Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| FFFMX (American Funds American Mutual Fund Class 529-F-3) | 5.36% | 15.34% | 15.03% | 10.24% | NA | NA | NA | … | … |
Data as of 06/10/2026, Common starting date is 11/02/2020
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| FFFMX (American Funds American Mutual Fund Class 529-F-3) | 11/02/2020 | 06/10/2026 |
| Last 1 Week | 1 Yr | 3 Yr | 5 Yr | 10 Yr | 15 Yr | 20 Yr | Common | Inception | YTD | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return (%) | -0.98 | 15.34 | 15.03 | 10.24 | NA | NA | NA | … | … | 5.36 | 16.36 | 15.23 | 9.71 | -4.25 | 25.30 | 10.15 |
| Sharpe Ratio | NA | 1.46 | 1.10 | 0.62 | NA | NA | NA | … | … | 1.07 | 0.97 | 1.25 | 0.60 | -0.33 | 2.35 | 6.65 |
| Standard Deviation(%) | NA | 9.56 | 11.21 | 12.54 | NA | NA | NA | … | … | 10.84 | 13.96 | 9.28 | 10.13 | 17.09 | 10.76 | 12.20 |
| Draw Down(%) | NA | 7.91 | 12.92 | 15.20 | NA | NA | NA | … | … | 7.91 | 12.92 | 5.14 | 8.95 | 15.20 | 3.84 | 1.85 |
| Yield(%) | 0.00 | 7.95 | 7.00 | 6.08 | 3.91 | 2.60 | 1.95 | … | … | 0.43 | 8.42 | 7.06 | 4.23 | 4.69 | 5.92 | 0.67 |
Data as of 06/10/2026, Common starting date is 11/02/2020
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| FFFMX (American Funds American Mutual Fund Class 529-F-3) |
6.57%
Dec 2021 – Dec 2024 |
10.06%
Mar 2021 – Mar 2026 |
0.00%
NA |
0.00%
NA |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| FFFMX (American Funds American Mutual Fund Class 529-F-3) |
17.19%
Sep 2022 – Sep 2025 |
12.88%
Feb 2021 – Feb 2026 |
0.00%
NA |
0.00%
NA |
Annualized Rolling Returns Comparison Chart