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American Mutual Fund, Class R-2 Shares: (MF: RMFBX)
(NASDAQ Mutual Funds) As of Nov 11, 2024 08:00 PM ET
$59.19 USD
-0.14 (-0.24%)
Zacks MF Rank
1-Strong Buy of 5 1
Latest Performance as of Sep 30, 2024
| Total Return %* | Percentile Rank Objective | |
|---|---|---|
| YTD | 16.99 | 45 |
| 3 months | 9.16 | 20 |
| 6 months | 9.45 | 21 |
| 1 Year | 27.61 | 55 |
| 3 Year | 9.84 | 42 |
| 5 Year | 10.27 | 66 |
| 10 Year | 9.27 | 54 |
* Annual for three years and beyond.
| Bull Market (9/02 - 10/07) | 85.81 |
| Bear Market (10/07 - 2/09) | -43.98 |
| Bull Market (2/09 - 3/21) | 513.57 |
Load Adjusted Returns as of Sep 30, 2024
| 1 Year | 27.61 |
| 5 Year | 10.27 |
| 10 Year | 9.26 |
| Since Inception | 10.59 |
Quarterly Return
| 1st Qtr. | 2nd Qtr. | 3rd Qtr. | 4th Qtr. | |
|---|---|---|---|---|
| 2024 | 6.88 | 0.26 | 9.16 | NA |
| 2023 | 0.55 | 2.52 | -3.45 | 9.07 |
| 2022 | -0.18 | -8.57 | -6.40 | 10.63 |
| 2021 | 7.60 | 4.93 | -0.55 | 10.41 |
| 2020 | -18.39 | 12.75 | 4.57 | 7.95 |
| 2019 | 8.75 | 2.89 | 2.28 | 5.50 |
Annual Return
| 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | |
|---|---|---|---|---|---|---|---|---|---|---|---|
| % Total Return | 16.99 | 8.55 | -5.50 | 23.96 | 3.87 | 20.75 | -3.00 | 16.73 | 13.17 | -3.68 | 11.60 |
| % Total Return Rel to Index | -5.11 | -17.68 | 12.70 | -4.71 | -14.52 | -10.73 | 1.39 | -5.06 | 1.23 | -5.07 | -2.03 |
| % Total Return Rel to Peer | 0.45 | -6.72 | 5.28 | -0.37 | -4.33 | -4.88 | 4.56 | -0.68 | 1.84 | -0.46 | 2.71 |
| % Perf Quintile vs Peer* | 0.00 | 5.00 | 2.00 | 4.00 | 4.00 | 5.00 | 1.00 | 3.00 | 3.00 | 4.00 | 2.00 |
| % Dividends | 0.35 | 0.71 | 0.44 | 0.49 | 0.50 | 0.55 | 0.44 | 0.49 | 0.45 | 0.45 | 0.42 |
| % Yield | 0.56 | 1.30 | 0.85 | 0.86 | 1.08 | 1.18 | 1.09 | 1.11 | 1.15 | 1.22 | 1.05 |
| Capital Gains ($) | 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 | 1.35 | 1.35 | 1.36 | 1.38 | 1.39 | 1.39 | 1.39 | 1.41 | 1.35 | 1.41 |
* 1 = Top 20%, 5 = Bottom 20%