Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| AMRMX (AMERICAN MUTUAL FUND CLASS A) | 5.70% | 16.31% | 15.26% | 10.07% | 11.15% | 11.19% | 9.20% | … | … |
Data as of 06/05/2026, Common starting date is 01/02/1986
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| AMRMX (AMERICAN MUTUAL FUND CLASS A) | 01/02/1986 | 06/05/2026 |
| Last 1 Week | 1 Yr | 3 Yr | 5 Yr | 10 Yr | 15 Yr | 20 Yr | Common | Inception | YTD | 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 | 2000 | 1999 | 1998 | 1997 | 1996 | 1995 | 1994 | 1993 | 1992 | 1991 | 1990 | 1989 | 1988 | 1987 | 1986 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return (%) | -0.79 | 16.31 | 15.26 | 10.07 | 11.15 | 11.19 | 9.20 | … | … | 5.70 | 16.08 | 14.93 | 9.43 | -4.49 | 25.00 | 4.71 | 21.73 | -2.08 | 17.69 | 14.17 | -2.91 | 12.79 | 27.93 | 12.33 | 4.79 | 12.23 | 25.42 | -30.05 | 3.26 | 16.23 | 4.95 | 10.74 | 23.33 | -12.00 | 6.64 | 9.13 | -0.15 | 14.67 | 26.44 | 16.22 | 25.44 | -3.83 | 8.74 | 3.01 | 17.79 | -2.66 | 20.58 | 8.78 | 0.25 | 11.71 |
| Sharpe Ratio | NA | 1.57 | 1.10 | 0.62 | 0.68 | NA | NA | … | … | 1.35 | 0.95 | 1.22 | 0.57 | -0.35 | 2.32 | 0.15 | 2.20 | -0.26 | 3.12 | 1.25 | -0.21 | 1.11 | 2.87 | 1.23 | 0.26 | 0.84 | 1.22 | -0.98 | 0.01 | 1.57 | 0.32 | 1.14 | 1.80 | -0.68 | 0.34 | 0.37 | -0.33 | 0.86 | 1.95 | 1.51 | 2.94 | -0.85 | 0.84 | 0.06 | 1.28 | -0.78 | 1.53 | 0.31 | -0.24 | 0.63 |
| Standard Deviation(%) | NA | 9.51 | 11.20 | 12.55 | 14.18 | NA | NA | … | … | 10.72 | 13.99 | 9.28 | 10.16 | 17.09 | 10.77 | 28.79 | 9.19 | 13.27 | 5.49 | 11.18 | 13.88 | 11.46 | 9.72 | 10.04 | 18.60 | 14.51 | 20.82 | 31.43 | 13.88 | 8.17 | 8.30 | 8.57 | 12.54 | 19.41 | 12.68 | 13.32 | 10.66 | 13.06 | 11.64 | 8.23 | 7.30 | 8.14 | 7.78 | 8.19 | 10.77 | 10.48 | 9.59 | 12.51 | 16.48 | 11.75 |
| Draw Down(%) | NA | 7.92 | 12.96 | 15.31 | 29.81 | NA | NA | … | … | 7.92 | 12.96 | 5.15 | 9.03 | 15.31 | 3.86 | 29.81 | 4.15 | 13.25 | 2.29 | 7.27 | 12.32 | 6.68 | 5.67 | 6.46 | 15.23 | 12.02 | 23.40 | 39.67 | 10.64 | 5.56 | 5.64 | 4.96 | 12.66 | 26.73 | 12.60 | 11.58 | 11.39 | 12.19 | 6.83 | 4.86 | 5.53 | 9.11 | 7.02 | 4.61 | 6.72 | 13.11 | 5.48 | 5.01 | 24.56 | 8.26 |
| Yield(%) | 0.00 | 7.74 | 6.77 | 5.81 | 6.76 | 8.02 | 6.78 | … | … | 0.37 | 8.15 | 6.78 | 3.96 | 4.45 | 5.63 | 1.96 | 5.54 | 6.04 | 6.72 | 5.32 | 5.96 | 5.88 | 4.80 | 2.58 | 2.56 | 2.67 | 3.43 | 2.90 | 6.54 | 4.82 | 5.75 | 2.01 | 2.93 | 3.63 | 5.79 | 8.51 | 19.52 | 12.76 | 12.78 | 10.02 | 4.17 | 3.87 | 4.03 | 4.18 | 4.74 | 4.84 | 5.61 | 5.49 | 5.89 | 4.46 |
Data as of 06/05/2026, Common starting date is 01/02/1986
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| AMRMX (AMERICAN MUTUAL FUND CLASS A) |
-11.35%
Feb 2006 – Feb 2009 |
-4.08%
Feb 2004 – Feb 2009 |
0.62%
Feb 1999 – Feb 2009 |
5.19%
Feb 1994 – Feb 2009 |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| AMRMX (AMERICAN MUTUAL FUND CLASS A) |
23.29%
Mar 1995 – Mar 1998 |
20.06%
Feb 2009 – Feb 2014 |
14.45%
Feb 2009 – Feb 2019 |
12.92%
Feb 2009 – Feb 2024 |
Annualized Rolling Returns Comparison Chart