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RMFGX: AMERICAN MUTUAL FUND CLASS R-6 (MUTUAL FUND)
Basic Info 56.1 0.82(1.48%) May 02
| Asset Class: | LARGE VALUE |
| MyPlanIQ Rating: | (22%) |
| Start Date: | 05/04/2009 |
| Last Dividend Date: | 12/17/2024 |
| 12-Mo. Yield | 1.68% |
| Expenses | 0.38% |
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Performance Analytics (As of 05/02/2025)
| Last 1 Week* | YTD*(2025) | 1 Yr | 3 Yr | 5 Yr | 10 Yr | 15 Yr | Since 05/04/2009 |
2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | 2013 | 2012 | 2011 | 2010 | 2009 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return(%) | 3.0 | 1.6 | 8.6 | 5.7 | 10.6 | 8.3 | 10.0 | 11.1 | 10.4 | 8.0 | -6.8 | 21.6 | 5.1 | 22.1 | -1.8 | 18.0 | 13.9 | -2.6 | 13.0 | 28.3 | 12.7 | 5.1 | 12.6 | 22.8 |
| Sharpe Ratio | NA | 0.1 | 0.15 | 0.1 | 0.58 | 0.45 | NA | 0.71 | 0.36 | 0.37 | -0.47 | 1.98 | 0.17 | 2.25 | -0.24 | 3.17 | 1.22 | -0.19 | 1.29 | 2.9 | 1.27 | 0.27 | 0.86 | 2.45 |
| Draw Down(%) | NA | 13.3 | 15.7 | 15.7 | 15.7 | 29.8 | NA | 29.8 | 9.2 | 8.9 | 15.2 | 4.5 | 29.8 | 4.1 | 13.2 | 2.3 | 7.2 | 12.2 | 6.7 | 5.6 | 6.4 | 15.2 | 12.0 | 6.0 |
| Standard Deviation(%) | NA | 20.6 | 15.1 | 13.9 | 13.7 | 14.7 | NA | 14.1 | 10.5 | 10.1 | 17.4 | 10.9 | 28.7 | 9.2 | 13.3 | 5.5 | 11.2 | 13.9 | 10.0 | 9.7 | 10.1 | 18.6 | 14.5 | 14.7 |
| Treynor Ratio | NA | 0.02 | 0.02 | 0.02 | 0.09 | 0.08 | NA | 0.12 | 0.04 | 0.05 | -0.09 | 0.27 | 0.06 | 0.27 | -0.04 | 0.24 | 0.17 | -0.03 | 0.14 | 0.33 | 0.16 | 0.07 | 0.16 | 0.55 |
| Alpha | NA | 0.02 | 0.0 | -0.01 | -0.01 | 0.0 | NA | 0.0 | -0.01 | 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 |
| Beta | NA | 0.92 | 0.91 | 0.88 | 0.84 | 0.83 | NA | 0.81 | 0.87 | 0.81 | 0.9 | 0.79 | 0.79 | 0.77 | 0.83 | 0.74 | 0.82 | 0.89 | 0.9 | 0.85 | 0.77 | 0.77 | 0.78 | 0.66 |
| RSquared | NA | 0.97 | 0.87 | 0.91 | 0.9 | 0.94 | NA | 0.94 | 0.77 | 0.92 | 0.95 | 0.85 | 0.97 | 0.93 | 0.97 | 0.89 | 0.95 | 0.98 | 0.96 | 0.94 | 0.95 | 0.98 | 0.97 | 0.92 |
| Yield(%) | N/A | 0.0 | 1.7 | 2.1 | 2.8 | 4.4 | 6.2 | N/A | 2.2 | 2.6 | 2.1 | 2.3 | 2.3 | 5.9 | 6.3 | 7.0 | 5.0 | 6.2 | 6.2 | 5.1 | 2.9 | 2.9 | 3.0 | 2.1 |
| Dividend Growth(%) | N/A | -100.0 | -29.5 | -23.7 | -53.5 | N/A | N/A | N/A | -8.2 | 9.9 | 9.7 | 0.1 | -53.4 | -15.4 | -0.1 | 55.3 | -27.8 | 8.6 | 43.4 | 95.9 | 4.3 | 4.4 | 72.1 | N/A |
*: NOT annualized;YTD: Year to Date
**Inception: starting from 05/04/2009
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