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AMFFX: AMERICAN MUTUAL FUND CLASS F-1 (MUTUAL FUND)
Basic Info 57.2 0.17(0.30%) May 30
| Asset Class: | LARGE VALUE |
| MyPlanIQ Rating: | (50%) |
| Start Date: | 03/15/2001 |
| Last Dividend Date: | 03/12/2025 |
| 12-Mo. Yield | 1.75% |
| Expenses | 0.38% |
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Performance Analytics (As of 05/30/2025)
| Last 1 Week* | YTD*(2025) | 1 Yr | 3 Yr | 5 Yr | 10 Yr | 15 Yr | 20 Yr | Since 03/15/2001 |
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(%) | 1.8 | 4.3 | 9.1 | 5.3 | 9.5 | 8.3 | 10.4 | 8.1 | 7.7 | 10.0 | 7.6 | -7.1 | 21.1 | 4.7 | 21.7 | -2.2 | 17.6 | 14.1 | -3.0 | 12.7 | 27.9 | 12.2 | 4.8 | 12.2 | 25.4 | -30.0 | 3.2 | 16.2 | 5.0 | 10.6 | 23.1 | -12.3 | 7.1 |
| Sharpe Ratio | NA | 0.4 | 0.38 | 0.15 | 0.55 | 0.47 | NA | NA | 0.43 | 0.32 | 0.33 | -0.49 | 1.94 | 0.15 | 2.21 | -0.27 | 3.11 | 1.24 | -0.22 | 1.1 | 2.86 | 1.22 | 0.25 | 0.83 | 1.22 | -0.98 | 0.02 | 1.59 | 0.34 | 1.14 | 1.79 | -0.69 | 0.54 |
| Draw Down(%) | NA | 13.3 | 15.8 | 15.8 | 15.8 | 29.8 | NA | NA | 48.7 | 9.2 | 9.0 | 15.3 | 4.6 | 29.8 | 4.1 | 13.3 | 2.3 | 7.3 | 12.4 | 6.7 | 5.7 | 6.4 | 15.2 | 12.1 | 23.4 | 39.6 | 10.6 | 5.6 | 5.7 | 5.0 | 12.7 | 26.8 | 12.6 |
| Standard Deviation(%) | NA | 19.4 | 15.3 | 13.7 | 13.7 | 14.7 | NA | NA | 15.2 | 10.5 | 10.1 | 17.4 | 10.9 | 28.7 | 9.2 | 13.3 | 5.5 | 11.2 | 13.9 | 11.5 | 9.7 | 10.1 | 18.6 | 14.5 | 20.8 | 31.4 | 13.9 | 8.2 | 8.3 | 8.5 | 12.5 | 19.4 | 13.0 |
| Treynor Ratio | NA | 0.08 | 0.06 | 0.02 | 0.09 | 0.08 | NA | NA | 0.09 | 0.04 | 0.04 | -0.1 | 0.27 | 0.06 | 0.26 | -0.04 | 0.24 | 0.17 | -0.03 | 0.13 | 0.33 | 0.16 | 0.06 | 0.16 | 0.4 | -0.43 | 0.0 | 0.16 | 0.04 | 0.12 | 0.31 | -0.19 | 0.11 |
| Alpha | NA | 0.03 | 0.0 | -0.01 | -0.01 | 0.0 | NA | NA | 0.01 | -0.02 | 0.0 | -0.02 | 0.0 | 0.01 | 0.01 | 0.01 | 0.02 | 0.0 | -0.01 | 0.0 | 0.0 | 0.0 | 0.01 | 0.0 | 0.04 | -0.02 | 0.01 | -0.01 | 0.0 | -0.01 | 0.0 | 0.01 | 0.05 |
| Beta | NA | 0.92 | 0.91 | 0.89 | 0.85 | 0.82 | NA | NA | 0.76 | 0.87 | 0.82 | 0.9 | 0.79 | 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 | 0.96 | 0.88 | 0.91 | 0.9 | 0.94 | NA | NA | 0.94 | 0.77 | 0.91 | 0.95 | 0.85 | 0.97 | 0.93 | 0.97 | 0.83 | 0.95 | 0.98 | 0.79 | 0.94 | 0.95 | 0.98 | 0.97 | 0.94 | 0.97 | 0.98 | 0.94 | 0.95 | 0.96 | 0.97 | 0.97 | 0.94 |
| Yield(%) | N/A | 0.4 | 1.8 | 1.9 | 2.3 | 4.1 | 6.3 | 5.2 | N/A | 1.8 | 2.2 | 1.8 | 1.9 | 1.9 | 5.5 | 6.0 | 6.6 | 5.3 | 5.9 | 5.8 | 4.7 | 2.5 | 2.5 | 2.7 | 3.4 | 2.9 | 6.5 | 4.8 | 5.8 | 1.9 | 2.8 | 3.4 | 5.6 |
| Dividend Growth(%) | N/A | -77.5 | -12.0 | -21.2 | -57.6 | 35.1 | N/A | N/A | N/A | -11.9 | 12.1 | 11.9 | 0.2 | -58.9 | -16.4 | -0.2 | 39.7 | -19.8 | 9.5 | 45.8 | 106.6 | 3.0 | 3.9 | -7.5 | -16.5 | -57.7 | 49.6 | -16.6 | 222.9 | -20.4 | -26.8 | -38.8 | N/A |
*: NOT annualized;YTD: Year to Date
**Inception: starting from 03/15/2001
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