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American Mutual Fund, Class R-3 Shares: (MF: RMFCX)
(NASDAQ Mutual Funds) As of May 29, 2025 08:00 PM ET
$56.74 USD
+0.23 (0.41%)
Zacks MF Rank
1-Strong Buy of 5 1
Latest Performance as of Apr 30, 2025
| Total Return %* | Percentile Rank Objective | |
|---|---|---|
| YTD | 0.13 | 19 |
| 3 months | -3.91 | 25 |
| 6 months | -0.98 | 32 |
| 1 Year | 11.22 | 23 |
| 3 Year | 7.58 | 55 |
| 5 Year | 11.60 | 70 |
| 10 Year | 8.79 | 48 |
* Annual for three years and beyond.
| Bull Market (9/02 - 10/07) | 90.17 |
| Bear Market (10/07 - 2/09) | -43.57 |
| Bull Market (2/09 - 3/21) | 570.13 |
Load Adjusted Returns as of Apr 30, 2025
| 1 Year | 9.57 |
| 5 Year | 14.05 |
| 10 Year | 9.16 |
| Since Inception | 10.97 |
Quarterly Return
| 1st Qtr. | 2nd Qtr. | 3rd Qtr. | 4th Qtr. | |
|---|---|---|---|---|
| 2025 | 2.33 | NA | NA | NA |
| 2024 | 7.00 | 0.36 | 9.29 | -2.39 |
| 2023 | 0.66 | 2.61 | -3.33 | 9.19 |
| 2022 | -0.06 | -8.47 | -6.31 | 10.77 |
| 2021 | 7.73 | 5.04 | -0.44 | 10.54 |
| 2020 | -18.31 | 12.87 | 4.69 | 8.06 |
Annual Return
| 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | |
|---|---|---|---|---|---|---|---|---|---|---|---|
| % Total Return | 0.13 | 14.57 | 9.03 | -5.07 | 24.53 | 4.31 | 21.33 | -2.58 | 17.22 | 13.67 | -3.26 |
| % Total Return Rel to Index | 5.05 | -10.45 | -17.21 | 13.12 | -4.14 | -14.09 | -10.16 | 1.80 | -4.56 | 1.74 | -4.65 |
| % Total Return Rel to Peer | 2.32 | -1.26 | -6.25 | 5.71 | 0.19 | -3.89 | -4.31 | 4.97 | -0.18 | 2.35 | -0.04 |
| % Perf Quintile vs Peer* | 0.00 | 0.00 | 4.00 | 2.00 | 3.00 | 4.00 | 5.00 | 1.00 | 3.00 | 3.00 | 4.00 |
| % Dividends | 0.17 | 0.78 | 0.92 | 0.66 | 0.70 | 0.68 | 0.73 | 0.62 | 0.66 | 0.61 | 0.60 |
| % Yield | 0.29 | 1.29 | 1.39 | 1.26 | 1.23 | 1.46 | 1.56 | 1.51 | 1.49 | 1.53 | 1.62 |
| Capital Gains ($) | 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 | 0.91 | 0.91 | 0.91 | 0.92 | 0.93 | 0.94 | 0.95 | 0.95 | 0.97 | 0.95 |
* 1 = Top 20%, 5 = Bottom 20%