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American Funds American Mutual Fund Class A (AMRMX)

Mutual Fund · Currency in USD · Last updated Mar 18, 2023

Share Price Chart


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Performance

The chart shows the growth of $10,000 invested in American Funds American Mutual Fund Class A in Oct 2022 and compares it to the S&P 500 index or another benchmark. It would be worth nearly $331,344 for a total return of roughly 3,213.44%. All prices are adjusted for splits and dividends.


0.00%5.00%10.00%NovemberDecember2023FebruaryMarch
4.77%
6.48%
AMRMX (American Funds American Mutual Fund Class A)
Benchmark (^GSPC)

S&P 500

Compare to other instruments

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Popular comparisons: AMRMX vs. AMECX, AMRMX vs. SCHD, AMRMX vs. VOO

Return

American Funds American Mutual Fund Class A had a return of -3.29% year-to-date (YTD) and -5.33% in the last 12 months. Over the past 10 years, American Funds American Mutual Fund Class A had an annualized return of 9.66%, which was very close to the S&P 500 benchmark's annualized return of 9.71%.


PeriodReturnBenchmark
1 month-5.59%-5.31%
Year-To-Date-3.29%2.01%
6 months0.10%0.39%
1 year-5.33%-10.12%
5 years (annualized)7.45%7.32%
10 years (annualized)9.66%9.71%

Monthly Returns Heatmap


JanFebMarAprMayJunJulAugSepOctNovDec
20232.31%-2.81%
2022-7.34%8.60%5.78%-3.23%

Sharpe 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 -0.32. 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.


-0.80-0.60-0.40-0.200.000.200.40NovemberDecember2023FebruaryMarch
-0.32
-0.43
AMRMX (American Funds American Mutual Fund Class A)
Benchmark (^GSPC)

Dividend History

American Funds American Mutual Fund Class A granted a 5.51% dividend yield in the last twelve months. The annual payout for that period amounted to $2.57 per share.


PeriodTTM20222021202020192018201720162015201420132012
Dividend$2.57$2.36$2.48$0.86$2.07$2.48$2.48$1.77$2.20$2.02$1.56$0.67

Dividend yield

5.51%4.90%4.91%2.12%5.37%7.83%7.67%6.45%9.15%8.14%7.10%3.91%

Monthly Dividends

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


JanFebMarAprMayJunJulAugSepOctNovDec
2023$0.00$0.00
2022$0.00$0.00$0.21$0.00$0.00$0.21$0.00$0.00$0.21$0.00$0.00$1.74
2021$0.00$0.00$0.21$0.00$0.00$0.21$0.00$0.00$0.21$0.00$0.00$1.87
2020$0.00$0.00$0.21$0.00$0.00$0.21$0.00$0.00$0.21$0.00$0.00$0.24
2019$0.00$0.00$0.20$0.00$0.00$0.20$0.00$0.00$0.21$0.00$0.00$1.47
2018$0.00$0.00$0.19$0.00$0.00$0.19$0.00$0.00$0.19$0.00$0.00$1.90
2017$0.00$0.00$0.19$0.00$0.00$0.19$0.00$0.00$0.19$0.00$0.00$1.91
2016$0.00$0.00$0.18$0.00$0.00$0.18$0.00$0.00$0.18$0.00$0.00$1.22
2015$0.00$0.00$0.18$0.00$0.00$0.18$0.00$0.00$0.18$0.00$0.00$1.65
2014$0.00$0.00$0.17$0.00$0.00$0.17$0.00$0.00$0.18$0.00$0.00$1.49
2013$0.00$0.00$0.16$0.00$0.00$0.16$0.00$0.00$0.17$0.00$0.00$1.06
2012$0.15$0.00$0.00$0.15$0.00$0.00$0.16$0.00$0.00$0.20

Drawdowns Chart

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


-25.00%-20.00%-15.00%-10.00%-5.00%NovemberDecember2023FebruaryMarch
-8.94%
-18.34%
AMRMX (American Funds American Mutual Fund Class A)
Benchmark (^GSPC)

Worst 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 47.60%, recorded on Mar 9, 2009. It took 539 trading sessions for the portfolio to recover.


Depth

Start

To Bottom

Bottom

To Recover

End

Total

-47.6%Jul 20, 2007411Mar 9, 2009539Apr 27, 2011950
-29.81%Feb 13, 202027Mar 23, 2020166Nov 16, 2020193
-26.74%Mar 20, 2002143Oct 9, 2002292Dec 8, 2003435
-25.54%Jul 19, 1999104Dec 9, 1999250Dec 5, 2000354
-24.56%Aug 26, 198773Dec 4, 1987393Jun 7, 1989466
-15.31%Mar 30, 2022128Sep 30, 2022
-15.23%Jul 8, 201124Aug 10, 2011122Feb 3, 2012146
-13.3%May 22, 200181Sep 21, 200168Dec 28, 2001149
-13.25%Sep 24, 201864Dec 24, 201866Apr 1, 2019130
-13.21%Jun 6, 199092Oct 11, 199082Feb 4, 1991174

Volatility Chart

Current American Funds American Mutual Fund Class A volatility is 16.04%. 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%NovemberDecember2023FebruaryMarch
16.04%
21.17%
AMRMX (American Funds American Mutual Fund Class A)
Benchmark (^GSPC)