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American Mutual Fund - Class R2e: (MF: RMEBX)
(NASDAQ Mutual Funds) As of Oct 11, 2024 08:00 PM ET
$59.32 USD
+0.42 (0.71%)
Zacks MF Rank
1-Strong Buy of 5 1
Latest Performance as of Aug 31, 2024
| Total Return %* | Percentile Rank Objective | |
|---|---|---|
| YTD | 15.36 | 47 |
| 3 months | 8.65 | 5 |
| 6 months | 11.28 | 31 |
| 1 Year | 21.48 | 52 |
| 3 Year | 8.31 | 36 |
| 5 Year | 10.65 | 66 |
| 10 Year | 9.21 | 50 |
* Annual for three years and beyond.
| Bull Market (9/02 - 10/07) | NA |
| Bear Market (10/07 - 2/09) | NA |
| Bull Market (2/09 - 3/21) | NA |
Load Adjusted Returns as of Aug 31, 2024
| 1 Year | 13.16 |
| 5 Year | 9.16 |
| 10 Year | NA |
| Since Inception | 8.56 |
Quarterly Return
| 1st Qtr. | 2nd Qtr. | 3rd Qtr. | 4th Qtr. | |
|---|---|---|---|---|
| 2024 | 6.94 | 0.34 | NA | NA |
| 2023 | 0.59 | 2.61 | -3.39 | 9.16 |
| 2022 | -0.10 | -8.50 | -6.36 | 10.75 |
| 2021 | 7.69 | 5.00 | -0.48 | 10.48 |
| 2020 | -18.33 | 12.82 | 4.62 | 8.03 |
| 2019 | 8.83 | 2.94 | 2.39 | 5.58 |
Annual Return
| 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | |
|---|---|---|---|---|---|---|---|---|---|---|
| % Total Return | 15.36 | 8.85 | -5.21 | 24.34 | 4.14 | 21.12 | -2.72 | 17.07 | 13.61 | -3.81 |
| % Total Return Rel to Index | -4.18 | -17.39 | 12.98 | -4.33 | -14.25 | -10.36 | 1.66 | -4.72 | 1.67 | -5.20 |
| % Total Return Rel to Peer | 0.54 | -6.42 | 5.57 | 0.00 | -4.06 | -4.51 | 4.83 | -0.33 | 2.28 | -0.60 |
| % Perf Quintile vs Peer* | 0.00 | 4.00 | 2.00 | 4.00 | 4.00 | 5.00 | 1.00 | 3.00 | 3.00 | 4.00 |
| % Dividends | 0.30 | 0.84 | 0.58 | 0.63 | 0.62 | 0.68 | 0.56 | 0.62 | 0.61 | 0.46 |
| % Yield | 0.50 | 1.54 | 1.11 | 1.09 | 1.32 | 1.44 | 1.36 | 1.39 | 1.53 | 1.24 |
| Capital Gains ($) | 0.00 | 0.83 | 1.39 | 1.61 | 0.00 | 1.19 | 1.63 | 1.67 | 1.01 | 1.45 |
| Expense Ratio | 1.07 | 1.07 | 1.07 | 1.07 | 1.09 | 1.10 | 1.11 | 1.10 | 1.09 | 0.00 |
* 1 = Top 20%, 5 = Bottom 20%