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American Mutual Fund, Class F-2 Shares: (MF: AMRFX)
(NASDAQ Mutual Funds) As of Aug 13, 2024 08:00 PM ET
$56.27 USD
+0.64 (1.15%)
Zacks MF Rank
1-Strong Buy of 5 1
Latest Performance as of Jul 31, 2024
| Total Return %* | Percentile Rank Objective | |
|---|---|---|
| YTD | 12.33 | 48 |
| 3 months | 8.69 | 28 |
| 6 months | 11.50 | 51 |
| 1 Year | 15.86 | 51 |
| 3 Year | 8.55 | 32 |
| 5 Year | 10.72 | 51 |
| 10 Year | 10.07 | 39 |
* Annual for three years and beyond.
| Bull Market (9/02 - 10/07) | NA |
| Bear Market (10/07 - 2/09) | NA |
| Bull Market (2/09 - 3/21) | 583.79 |
Load Adjusted Returns as of Jul 31, 2024
| 1 Year | 13.95 |
| 5 Year | 9.92 |
| 10 Year | 9.37 |
| Since Inception | 9.61 |
Quarterly Return
| 1st Qtr. | 2nd Qtr. | 3rd Qtr. | 4th Qtr. | |
|---|---|---|---|---|
| 2024 | 7.13 | 0.51 | NA | NA |
| 2023 | 0.79 | 2.76 | -3.21 | 9.33 |
| 2022 | 0.07 | -8.34 | -6.20 | 10.93 |
| 2021 | 7.87 | 5.18 | -0.30 | 10.67 |
| 2020 | -18.17 | 12.99 | 4.84 | 8.21 |
| 2019 | 9.03 | 3.12 | 2.55 | 5.76 |
Annual Return
| 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | |
|---|---|---|---|---|---|---|---|---|---|---|---|
| % Total Return | 12.33 | 9.61 | -4.56 | 25.19 | 4.89 | 21.97 | -2.04 | 17.87 | 14.28 | -2.73 | 12.70 |
| % Total Return Rel to Index | -4.37 | -16.63 | 13.64 | -3.48 | -13.50 | -9.51 | 2.34 | -3.92 | 2.35 | -4.11 | -0.93 |
| % Total Return Rel to Peer | 0.03 | -5.67 | 6.23 | 0.85 | -3.31 | -3.66 | 5.51 | 0.46 | 2.96 | 0.48 | 3.81 |
| % Perf Quintile vs Peer* | 0.00 | 4.00 | 1.00 | 3.00 | 4.00 | 5.00 | 1.00 | 3.00 | 2.00 | 3.00 | 2.00 |
| % Dividends | 0.49 | 1.18 | 0.93 | 0.97 | 0.90 | 0.96 | 0.85 | 0.88 | 0.80 | 0.80 | 0.77 |
| % Yield | 0.83 | 2.22 | 1.80 | 1.71 | 1.96 | 2.07 | 2.10 | 2.00 | 2.05 | 2.19 | 1.95 |
| Capital Gains ($) | 0.00 | 0.83 | 1.39 | 1.61 | 0.00 | 1.19 | 1.63 | 1.67 | 1.01 | 1.45 | 1.28 |
| Expense Ratio | 0.38 | 0.38 | 0.38 | 0.38 | 0.38 | 0.40 | 0.40 | 0.41 | 0.42 | 0.41 | 0.42 |
* 1 = Top 20%, 5 = Bottom 20%