Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| RMFAX (AMERICAN MUTUAL FUND CLASS R-1) | 4.89% | 14.18% | 13.86% | 7.83% | 9.59% | 9.91% | 8.08% | … | … |
Data as of 06/10/2026, Common starting date is 06/10/2002
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| RMFAX (AMERICAN MUTUAL FUND CLASS R-1) | 06/10/2002 | 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 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | 2013 | 2012 | 2011 | 2010 | 2009 | 2008 | 2007 | 2006 | 2005 | 2004 | 2003 | 2002 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return (%) | -1.00 | 14.18 | 13.86 | 7.83 | 9.59 | 9.91 | 8.08 | … | … | 4.89 | 15.17 | 14.04 | 8.58 | -7.84 | 20.20 | 3.89 | 20.74 | -2.90 | 16.69 | 13.26 | -3.72 | 11.84 | 26.90 | 11.41 | 3.92 | 11.30 | 24.47 | -30.58 | 2.35 | 15.25 | 4.00 | 9.74 | 22.21 | -14.63 |
| Sharpe Ratio | NA | 1.33 | 0.99 | 0.42 | 0.56 | NA | NA | … | … | 0.96 | 0.88 | 1.12 | 0.49 | -0.53 | 1.85 | 0.13 | 2.09 | -0.32 | 2.92 | 1.17 | -0.27 | 1.04 | 2.77 | 1.14 | 0.21 | 0.77 | 1.17 | -1.00 | -0.06 | 1.45 | 0.21 | 1.02 | 1.71 | -1.07 |
| Standard Deviation(%) | NA | 9.61 | 11.23 | 12.66 | 14.22 | NA | NA | … | … | 10.84 | 13.99 | 9.29 | 10.15 | 17.39 | 10.91 | 28.72 | 9.21 | 13.28 | 5.51 | 11.19 | 13.89 | 11.37 | 9.71 | 10.05 | 18.67 | 14.50 | 20.78 | 31.37 | 13.85 | 8.18 | 8.33 | 8.56 | 12.56 | 23.84 |
| Draw Down(%) | NA | 7.98 | 13.03 | 15.64 | 29.86 | NA | NA | … | … | 7.98 | 13.03 | 5.17 | 9.21 | 15.64 | 4.58 | 29.86 | 4.15 | 13.42 | 2.39 | 7.30 | 12.60 | 6.73 | 5.76 | 6.55 | 15.26 | 12.16 | 23.48 | 40.06 | 10.89 | 5.63 | 5.77 | 5.15 | 12.78 | 23.99 |
| Yield(%) | 0.00 | 7.00 | 5.92 | 3.86 | 4.96 | 6.08 | 5.24 | … | … | 0.17 | 7.42 | 6.01 | 3.22 | 1.11 | 1.11 | 1.22 | 4.68 | 5.26 | 5.88 | 4.49 | 5.20 | 5.06 | 3.92 | 1.78 | 1.76 | 1.89 | 2.65 | 2.23 | 5.63 | 3.94 | 4.88 | 1.16 | 2.25 | 0.00 |
Data as of 06/10/2026, Common starting date is 06/10/2002
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| RMFAX (AMERICAN MUTUAL FUND CLASS R-1) |
-12.07%
Feb 2006 – Feb 2009 |
-4.89%
Feb 2004 – Feb 2009 |
5.37%
Jul 2002 – Jul 2012 |
5.97%
Mar 2005 – Mar 2020 |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| RMFAX (AMERICAN MUTUAL FUND CLASS R-1) |
21.13%
Feb 2009 – Feb 2012 |
19.08%
Feb 2009 – Feb 2014 |
13.51%
Feb 2009 – Feb 2019 |
11.56%
Feb 2009 – Feb 2024 |
Annualized Rolling Returns Comparison Chart