawdowns Chart

The Drawdowns chart displays portfolio losses from any high point along the way.


-20.00%-15.00%-10.00%-5.00%0.00%OctoberNovemberDecember2022FebruaryMarchAprilMayJuneJulyAugustSeptember
-13.84%
-23.80%
AMRMX (American Funds American Mutual Fund Class A)
Benchmark (^GSPC)

AMRMXWorst Drawdowns

The table below shows the maximum drawdowns of the American Funds American Mutual Fund Class A. 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 A is 29.81%, recorded on Mar 23, 2020. It took 166 trading sessions for the portfolio to recover.


Depth

Start

To Bottom

Bottom

To Recover

End

Total

-29.81%Feb 13, 202027Mar 23, 2020166Nov 16, 2020193
-15.23%Jul 8, 201124Aug 10, 2011122Feb 3, 2012146
-13.84%Mar 30, 2022124Sep 26, 2022
-13.25%Sep 24, 201864Dec 24, 201866Apr 1, 2019130
-12.59%May 22, 2015167Jan 20, 201668Apr 27, 2016235
-12.03%Apr 26, 201049Jul 2, 201074Oct 18, 2010123
-9.76%Jan 29, 201839Mar 23, 2018120Sep 13, 2018159
-7%Jan 20, 201014Feb 8, 201025Mar 16, 201039
-6.64%Sep 19, 201420Oct 16, 201410Oct 30, 201430
-6.46%May 2, 201222Jun 1, 201232Jul 19, 201254

AMRMXVolatility Chart

Current American Funds American Mutual Fund Class A volatility is 11.65%. 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.


5.00%10.00%15.00%20.00%25.00%30.00%35.00%40.00%MayJuneJulyAugustSeptember
11.65%
13.19%
AMRMX (American Funds American Mutual Fund Class A)
Benchmark (^GSPC)