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American Mutual Fund, Class R-4 Shares: (MF: RMFEX)
(NASDAQ Mutual Funds) As of Aug 23, 2024 08:00 PM ET
$57.70 USD
+0.51 (0.89%)
Zacks MF Rank
1-Strong Buy of 5 1
Latest Performance as of Jul 31, 2024
| Total Return %* | Percentile Rank Objective | |
|---|---|---|
| YTD | 12.17 | 50 |
| 3 months | 8.62 | 29 |
| 6 months | 11.36 | 54 |
| 1 Year | 15.57 | 53 |
| 3 Year | 8.29 | 36 |
| 5 Year | 10.46 | 55 |
| 10 Year | 9.81 | 43 |
* Annual for three years and beyond.
| Bull Market (9/02 - 10/07) | 93.26 |
| Bear Market (10/07 - 2/09) | -43.32 |
| Bull Market (2/09 - 3/21) | 558.20 |
Load Adjusted Returns as of Jul 31, 2024
| 1 Year | 13.69 |
| 5 Year | 9.65 |
| 10 Year | 9.11 |
| Since Inception | 11.31 |
Quarterly Return
| 1st Qtr. | 2nd Qtr. | 3rd Qtr. | 4th Qtr. | |
|---|---|---|---|---|
| 2024 | 7.08 | 0.45 | NA | NA |
| 2023 | 0.71 | 2.71 | -3.28 | 9.28 |
| 2022 | 0.01 | -8.41 | -6.23 | 10.86 |
| 2021 | 7.84 | 5.09 | -0.37 | 10.63 |
| 2020 | -18.23 | 12.94 | 4.74 | 8.15 |
| 2019 | 8.94 | 3.07 | 2.50 | 5.70 |
Annual Return
| 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | |
|---|---|---|---|---|---|---|---|---|---|---|---|
| % Total Return | 12.17 | 9.33 | -4.78 | 24.91 | 4.62 | 21.66 | -2.27 | 17.58 | 14.02 | -2.94 | 12.44 |
| % Total Return Rel to Index | -4.53 | -16.90 | 13.41 | -3.76 | -13.77 | -9.82 | 2.11 | -4.21 | 2.08 | -4.33 | -1.20 |
| % Total Return Rel to Peer | -0.12 | -5.94 | 6.00 | 0.57 | -3.58 | -3.97 | 5.28 | 0.17 | 2.69 | 0.27 | 3.55 |
| % Perf Quintile vs Peer* | 0.00 | 4.00 | 2.00 | 3.00 | 4.00 | 5.00 | 1.00 | 3.00 | 2.00 | 3.00 | 2.00 |
| % Dividends | 0.42 | 1.06 | 0.80 | 0.85 | 0.81 | 0.86 | 0.75 | 0.78 | 0.71 | 0.71 | 0.69 |
| % Yield | 0.71 | 1.96 | 1.54 | 1.47 | 1.72 | 1.82 | 1.81 | 1.75 | 1.79 | 1.92 | 1.70 |
| Capital Gains ($) | 0.00 | 0.83 | 1.39 | 1.61 | 0.00 | 1.19 | 1.63 | 1.67 | 1.01 | 1.45 | 1.28 |
| Expense Ratio | 0.62 | 0.62 | 0.61 | 0.62 | 0.63 | 0.64 | 0.65 | 0.64 | 0.67 | 0.64 | 0.66 |
* 1 = Top 20%, 5 = Bottom 20%