American Mutual Fund, Class 529-c Shares: (MF: CMLCX)
(NASDAQ Mutual Funds) As of May 2, 2025 08:00 PM ET
$55.60 USD
+0.82 (1.50%)
Latest Performance as of Mar 31, 2025
Total Return %* | Percentile Rank Objective | |
---|---|---|
YTD | 2.22 | 22 |
3 months | 2.22 | 22 |
6 months | -0.32 | 39 |
1 Year | 9.08 | 16 |
3 Year | 6.19 | 59 |
5 Year | 13.53 | 76 |
10 Year | 8.65 | 57 |
* Annual for three years and beyond.
Bull Market (9/02 - 10/07) | 85.25 |
Bear Market (10/07 - 2/09) | -43.92 |
Bull Market (2/09 - 3/21) | 519.58 |
Load Adjusted Returns as of Mar 31, 2025
1 Year | 7.99 |
5 Year | 13.52 |
10 Year | 8.65 |
Since Inception | 10.46 |
Quarterly Return
1st Qtr. | 2nd Qtr. | 3rd Qtr. | 4th Qtr. | |
---|---|---|---|---|
2025 | 2.22 | NA | NA | NA |
2024 | 6.88 | 0.26 | 9.14 | -2.49 |
2023 | 0.53 | 2.50 | -3.45 | 9.05 |
2022 | -0.15 | -8.59 | -6.41 | 10.64 |
2021 | 7.63 | 4.91 | -0.54 | 10.38 |
2020 | -18.41 | 12.75 | 4.54 | 7.95 |
Annual Return
2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | |
---|---|---|---|---|---|---|---|---|---|---|---|
% Total Return | 2.22 | 14.05 | 8.50 | -5.49 | 23.96 | 3.82 | 20.78 | -3.02 | 16.65 | 13.12 | -3.75 |
% Total Return Rel to Index | 6.49 | -10.96 | -17.74 | 12.70 | -4.71 | -14.57 | -10.70 | 1.36 | -5.14 | 1.19 | -5.14 |
% Total Return Rel to Peer | 2.69 | -1.78 | -6.78 | 5.29 | -0.37 | -4.37 | -4.85 | 4.53 | -0.75 | 1.80 | -0.53 |
% Perf Quintile vs Peer* | 0.00 | 0.00 | 5.00 | 2.00 | 4.00 | 4.00 | 5.00 | 1.00 | 3.00 | 3.00 | 4.00 |
% Dividends | 0.10 | 0.51 | 0.67 | 0.42 | 0.47 | 0.47 | 0.54 | 0.43 | 0.45 | 0.43 | 0.42 |
% Yield | 0.18 | 0.87 | 0.93 | 0.83 | 0.84 | 1.04 | 1.17 | 1.06 | 1.03 | 1.12 | 1.16 |
Capital Gains ($) | 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 | 1.37 | 1.39 | 1.37 | 1.36 | 1.38 | 1.40 | 1.42 | 1.43 | 1.46 | 1.26 |
* 1 = Top 20%, 5 = Bottom 20%