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American Mutual Fund, Class 529-e Shares: (MF: CMLEX)
(NASDAQ Mutual Funds) As of May 2, 2025 08:00 PM ET
$55.58 USD
+0.82 (1.50%)
Zacks MF Rank
1-Strong Buy of 5 1
Latest Performance as of Mar 31, 2025
| Total Return %* | Percentile Rank Objective | |
|---|---|---|
| YTD | 2.37 | 20 |
| 3 months | 2.37 | 20 |
| 6 months | -0.06 | 34 |
| 1 Year | 9.66 | 10 |
| 3 Year | 6.75 | 49 |
| 5 Year | 14.12 | 71 |
| 10 Year | 9.21 | 48 |
* Annual for three years and beyond.
| Bull Market (9/02 - 10/07) | 90.15 |
| Bear Market (10/07 - 2/09) | -43.56 |
| Bull Market (2/09 - 3/21) | 573.29 |
Load Adjusted Returns as of Mar 31, 2025
| 1 Year | 9.66 |
| 5 Year | 14.11 |
| 10 Year | 9.22 |
| Since Inception | 11.03 |
Quarterly Return
| 1st Qtr. | 2nd Qtr. | 3rd Qtr. | 4th Qtr. | |
|---|---|---|---|---|
| 2025 | 2.37 | NA | NA | NA |
| 2024 | 7.02 | 0.38 | 9.31 | -2.37 |
| 2023 | 0.67 | 2.64 | -3.33 | 9.20 |
| 2022 | -0.04 | -8.46 | -6.31 | 10.79 |
| 2021 | 7.75 | 5.05 | -0.43 | 10.56 |
| 2020 | -18.28 | 12.86 | 4.69 | 8.08 |
Annual Return
| 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | |
|---|---|---|---|---|---|---|---|---|---|---|---|
| % Total Return | 2.37 | 14.64 | 9.08 | -5.02 | 24.61 | 4.37 | 21.39 | -2.52 | 17.29 | 13.73 | -3.25 |
| % Total Return Rel to Index | 6.63 | -10.37 | -17.15 | 13.17 | -4.06 | -14.03 | -10.09 | 1.86 | -4.50 | 1.79 | -4.64 |
| % Total Return Rel to Peer | 2.84 | -1.19 | -6.19 | 5.76 | 0.27 | -3.83 | -4.24 | 5.03 | -0.11 | 2.40 | -0.03 |
| % Perf Quintile vs Peer* | 0.00 | 0.00 | 4.00 | 2.00 | 3.00 | 4.00 | 5.00 | 1.00 | 3.00 | 3.00 | 4.00 |
| % Dividends | 0.18 | 0.81 | 0.94 | 0.69 | 0.73 | 0.71 | 0.75 | 0.64 | 0.68 | 0.62 | 0.61 |
| % Yield | 0.31 | 1.37 | 1.47 | 1.35 | 1.30 | 1.54 | 1.65 | 1.61 | 1.57 | 1.60 | 1.69 |
| Capital Gains ($) | 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 | 0.85 | 0.86 | 0.85 | 0.85 | 0.86 | 0.88 | 0.89 | 0.90 | 0.93 | 0.93 |
* 1 = Top 20%, 5 = Bottom 20%