Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| RMFHX (AMERICAN MUTUAL FUND CLASS R-5E) | 5.33% | 15.24% | 14.94% | 10.15% | 11.30% | NA | NA | … | … |
Data as of 06/10/2026, Common starting date is 11/23/2015
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| RMFHX (AMERICAN MUTUAL FUND CLASS R-5E) | 11/23/2015 | 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 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return (%) | -0.99 | 15.24 | 14.94 | 10.15 | 11.30 | NA | NA | … | … | 5.33 | 16.25 | 15.12 | 9.61 | -4.32 | 25.23 | 4.93 | 21.97 | -1.96 | 17.86 | 14.25 | -2.18 |
| Sharpe Ratio | NA | 1.44 | 1.09 | 0.61 | 0.69 | NA | NA | … | … | 1.06 | 0.96 | 1.24 | 0.59 | -0.34 | 2.34 | 0.16 | 2.22 | -0.25 | 3.14 | 1.26 | -1.30 |
| Standard Deviation(%) | NA | 9.61 | 11.22 | 12.55 | 14.17 | NA | NA | … | … | 10.83 | 13.98 | 9.28 | 10.13 | 17.08 | 10.76 | 28.75 | 9.21 | 13.28 | 5.50 | 11.15 | 14.98 |
| Draw Down(%) | NA | 7.91 | 12.93 | 15.22 | 29.80 | NA | NA | … | … | 7.91 | 12.93 | 5.13 | 8.96 | 15.22 | 3.84 | 29.80 | 4.13 | 13.21 | 2.28 | 7.27 | 4.40 |
| Yield(%) | 0.00 | 7.87 | 6.91 | 6.00 | 6.99 | 4.98 | 3.73 | … | … | 0.41 | 8.33 | 6.97 | 4.15 | 4.63 | 5.86 | 2.16 | 5.77 | 6.22 | 6.87 | 5.43 | 4.63 |
Data as of 06/10/2026, Common starting date is 11/23/2015
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| RMFHX (AMERICAN MUTUAL FUND CLASS R-5E) |
3.29%
Mar 2017 – Mar 2020 |
7.17%
Sep 2018 – Sep 2023 |
10.96%
Mar 2016 – Mar 2026 |
0.00%
NA |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| RMFHX (AMERICAN MUTUAL FUND CLASS R-5E) |
17.08%
Sep 2022 – Sep 2025 |
14.73%
Mar 2020 – Mar 2025 |
12.37%
Feb 2016 – Feb 2026 |
0.00%
NA |
Annualized Rolling Returns Comparison Chart