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American Mutual Fund, Class F-1 Shares: (MF: AMFFX)
(NASDAQ Mutual Funds) As of Oct 31, 2024 08:00 PM ET
$58.21 USD
-0.55 (-0.94%)
Zacks MF Rank
1-Strong Buy of 5 1
Latest Performance as of Sep 30, 2024
| Total Return %* | Percentile Rank Objective | |
|---|---|---|
| YTD | 17.61 | 39 |
| 3 months | 9.36 | 17 |
| 6 months | 9.85 | 16 |
| 1 Year | 28.53 | 48 |
| 3 Year | 10.63 | 30 |
| 5 Year | 11.07 | 57 |
| 10 Year | 10.06 | 42 |
* Annual for three years and beyond.
| Bull Market (9/02 - 10/07) | 93.60 |
| Bear Market (10/07 - 2/09) | -43.33 |
| Bull Market (2/09 - 3/21) | 589.44 |
Load Adjusted Returns as of Sep 30, 2024
| 1 Year | 28.53 |
| 5 Year | 11.07 |
| 10 Year | 10.06 |
| Since Inception | 11.46 |
Quarterly Return
| 1st Qtr. | 2nd Qtr. | 3rd Qtr. | 4th Qtr. | |
|---|---|---|---|---|
| 2024 | 7.06 | 0.45 | 9.36 | NA |
| 2023 | 0.71 | 2.71 | -3.29 | 9.28 |
| 2022 | 0.01 | -8.41 | -6.22 | 10.84 |
| 2021 | 7.81 | 5.11 | -0.37 | 10.59 |
| 2020 | -18.25 | 12.95 | 4.77 | 8.13 |
| 2019 | 8.95 | 3.07 | 2.50 | 5.70 |
Annual Return
| 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | |
|---|---|---|---|---|---|---|---|---|---|---|---|
| % Total Return | 17.61 | 9.33 | -4.79 | 24.87 | 4.60 | 21.67 | -2.32 | 17.57 | 13.98 | -2.95 | 12.40 |
| % Total Return Rel to Index | -4.49 | -16.91 | 13.41 | -3.81 | -13.79 | -9.81 | 2.07 | -4.22 | 2.04 | -4.34 | -1.24 |
| % Total Return Rel to Peer | 1.08 | -5.95 | 5.99 | 0.52 | -3.60 | -3.96 | 5.24 | 0.16 | 2.66 | 0.26 | 3.50 |
| % Perf Quintile vs Peer* | 0.00 | 4.00 | 2.00 | 3.00 | 4.00 | 5.00 | 1.00 | 3.00 | 2.00 | 3.00 | 2.00 |
| % Dividends | 0.63 | 1.05 | 0.80 | 0.84 | 0.80 | 0.85 | 0.74 | 0.77 | 0.71 | 0.71 | 0.68 |
| % Yield | 1.01 | 1.94 | 1.52 | 1.46 | 1.70 | 1.81 | 1.80 | 1.73 | 1.78 | 1.91 | 1.69 |
| Capital Gains ($) | 0.00 | 0.83 | 1.39 | 1.61 | 0.00 | 1.19 | 1.63 | 1.67 | 1.01 | 1.45 | 1.28 |
| Expense Ratio | 0.64 | 0.64 | 0.63 | 0.64 | 0.64 | 0.66 | 0.66 | 0.67 | 0.67 | 0.66 | 0.67 |
* 1 = Top 20%, 5 = Bottom 20%