Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| AMFBX (AMERICAN MUTUAL FUND CLASS B) | NA | 14.72% | 8.43% | 11.67% | 5.99% | 6.32% | NA | … | … |
Data as of 04/10/2017, Common starting date is 04/03/2000
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| AMFBX (AMERICAN MUTUAL FUND CLASS B) | 04/03/2000 | 04/10/2017 |
| Last 1 Week | 1 Yr | 3 Yr | 5 Yr | 10 Yr | 15 Yr | 20 Yr | Common | Inception | 2017 | 2016 | 2015 | 2014 | 2013 | 2012 | 2011 | 2010 | 2009 | 2008 | 2007 | 2006 | 2005 | 2004 | 2003 | 2002 | 2001 | 2000 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return (%) | 0.10 | 14.72 | 8.43 | 11.67 | 5.99 | 6.32 | NA | … | … | 4.28 | 13.32 | -3.56 | 11.76 | 26.92 | 11.50 | 3.97 | 11.32 | 24.49 | -30.58 | 2.52 | 15.36 | 4.07 | 9.90 | 22.36 | -12.87 | 5.83 | 9.07 |
| Sharpe Ratio | NA | 1.69 | 0.70 | 1.03 | 0.33 | NA | NA | … | … | 3.05 | 1.17 | -0.26 | 1.04 | 2.77 | 1.15 | 0.21 | 0.77 | 1.17 | -1.00 | -0.04 | 1.48 | 0.23 | 1.05 | 1.72 | -0.72 | 0.28 | 0.71 |
| Standard Deviation(%) | NA | 8.38 | 11.85 | 11.24 | 16.80 | NA | NA | … | … | 5.37 | 11.15 | 13.87 | 11.30 | 9.72 | 10.05 | 18.64 | 14.52 | 20.78 | 31.41 | 13.85 | 8.16 | 8.34 | 8.52 | 12.56 | 19.39 | 12.65 | 11.63 |
| Draw Down(%) | NA | 5.11 | 12.96 | 12.96 | 49.34 | NA | NA | … | … | 1.70 | 7.29 | 12.57 | 6.75 | 5.72 | 6.51 | 15.31 | 12.17 | 23.46 | 40.08 | 10.88 | 5.63 | 5.75 | 5.10 | 12.77 | 27.07 | 12.81 | 7.14 |
| Yield(%) | 0.00 | 3.83 | 4.82 | 4.94 | 3.44 | 3.79 | 3.63 | … | … | 0.00 | 4.31 | 5.18 | 5.07 | 3.93 | 1.75 | 1.77 | 1.90 | 2.65 | 2.24 | 5.77 | 4.02 | 4.98 | 1.25 | 2.15 | 2.79 | 5.15 | 7.26 |
Data as of 04/10/2017, Common starting date is 04/03/2000
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| AMFBX (AMERICAN MUTUAL FUND CLASS B) |
-12.01%
Feb 2006 – Feb 2009 |
-4.82%
Feb 2004 – Feb 2009 |
3.15%
Aug 2000 – Aug 2010 |
5.42%
Jan 2001 – Jan 2016 |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| AMFBX (AMERICAN MUTUAL FUND CLASS B) |
21.18%
Feb 2009 – Feb 2012 |
19.14%
Feb 2009 – Feb 2014 |
7.81%
Mar 2003 – Mar 2013 |
6.83%
Jun 2000 – Jun 2015 |
Annualized Rolling Returns Comparison Chart