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American Mutual Fund Class A Shares: (MF: AMRMX)
(NASDAQ Mutual Funds) As of Nov 6, 2024 08:00 PM ET
$59.80 USD
+1.06 (1.81%)
Zacks MF Rank
1-Strong Buy of 5 1
Latest Performance as of Sep 30, 2024
| Total Return %* | Percentile Rank Objective | |
|---|---|---|
| YTD | 17.65 | 39 |
| 3 months | 9.37 | 16 |
| 6 months | 9.88 | 16 |
| 1 Year | 28.59 | 47 |
| 3 Year | 10.79 | 28 |
| 5 Year | 11.19 | 55 |
| 10 Year | 10.17 | 41 |
* Annual for three years and beyond.
| Bull Market (9/02 - 10/07) | 94.38 |
| Bear Market (10/07 - 2/09) | -43.28 |
| Bull Market (2/09 - 3/21) | 598.05 |
Load Adjusted Returns as of Sep 30, 2024
| 1 Year | 21.60 |
| 5 Year | 9.95 |
| 10 Year | 9.55 |
| Since Inception | 11.47 |
Quarterly Return
| 1st Qtr. | 2nd Qtr. | 3rd Qtr. | 4th Qtr. | |
|---|---|---|---|---|
| 2024 | 7.07 | 0.46 | 9.37 | NA |
| 2023 | 0.74 | 2.71 | -3.26 | 9.29 |
| 2022 | 0.01 | -8.39 | -6.24 | 11.18 |
| 2021 | 7.83 | 5.12 | -0.36 | 10.61 |
| 2020 | -18.22 | 12.95 | 4.76 | 8.14 |
| 2019 | 8.96 | 3.10 | 2.50 | 5.71 |
Annual Return
| 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | |
|---|---|---|---|---|---|---|---|---|---|---|---|
| % Total Return | 17.65 | 9.39 | -4.49 | 24.95 | 4.65 | 21.73 | -2.19 | 17.67 | 14.07 | -2.83 | 12.52 |
| % Total Return Rel to Index | -4.44 | -16.85 | 13.71 | -3.73 | -13.74 | -9.75 | 2.19 | -4.12 | 2.13 | -4.21 | -1.12 |
| % Total Return Rel to Peer | 1.12 | -5.88 | 6.30 | 0.61 | -3.55 | -3.91 | 5.36 | 0.26 | 2.75 | 0.38 | 3.62 |
| % Perf Quintile vs Peer* | 0.00 | 4.00 | 1.00 | 3.00 | 4.00 | 5.00 | 1.00 | 3.00 | 2.00 | 3.00 | 2.00 |
| % Dividends | 0.65 | 1.08 | 0.97 | 0.87 | 0.82 | 0.88 | 0.78 | 0.81 | 0.74 | 0.76 | 0.71 |
| % Yield | 1.04 | 1.98 | 1.83 | 1.49 | 1.73 | 1.85 | 1.88 | 1.81 | 1.84 | 2.03 | 1.75 |
| Capital Gains ($) | 0.00 | 0.83 | 1.39 | 1.61 | 0.00 | 1.19 | 1.63 | 1.67 | 1.01 | 1.45 | 1.28 |
| Expense Ratio | 0.59 | 0.59 | 0.58 | 0.58 | 0.60 | 0.59 | 0.58 | 0.58 | 0.59 | 0.58 | 0.59 |
* 1 = Top 20%, 5 = Bottom 20%