American Mutual Fund, Class 529-f-1 Shs: (MF: CMLFX)
(NASDAQ Mutual Funds) As of Jul 16, 2025 08:00 PM ET
$59.85 USD
+0.27 (0.45%)
Latest Performance as of Jun 30, 2025
Total Return %* | Percentile Rank Objective | |
---|---|---|
YTD | 8.56 | 19 |
3 months | 5.96 | 47 |
6 months | 8.56 | 19 |
1 Year | 16.09 | 16 |
3 Year | 12.51 | 56 |
5 Year | 13.13 | 58 |
10 Year | 10.46 | 39 |
* Annual for three years and beyond.
Bull Market (9/02 - 10/07) | 93.85 |
Bear Market (10/07 - 2/09) | -43.21 |
Bull Market (2/09 - 3/21) | 654.42 |
Load Adjusted Returns as of Jun 30, 2025
1 Year | 16.09 |
5 Year | 13.13 |
10 Year | 10.46 |
Since Inception | 11.41 |
Quarterly Return
1st Qtr. | 2nd Qtr. | 3rd Qtr. | 4th Qtr. | |
---|---|---|---|---|
2025 | 2.45 | 5.96 | NA | NA |
2024 | 7.12 | 0.49 | 9.41 | -2.26 |
2023 | 0.78 | 2.75 | -3.23 | 9.31 |
2022 | 0.05 | -8.36 | -6.20 | 10.90 |
2021 | 7.87 | 5.14 | -0.32 | 10.66 |
2020 | -18.19 | 12.99 | 4.81 | 8.21 |
Annual Return
2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | |
---|---|---|---|---|---|---|---|---|---|---|---|
% Total Return | 8.56 | 15.12 | 9.55 | -4.62 | 25.11 | 4.85 | 21.96 | -2.05 | 17.82 | 14.24 | -2.78 |
% Total Return Rel to Index | 2.36 | -9.90 | -16.69 | 13.57 | -3.57 | -13.55 | -9.53 | 2.34 | -3.97 | 2.30 | -4.16 |
% Total Return Rel to Peer | 2.31 | -0.72 | -5.73 | 6.16 | 0.77 | -3.35 | -3.68 | 5.51 | 0.41 | 2.91 | 0.43 |
% Perf Quintile vs Peer* | 0.00 | 0.00 | 4.00 | 2.00 | 3.00 | 4.00 | 5.00 | 1.00 | 3.00 | 2.00 | 3.00 |
% Dividends | 0.47 | 1.04 | 1.15 | 0.89 | 0.94 | 0.90 | 0.95 | 0.84 | 0.87 | 0.78 | 0.78 |
% Yield | 0.77 | 1.74 | 1.89 | 1.74 | 1.66 | 1.95 | 2.05 | 2.08 | 1.98 | 2.01 | 2.15 |
Capital Gains ($) | 0.00 | 2.50 | 0.83 | 1.39 | 1.61 | 0.00 | 1.19 | 1.63 | 1.67 | 1.01 | 1.45 |
Expense Ratio | 0.43 | 0.44 | 0.44 | 0.44 | 0.44 | 0.40 | 0.42 | 0.43 | 0.44 | 0.46 | 0.46 |
* 1 = Top 20%, 5 = Bottom 20%