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American Mutual Fund, Class 529-a Shares: (MF: CMLAX)
(NASDAQ Mutual Funds) As of May 31, 2024 08:00 PM ET
$53.86 USD
+0.64 (1.20%)
Zacks MF Rank
1-Strong Buy of 5 1
Latest Performance as of Apr 30, 2024
| Total Return %* | Percentile Rank Objective | |
|---|---|---|
| YTD | 3.25 | 68 |
| 3 months | 2.53 | 73 |
| 6 months | 14.70 | 77 |
| 1 Year | 9.93 | 79 |
| 3 Year | 6.40 | 43 |
| 5 Year | 8.96 | 58 |
| 10 Year | 9.04 | 46 |
* Annual for three years and beyond.
| Bull Market (9/02 - 10/07) | 93.54 |
| Bear Market (10/07 - 2/09) | -43.38 |
| Bull Market (2/09 - 3/21) | 526.43 |
Load Adjusted Returns as of Apr 30, 2024
| 1 Year | 12.32 |
| 5 Year | 9.46 |
| 10 Year | 9.13 |
| Since Inception | 11.31 |
Quarterly Return
| 1st Qtr. | 2nd Qtr. | 3rd Qtr. | 4th Qtr. | |
|---|---|---|---|---|
| 2024 | 7.07 | NA | NA | NA |
| 2023 | 0.71 | 2.71 | -3.28 | 9.29 |
| 2022 | 0.01 | -8.40 | -6.24 | 10.87 |
| 2021 | 7.80 | 5.10 | -0.37 | 10.61 |
| 2020 | -18.25 | 12.95 | 4.76 | 8.16 |
| 2019 | 8.96 | 3.06 | 2.49 | 5.71 |
Annual Return
| 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | |
|---|---|---|---|---|---|---|---|---|---|---|---|
| % Total Return | 3.25 | 9.34 | -4.77 | 24.87 | 4.62 | 21.68 | -2.31 | 17.59 | 13.97 | -3.00 | 12.39 |
| % Total Return Rel to Index | -2.79 | -16.90 | 13.43 | -3.80 | -13.77 | -9.80 | 2.08 | -4.19 | 2.03 | -4.39 | -1.25 |
| % Total Return Rel to Peer | -1.17 | -5.93 | 6.01 | 0.53 | -3.58 | -3.95 | 5.25 | 0.18 | 2.65 | 0.21 | 3.49 |
| % Perf Quintile vs Peer* | 0.00 | 4.00 | 2.00 | 3.00 | 4.00 | 5.00 | 1.00 | 3.00 | 2.00 | 3.00 | 2.00 |
| % Dividends | 0.21 | 1.06 | 0.81 | 0.85 | 0.80 | 0.85 | 0.74 | 0.78 | 0.70 | 0.70 | 0.67 |
| % Yield | 0.38 | 1.99 | 1.58 | 1.50 | 1.74 | 1.84 | 1.84 | 1.79 | 1.81 | 1.93 | 1.70 |
| Capital Gains ($) | 0.00 | 0.83 | 1.39 | 1.61 | 0.00 | 1.19 | 1.63 | 1.67 | 1.01 | 1.45 | 1.28 |
| Expense Ratio | 0.00 | 0.62 | 0.61 | 0.62 | 0.64 | 0.66 | 0.66 | 0.66 | 0.69 | 0.68 | 0.69 |
* 1 = Top 20%, 5 = Bottom 20%