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American Mutual Fund, Class 529-f-1 Shs: (MF: CMLFX)
(NASDAQ Mutual Funds) As of Jul 25, 2024 08:00 PM ET
$55.47 USD
+0.16 (0.29%)
Zacks MF Rank
1-Strong Buy of 5 1
Latest Performance as of Jun 30, 2024
| Total Return %* | Percentile Rank Objective | |
|---|---|---|
| YTD | 7.65 | 54 |
| 3 months | 0.49 | 47 |
| 6 months | 7.65 | 54 |
| 1 Year | 13.88 | 61 |
| 3 Year | 7.45 | 40 |
| 5 Year | 9.87 | 54 |
| 10 Year | 9.33 | 42 |
* Annual for three years and beyond.
| Bull Market (9/02 - 10/07) | 93.85 |
| Bear Market (10/07 - 2/09) | -43.21 |
| Bull Market (2/09 - 3/21) | 549.83 |
Load Adjusted Returns as of Jun 30, 2024
| 1 Year | 13.88 |
| 5 Year | 9.86 |
| 10 Year | 9.32 |
| Since Inception | 11.35 |
Quarterly Return
| 1st Qtr. | 2nd Qtr. | 3rd Qtr. | 4th Qtr. | |
|---|---|---|---|---|
| 2024 | 7.12 | 0.49 | NA | NA |
| 2023 | 0.78 | 2.75 | -3.23 | 9.31 |
| 2022 | 0.05 | -8.36 | -6.20 | 10.90 |
| 2021 | 7.87 | 5.14 | -0.32 | 10.66 |
| 2020 | -18.19 | 12.99 | 4.81 | 8.21 |
| 2019 | 9.01 | 3.12 | 2.57 | 5.76 |
Annual Return
| 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | |
|---|---|---|---|---|---|---|---|---|---|---|---|
| % Total Return | 7.65 | 9.55 | -4.62 | 25.11 | 4.85 | 21.96 | -2.05 | 17.82 | 14.24 | -2.78 | 12.65 |
| % Total Return Rel to Index | -7.64 | -16.69 | 13.57 | -3.57 | -13.55 | -9.53 | 2.34 | -3.97 | 2.30 | -4.16 | -0.99 |
| % Total Return Rel to Peer | -1.16 | -5.73 | 6.16 | 0.77 | -3.35 | -3.68 | 5.51 | 0.41 | 2.91 | 0.43 | 3.75 |
| % Perf Quintile vs Peer* | 0.00 | 4.00 | 2.00 | 3.00 | 4.00 | 5.00 | 1.00 | 3.00 | 2.00 | 3.00 | 2.00 |
| % Dividends | 0.47 | 1.15 | 0.89 | 0.94 | 0.90 | 0.95 | 0.84 | 0.87 | 0.78 | 0.78 | 0.75 |
| % Yield | 0.84 | 2.15 | 1.74 | 1.66 | 1.95 | 2.05 | 2.08 | 1.98 | 2.01 | 2.15 | 1.90 |
| Capital Gains ($) | 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 | 0.44 | 0.44 | 0.44 | 0.40 | 0.42 | 0.43 | 0.44 | 0.46 | 0.46 | 0.47 |
* 1 = Top 20%, 5 = Bottom 20%