American Mutual Fund, Class C Shares: (MF: AMFCX)
(NASDAQ Mutual Funds) As of Jul 26, 2024 08:00 PM ET
$55.19 USD
+0.66 (1.21%)
Latest Performance as of Jun 30, 2024
Total Return %* | Percentile Rank Objective | |
---|---|---|
YTD | 7.18 | 58 |
3 months | 0.28 | 49 |
6 months | 7.18 | 58 |
1 Year | 12.87 | 70 |
3 Year | 6.50 | 49 |
5 Year | 8.88 | 67 |
10 Year | 8.32 | 55 |
* Annual for three years and beyond.
Bull Market (9/02 - 10/07) | 86.07 |
Bear Market (10/07 - 2/09) | -43.90 |
Bull Market (2/09 - 3/21) | 463.92 |
Load Adjusted Returns as of Jun 30, 2024
1 Year | 11.74 |
5 Year | 8.87 |
10 Year | 8.32 |
Since Inception | 7.19 |
Quarterly Return
1st Qtr. | 2nd Qtr. | 3rd Qtr. | 4th Qtr. | |
---|---|---|---|---|
2024 | 6.88 | 0.28 | NA | NA |
2023 | 0.55 | 2.52 | -3.46 | 9.08 |
2022 | -0.16 | -8.58 | -6.39 | 10.65 |
2021 | 7.63 | 4.92 | -0.55 | 10.42 |
2020 | -18.38 | 12.73 | 4.58 | 7.95 |
2019 | 8.78 | 2.87 | 2.32 | 5.50 |
Annual Return
2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | |
---|---|---|---|---|---|---|---|---|---|---|---|
% Total Return | 7.18 | 8.56 | -5.47 | 24.01 | 3.88 | 20.82 | -2.98 | 16.72 | 13.18 | -3.66 | 11.61 |
% Total Return Rel to Index | -8.11 | -17.68 | 12.73 | -4.66 | -14.51 | -10.66 | 1.40 | -5.07 | 1.25 | -5.05 | -2.03 |
% Total Return Rel to Peer | -1.64 | -6.71 | 5.32 | -0.32 | -4.32 | -4.81 | 4.57 | -0.68 | 1.86 | -0.45 | 2.72 |
% Perf Quintile vs Peer* | 0.00 | 5.00 | 2.00 | 4.00 | 4.00 | 5.00 | 1.00 | 3.00 | 3.00 | 4.00 | 2.00 |
% Dividends | 0.23 | 0.71 | 0.45 | 0.50 | 0.51 | 0.56 | 0.45 | 0.49 | 0.46 | 0.45 | 0.42 |
% Yield | 0.41 | 1.32 | 0.88 | 0.88 | 1.10 | 1.21 | 1.11 | 1.12 | 1.16 | 1.22 | 1.06 |
Capital Gains ($) | 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 | 1.34 | 1.33 | 1.33 | 1.34 | 1.36 | 1.37 | 1.38 | 1.39 | 1.33 | 1.40 |
* 1 = Top 20%, 5 = Bottom 20%