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RMFBX: AMERICAN MUTUAL FUND CLASS R-2 (MUTUAL FUND)
Basic Info 59.06 0.2(0.34%) July 11
| Asset Class: | LARGE VALUE |
| MyPlanIQ Rating: | (44%) |
| Start Date: | 06/10/2002 |
| Last Dividend Date: | 03/12/2025 |
| 12-Mo. Yield | 0.77% |
| Expenses | 0.38% |
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Performance Analytics (As of 07/11/2025)
| Last 1 Week* | YTD*(2025) | 1 Yr | 3 Yr | 5 Yr | 10 Yr | 15 Yr | 20 Yr | Since 06/10/2002 |
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(%) | -0.1 | 9.0 | 9.1 | 8.6 | 9.5 | 8.2 | 9.8 | 7.4 | 7.1 | 9.2 | 6.8 | -7.9 | 20.2 | 3.9 | 20.8 | -2.9 | 16.7 | 13.3 | -3.7 | 11.9 | 26.9 | 11.4 | 4.0 | 11.3 | 24.3 | -30.7 | 2.4 | 15.3 | 4.0 | 9.8 | 22.2 | -14.7 |
| Sharpe Ratio | NA | 0.85 | 0.38 | 0.39 | 0.56 | 0.46 | NA | NA | 0.39 | 0.24 | 0.25 | -0.53 | 1.85 | 0.13 | 2.1 | -0.32 | 2.92 | 1.17 | -0.27 | 1.04 | 2.76 | 1.14 | 0.21 | 0.77 | 1.17 | -1.0 | -0.04 | 1.48 | 0.22 | 1.03 | 1.71 | -1.08 |
| Draw Down(%) | NA | 13.0 | 15.7 | 15.7 | 15.7 | 29.9 | NA | NA | 49.5 | 9.3 | 9.2 | 15.6 | 4.6 | 29.9 | 4.2 | 13.4 | 2.4 | 7.3 | 12.6 | 6.7 | 5.8 | 6.5 | 15.3 | 12.2 | 23.5 | 40.1 | 10.9 | 5.6 | 5.8 | 5.1 | 12.8 | 24.0 |
| Standard Deviation(%) | NA | 17.5 | 15.3 | 13.2 | 13.3 | 14.7 | NA | NA | 15.3 | 10.5 | 10.0 | 17.4 | 10.9 | 28.8 | 9.2 | 13.3 | 5.5 | 11.2 | 13.9 | 11.4 | 9.7 | 10.0 | 18.6 | 14.5 | 20.7 | 31.4 | 13.9 | 8.1 | 8.3 | 8.6 | 12.6 | 23.8 |
| Treynor Ratio | NA | 0.16 | 0.06 | 0.06 | 0.09 | 0.08 | NA | NA | 0.08 | 0.03 | 0.03 | -0.1 | 0.26 | 0.05 | 0.25 | -0.05 | 0.22 | 0.16 | -0.04 | 0.13 | 0.32 | 0.15 | 0.05 | 0.14 | 0.38 | -0.44 | -0.01 | 0.14 | 0.02 | 0.11 | 0.3 | -0.36 |
| Alpha | NA | 0.02 | -0.01 | -0.01 | -0.01 | 0.0 | NA | NA | 0.0 | -0.02 | -0.01 | -0.03 | 0.0 | 0.01 | 0.0 | 0.01 | 0.01 | 0.0 | -0.01 | 0.0 | 0.0 | 0.0 | 0.01 | 0.0 | 0.04 | -0.03 | 0.01 | -0.01 | -0.01 | -0.01 | 0.0 | -0.04 |
| Beta | NA | 0.91 | 0.91 | 0.88 | 0.86 | 0.81 | NA | NA | 0.76 | 0.87 | 0.81 | 0.9 | 0.79 | 0.77 | 0.77 | 0.83 | 0.74 | 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 | 0.73 | 0.71 |
| RSquared | NA | 0.96 | 0.88 | 0.9 | 0.9 | 0.92 | NA | NA | 0.93 | 0.77 | 0.92 | 0.95 | 0.85 | 0.91 | 0.93 | 0.97 | 0.89 | 0.95 | 0.98 | 0.81 | 0.94 | 0.95 | 0.98 | 0.97 | 0.94 | 0.97 | 0.98 | 0.94 | 0.96 | 0.96 | 0.97 | 0.96 |
| Yield(%) | N/A | 0.2 | 0.8 | 1.2 | 1.4 | 3.3 | 4.9 | 4.0 | N/A | 1.1 | 1.5 | 1.1 | 1.1 | 1.3 | 4.7 | 5.3 | 5.9 | 4.5 | 5.2 | 5.1 | 4.0 | 1.8 | 1.8 | 1.8 | 2.5 | 2.1 | 5.7 | 4.0 | 4.9 | 1.2 | 2.2 | 0.0 |
| Dividend Growth(%) | N/A | -79.3 | -41.4 | -36.8 | -71.3 | 30.8 | N/A | N/A | N/A | -24.1 | 22.3 | 18.0 | -9.2 | -68.8 | -18.7 | -1.0 | 44.9 | -22.3 | 10.8 | 52.7 | 150.7 | 2.5 | 3.3 | -11.7 | -17.1 | -64.6 | 58.4 | -18.7 | 341.6 | -36.0 | N/A | N/A |
*: NOT annualized;YTD: Year to Date
**Inception: starting from 06/10/2002
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See LARGE VALUE Asset Class Trend Rankings |
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