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American Mutual Fund, Class R-1 Shares: (MF: RMFAX)
(NASDAQ Mutual Funds) As of Oct 4, 2024 08:00 PM ET
$58.48 USD
+0.35 (0.60%)
Zacks MF Rank
1-Strong Buy of 5 1
Latest Performance as of Aug 31, 2024
| Total Return %* | Percentile Rank Objective | |
|---|---|---|
| YTD | 15.12 | 50 |
| 3 months | 8.57 | 6 |
| 6 months | 11.11 | 35 |
| 1 Year | 21.11 | 56 |
| 3 Year | 7.99 | 42 |
| 5 Year | 10.32 | 69 |
| 10 Year | 8.94 | 55 |
* Annual for three years and beyond.
| Bull Market (9/02 - 10/07) | 85.73 |
| Bear Market (10/07 - 2/09) | -43.87 |
| Bull Market (2/09 - 3/21) | 503.32 |
Load Adjusted Returns as of Aug 31, 2024
| 1 Year | 12.85 |
| 5 Year | 8.84 |
| 10 Year | 8.29 |
| Since Inception | 10.46 |
Quarterly Return
| 1st Qtr. | 2nd Qtr. | 3rd Qtr. | 4th Qtr. | |
|---|---|---|---|---|
| 2024 | 6.86 | 0.27 | NA | NA |
| 2023 | 0.55 | 2.51 | -3.45 | 9.08 |
| 2022 | -0.16 | -8.58 | -6.41 | 10.66 |
| 2021 | 7.61 | 4.91 | -0.54 | 10.38 |
| 2020 | -18.39 | 12.72 | 4.58 | 7.92 |
| 2019 | 8.73 | 2.87 | 2.30 | 5.51 |
Annual Return
| 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | |
|---|---|---|---|---|---|---|---|---|---|---|---|
| % Total Return | 15.12 | 8.55 | -5.48 | 23.95 | 3.82 | 20.74 | -3.02 | 16.66 | 13.16 | -3.70 | 11.57 |
| % Total Return Rel to Index | -4.42 | -17.69 | 12.72 | -4.72 | -14.57 | -10.74 | 1.37 | -5.12 | 1.22 | -5.09 | -2.06 |
| % Total Return Rel to Peer | 0.31 | -6.73 | 5.30 | -0.38 | -4.38 | -4.89 | 4.54 | -0.74 | 1.84 | -0.49 | 2.68 |
| % Perf Quintile vs Peer* | 0.00 | 5.00 | 2.00 | 4.00 | 4.00 | 5.00 | 1.00 | 3.00 | 3.00 | 4.00 | 2.00 |
| % Dividends | 0.23 | 0.70 | 0.44 | 0.48 | 0.48 | 0.54 | 0.43 | 0.48 | 0.44 | 0.44 | 0.41 |
| % Yield | 0.38 | 1.28 | 0.84 | 0.84 | 1.04 | 1.15 | 1.06 | 1.08 | 1.12 | 1.19 | 1.03 |
| Capital Gains ($) | 0.00 | 0.83 | 1.39 | 1.61 | 0.00 | 1.19 | 1.63 | 1.67 | 1.01 | 1.45 | 1.28 |
| Expense Ratio | 1.36 | 1.36 | 1.35 | 1.37 | 1.40 | 1.41 | 1.42 | 1.41 | 1.43 | 1.31 | 1.42 |
* 1 = Top 20%, 5 = Bottom 20%