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AMFCX: AMERICAN MUTUAL FUND CLASS C (MUTUAL FUND)
Basic Info 61.31 0.7(1.13%) June 05
| Asset Class: | LARGE VALUE |
| MyPlanIQ Rating: | (45%) |
| Start Date: | 04/06/2001 |
| Last Dividend Date: | 03/18/2026 |
| 12-Mo. Yield | 7.19% |
| Expenses | 0.38% |
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Performance Analytics (As of 06/05/2026)
| Last 1 Week* | YTD*(2026) | 1 Yr | 3 Yr | 5 Yr | 10 Yr | 15 Yr | 20 Yr | Inception** | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | 2013 | 2012 | 2011 | 2010 | 2009 | 2008 | 2007 | 2006 | 2005 | 2004 | 2003 | 2002 | 2001 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return(%) | -0.8 | 5.4 | 15.4 | 14.4 | 7.9 | 9.7 | 9.9 | 8.0 | 7.6 | 15.2 | 14.1 | 8.6 | -7.8 | 20.2 | 4.0 | 20.8 | -2.9 | 16.7 | 13.3 | -3.7 | 11.9 | 26.9 | 11.4 | 3.9 | 11.3 | 24.4 | -30.6 | 2.4 | 15.3 | 4.2 | 9.8 | 22.3 | -12.9 | 7.9 |
| Sharpe Ratio | NA | 0.97 | 1.33 | 0.99 | 0.43 | 0.57 | NA | NA | 0.43 | 0.89 | 1.13 | 0.49 | -0.53 | 1.86 | 0.13 | 2.1 | -0.32 | 2.95 | 1.17 | -0.27 | 1.04 | 2.76 | 1.14 | 0.21 | 0.77 | 1.17 | -1.0 | -0.05 | 1.46 | 0.23 | 1.02 | 1.72 | -0.73 | 0.74 |
| Draw Down(%) | NA | 8.0 | 8.0 | 13.0 | 15.6 | 29.9 | NA | NA | 49.4 | 13.0 | 5.2 | 9.2 | 15.6 | 4.6 | 29.9 | 4.2 | 13.4 | 2.4 | 7.3 | 12.6 | 6.7 | 5.7 | 6.5 | 15.3 | 12.2 | 23.5 | 40.1 | 10.9 | 5.6 | 5.7 | 5.2 | 12.8 | 27.1 | 12.9 |
| Standard Deviation(%) | NA | 10.8 | 9.6 | 11.2 | 12.7 | 14.2 | NA | NA | 15.0 | 14.0 | 9.3 | 10.2 | 17.4 | 10.9 | 28.7 | 9.2 | 13.3 | 5.5 | 11.1 | 13.9 | 11.4 | 9.7 | 10.0 | 18.6 | 14.5 | 20.8 | 31.4 | 13.9 | 8.1 | 8.3 | 8.6 | 12.5 | 19.4 | 12.2 |
| Treynor Ratio | NA | 0.12 | 0.15 | 0.13 | 0.06 | 0.1 | NA | NA | 0.08 | 0.14 | 0.12 | 0.06 | -0.1 | 0.26 | 0.05 | 0.25 | -0.05 | 0.23 | 0.16 | -0.04 | 0.13 | 0.32 | 0.15 | 0.05 | 0.14 | 0.38 | -0.44 | -0.01 | 0.14 | 0.03 | 0.11 | 0.3 | -0.2 | 0.15 |
| Alpha | NA | -0.04 | -0.02 | -0.01 | -0.01 | 0.0 | NA | NA | 0.0 | 0.01 | 0.0 | 0.0 | -0.03 | 0.0 | 0.0 | 0.0 | 0.01 | 0.02 | 0.0 | -0.01 | 0.0 | 0.0 | 0.0 | 0.01 | 0.0 | 0.04 | -0.03 | 0.01 | -0.01 | -0.01 | -0.01 | 0.0 | 0.01 | 0.05 |
| Beta | NA | 0.86 | 0.83 | 0.87 | 0.87 | 0.82 | NA | NA | 0.76 | 0.89 | 0.85 | 0.83 | 0.9 | 0.78 | 0.79 | 0.77 | 0.83 | 0.71 | 0.82 | 0.89 | 0.94 | 0.85 | 0.77 | 0.77 | 0.78 | 0.64 | 0.71 | 0.81 | 0.83 | 0.77 | 0.79 | 0.72 | 0.69 | 0.62 |
| RSquared | NA | 0.8 | 0.78 | 0.9 | 0.91 | 0.94 | NA | NA | 0.94 | 0.92 | 0.91 | 0.95 | 0.95 | 0.85 | 0.97 | 0.93 | 0.97 | 0.83 | 0.95 | 0.98 | 0.8 | 0.94 | 0.95 | 0.98 | 0.97 | 0.94 | 0.97 | 0.98 | 0.94 | 0.95 | 0.96 | 0.97 | 0.97 | 0.93 |
| Yield(%) | N/A | 0.2 | N/A | N/A | N/A | N/A | N/A | N/A | N/A | 7.5 | 6.1 | 3.3 | 1.1 | 1.2 | 1.3 | 4.8 | 5.3 | 5.9 | 4.5 | 5.2 | 5.1 | 4.0 | 1.8 | 1.8 | 1.9 | 2.6 | 2.2 | 5.7 | 4.0 | 5.1 | 1.2 | 2.1 | 2.7 | 4.5 |
| Dividend Growth(%) | N/A | -97.4 | N/A | N/A | N/A | N/A | N/A | N/A | N/A | 32.9 | 97.3 | 157.5 | 19.3 | -8.7 | -68.7 | -18.5 | -0.8 | 44.8 | -22.0 | 10.6 | 53.7 | 149.0 | 1.6 | 3.0 | -14.7 | -16.7 | -63.2 | 58.6 | -20.6 | 357.1 | -33.4 | -33.9 | -36.5 | N/A |
*: NOT annualized;YTD: Year to Date
**Inception: starting from 04/04/2001
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