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American Mutual Fund, Class F-2 Shares: (MF: AMRFX)
(NASDAQ Mutual Funds) As of May 1, 2025 08:00 PM ET
$55.22 USD
+0.16 (0.29%)
Zacks MF Rank
1-Strong Buy of 5 1
Latest Performance as of Mar 31, 2025
| Total Return %* | Percentile Rank Objective | |
|---|---|---|
| YTD | 2.46 | 18 |
| 3 months | 2.46 | 18 |
| 6 months | 0.16 | 29 |
| 1 Year | 10.18 | 6 |
| 3 Year | 7.26 | 41 |
| 5 Year | 14.66 | 66 |
| 10 Year | 9.74 | 40 |
* Annual for three years and beyond.
| Bull Market (9/02 - 10/07) | NA |
| Bear Market (10/07 - 2/09) | NA |
| Bull Market (2/09 - 3/21) | 630.93 |
Load Adjusted Returns as of Mar 31, 2025
| 1 Year | 10.18 |
| 5 Year | 14.66 |
| 10 Year | 9.75 |
| Since Inception | 9.76 |
Quarterly Return
| 1st Qtr. | 2nd Qtr. | 3rd Qtr. | 4th Qtr. | |
|---|---|---|---|---|
| 2025 | 2.46 | NA | NA | NA |
| 2024 | 7.13 | 0.51 | 9.44 | -2.25 |
| 2023 | 0.79 | 2.76 | -3.21 | 9.33 |
| 2022 | 0.07 | -8.34 | -6.20 | 10.93 |
| 2021 | 7.87 | 5.18 | -0.30 | 10.67 |
| 2020 | -18.17 | 12.99 | 4.84 | 8.21 |
Annual Return
| 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | |
|---|---|---|---|---|---|---|---|---|---|---|---|
| % Total Return | 2.46 | 15.19 | 9.61 | -4.56 | 25.19 | 4.89 | 21.97 | -2.04 | 17.87 | 14.28 | -2.73 |
| % Total Return Rel to Index | 6.73 | -9.82 | -16.63 | 13.64 | -3.48 | -13.50 | -9.51 | 2.34 | -3.92 | 2.35 | -4.11 |
| % Total Return Rel to Peer | 2.94 | -0.64 | -5.67 | 6.23 | 0.85 | -3.31 | -3.66 | 5.51 | 0.46 | 2.96 | 0.48 |
| % Perf Quintile vs Peer* | 0.00 | 0.00 | 4.00 | 2.00 | 3.00 | 4.00 | 4.00 | 1.00 | 3.00 | 2.00 | 3.00 |
| % Dividends | 0.24 | 1.07 | 1.18 | 0.93 | 0.97 | 0.90 | 0.96 | 0.85 | 0.88 | 0.80 | 0.80 |
| % Yield | 0.42 | 1.79 | 1.93 | 1.80 | 1.71 | 1.96 | 2.07 | 2.10 | 2.00 | 2.05 | 2.19 |
| Capital Gains ($) | 0.00 | 2.50 | 0.83 | 1.39 | 1.61 | 0.00 | 1.19 | 1.63 | 1.67 | 1.01 | 1.45 |
| Expense Ratio | 0.00 | 0.38 | 0.38 | 0.38 | 0.38 | 0.38 | 0.40 | 0.40 | 0.41 | 0.42 | 0.41 |
* 1 = Top 20%, 5 = Bottom 20%