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AFMFX vs. PRK
Performance
Risk-Adjusted Performance
Dividends
Drawdowns
Volatility

Correlation

The correlation between AFMFX and PRK is 0.49, which is considered to be moderate. This suggests that the two assets have some degree of positive relationship in their price movements. Moderate correlation can be acceptable for portfolio diversification, offering a balance between risk and potential returns.


-0.50.00.51.00.5

Performance

AFMFX vs. PRK - Performance Comparison

The chart below illustrates the hypothetical performance of a $10,000 investment in American Funds American Mutual Fund Class F-3 (AFMFX) and Park National Corporation (PRK). The values are adjusted to include any dividend payments, if applicable.

0.00%10.00%20.00%30.00%SeptemberOctoberNovemberDecember2025February
6.30%
6.58%
AFMFX
PRK

Key characteristics

Sharpe Ratio

AFMFX:

1.32

PRK:

0.88

Sortino Ratio

AFMFX:

1.72

PRK:

1.55

Omega Ratio

AFMFX:

1.26

PRK:

1.19

Calmar Ratio

AFMFX:

1.52

PRK:

1.62

Martin Ratio

AFMFX:

4.91

PRK:

3.61

Ulcer Index

AFMFX:

2.84%

PRK:

8.72%

Daily Std Dev

AFMFX:

10.53%

PRK:

36.09%

Max Drawdown

AFMFX:

-29.79%

PRK:

-65.54%

Current Drawdown

AFMFX:

-4.82%

PRK:

-18.61%

Returns By Period

In the year-to-date period, AFMFX achieves a 3.95% return, which is significantly higher than PRK's -2.75% return.


AFMFX

YTD

3.95%

1M

3.32%

6M

6.30%

1Y

13.06%

5Y*

7.76%

10Y*

N/A

PRK

YTD

-2.75%

1M

-3.71%

6M

6.58%

1Y

33.75%

5Y*

14.90%

10Y*

11.02%

*Annualized

Compare stocks, funds, or ETFs

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


Risk-Adjusted Performance

AFMFX vs. PRK — Risk-Adjusted Performance Rank

Compare risk-adjusted metric ranks to identify better-performing investments over the past 12 months.

AFMFX
The Risk-Adjusted Performance Rank of AFMFX is 7070
Overall Rank
The Sharpe Ratio Rank of AFMFX is 6969
Sharpe Ratio Rank
The Sortino Ratio Rank of AFMFX is 6565
Sortino Ratio Rank
The Omega Ratio Rank of AFMFX is 7474
Omega Ratio Rank
The Calmar Ratio Rank of AFMFX is 7878
Calmar Ratio Rank
The Martin Ratio Rank of AFMFX is 6363
Martin Ratio Rank

PRK
The Risk-Adjusted Performance Rank of PRK is 7676
Overall Rank
The Sharpe Ratio Rank of PRK is 7575
Sharpe Ratio Rank
The Sortino Ratio Rank of PRK is 7373
Sortino Ratio Rank
The Omega Ratio Rank of PRK is 7070
Omega Ratio Rank
The Calmar Ratio Rank of PRK is 8888
Calmar Ratio Rank
The Martin Ratio Rank of PRK is 7676
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.

AFMFX vs. PRK - Risk-Adjusted Performance Comparison

This table presents a comparison of risk-adjusted performance metrics for American Funds American Mutual Fund Class F-3 (AFMFX) and Park National Corporation (PRK). Risk-adjusted metrics are performance indicators that assess an investment's returns in relation to its risk, enabling a more accurate comparison of different investment options.


Sharpe ratio
The chart of Sharpe ratio for AFMFX, currently valued at 1.32, compared to the broader market-1.000.001.002.003.004.001.320.88
The chart of Sortino ratio for AFMFX, currently valued at 1.72, compared to the broader market0.002.004.006.008.0010.0012.001.721.55
The chart of Omega ratio for AFMFX, currently valued at 1.26, compared to the broader market1.002.003.004.001.261.19
The chart of Calmar ratio for AFMFX, currently valued at 1.52, compared to the broader market0.005.0010.0015.0020.001.521.62
The chart of Martin ratio for AFMFX, currently valued at 4.91, compared to the broader market0.0020.0040.0060.0080.004.913.61
AFMFX
PRK

The current AFMFX Sharpe Ratio is 1.32, which is higher than the PRK Sharpe Ratio of 0.88. The chart below compares the historical Sharpe Ratios of AFMFX and PRK, offering insights into how both investments have performed under varying market conditions. These values are calculated using daily returns over the previous 12 months.


Rolling 12-month Sharpe Ratio1.001.502.002.503.003.50SeptemberOctoberNovemberDecember2025February
1.32
0.88
AFMFX
PRK

Dividends

AFMFX vs. PRK - Dividend Comparison

AFMFX's dividend yield for the trailing twelve months is around 1.98%, less than PRK's 2.84% yield.


TTM20242023202220212020201920182017201620152014
AFMFX
American Funds American Mutual Fund Class F-3
1.98%2.06%2.43%2.33%1.93%2.22%2.31%2.56%2.28%0.00%0.00%0.00%
PRK
Park National Corporation
2.84%2.76%3.16%3.31%3.29%4.08%4.14%4.79%3.62%3.14%4.16%4.25%

Drawdowns

AFMFX vs. PRK - Drawdown Comparison

The maximum AFMFX drawdown since its inception was -29.79%, smaller than the maximum PRK drawdown of -65.54%. Use the drawdown chart below to compare losses from any high point for AFMFX and PRK. For additional features, visit the drawdowns tool.


-20.00%-15.00%-10.00%-5.00%0.00%SeptemberOctoberNovemberDecember2025February
-4.82%
-18.61%
AFMFX
PRK

Volatility

AFMFX vs. PRK - Volatility Comparison

The current volatility for American Funds American Mutual Fund Class F-3 (AFMFX) is 2.55%, while Park National Corporation (PRK) has a volatility of 6.29%. This indicates that AFMFX experiences smaller price fluctuations and is considered to be less risky than PRK based on this measure. The chart below showcases a comparison of their rolling one-month volatility.


5.00%10.00%15.00%20.00%SeptemberOctoberNovemberDecember2025February
2.55%
6.29%
AFMFX
PRK
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Disclaimer

The information contained herein does not constitute investment advice and made available for educational purposes only. Prices and returns on equities are listed without consideration of fees, commissions, taxes, penalties, or interest payable due to purchasing, holding, or selling.

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