American Mutual Fund, Class R-3 Shares: (MF: RMFCX)
(NASDAQ Mutual Funds) As of May 16, 2024 08:00 PM ET
$54.08 USD
-0.07 (-0.13%)
Latest Performance as of Apr 30, 2024
Total Return %* | Percentile Rank Objective | |
---|---|---|
YTD | 3.14 | 70 |
3 months | 2.43 | 74 |
6 months | 14.54 | 78 |
1 Year | 9.60 | 81 |
3 Year | 6.08 | 49 |
5 Year | 8.64 | 63 |
10 Year | 8.73 | 52 |
* Annual for three years and beyond.
Bull Market (9/02 - 10/07) | 90.17 |
Bear Market (10/07 - 2/09) | -43.58 |
Bull Market (2/09 - 3/21) | 500.57 |
Load Adjusted Returns as of Apr 30, 2024
1 Year | 15.90 |
5 Year | 9.89 |
10 Year | 9.20 |
Since Inception | 10.99 |
Quarterly Return
1st Qtr. | 2nd Qtr. | 3rd Qtr. | 4th Qtr. | |
---|---|---|---|---|
2024 | 7.00 | NA | NA | NA |
2023 | 0.66 | 2.61 | -3.33 | 9.19 |
2022 | -0.06 | -8.47 | -6.31 | 10.77 |
2021 | 7.73 | 5.04 | -0.44 | 10.54 |
2020 | -18.31 | 12.87 | 4.69 | 8.06 |
2019 | 8.88 | 2.98 | 2.43 | 5.62 |
Annual Return
2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | |
---|---|---|---|---|---|---|---|---|---|---|---|
% Total Return | 3.14 | 9.03 | -5.07 | 24.53 | 4.31 | 21.33 | -2.58 | 17.22 | 13.67 | -3.26 | 12.09 |
% Total Return Rel to Index | -2.89 | -17.21 | 13.12 | -4.14 | -14.09 | -10.16 | 1.80 | -4.56 | 1.74 | -4.65 | -1.55 |
% Total Return Rel to Peer | -1.28 | -6.25 | 5.71 | 0.19 | -3.89 | -4.31 | 4.97 | -0.18 | 2.35 | -0.04 | 3.20 |
% Perf Quintile vs Peer* | 0.00 | 4.00 | 2.00 | 3.00 | 4.00 | 5.00 | 1.00 | 3.00 | 3.00 | 4.00 | 2.00 |
% Dividends | 0.17 | 0.92 | 0.66 | 0.70 | 0.68 | 0.73 | 0.62 | 0.66 | 0.61 | 0.60 | 0.58 |
% Yield | 0.31 | 1.70 | 1.26 | 1.23 | 1.46 | 1.56 | 1.51 | 1.49 | 1.53 | 1.62 | 1.44 |
Capital Gains ($) | 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 | 0.91 | 0.91 | 0.92 | 0.93 | 0.94 | 0.95 | 0.95 | 0.97 | 0.95 | 0.96 |
* 1 = Top 20%, 5 = Bottom 20%