Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Inception |
|---|---|---|---|---|---|---|---|---|
| AMFCX (AMERICAN MUTUAL FUND CLASS C) | 9.10% | 7.52% | 9.08% | 8.95% | 8.11% | 9.86% | 7.41% | 7.25% |
Data as of 07/17/2025, AR inception is 04/06/2001
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| AMFCX (AMERICAN MUTUAL FUND CLASS C) | 04/06/2001 | 07/17/2025 |
| Last 1 Week | 1 Yr | 3 Yr | 5 Yr | 10 Yr | 15 Yr | 20 Yr | Inception | YTD | 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 (%) | -0.24 | 7.52 | 9.08 | 8.95 | 8.11 | 9.86 | 7.41 | 7.25 | 9.10 | 9.15 | 6.78 | -7.83 | 20.24 | 3.95 | 20.82 | -2.87 | 16.75 | 13.29 | -3.67 | 11.88 | 26.89 | 11.42 | 3.94 | 11.31 | 24.41 | -30.59 | 2.42 | 15.29 | 4.20 | 9.76 | 22.26 | -12.92 | 7.88 |
| Sharpe Ratio | NA | 0.38 | 0.40 | 0.56 | 0.46 | NA | NA | 0.40 | 0.85 | 0.24 | 0.25 | -0.53 | 1.86 | 0.13 | 2.11 | -0.32 | 2.95 | 1.17 | -0.27 | 1.04 | 2.76 | 1.14 | 0.21 | 0.77 | 1.17 | -1.00 | -0.04 | 1.48 | 0.24 | 1.03 | 1.72 | -0.72 | 0.75 |
| Standard Deviation(%) | NA | 15.35 | 13.23 | 13.27 | 14.69 | NA | NA | 15.16 | 17.47 | 10.49 | 10.06 | 17.40 | 10.90 | 28.73 | 9.20 | 13.27 | 5.48 | 11.14 | 13.89 | 11.39 | 9.72 | 10.05 | 18.64 | 14.50 | 20.83 | 31.42 | 13.86 | 8.15 | 8.30 | 8.57 | 12.52 | 19.39 | 12.17 |
| Draw Down(%) | NA | 15.73 | 15.73 | 15.73 | 29.86 | NA | NA | 49.37 | 13.03 | 9.27 | 9.19 | 15.62 | 4.59 | 29.86 | 4.16 | 13.40 | 2.36 | 7.30 | 12.58 | 6.72 | 5.74 | 6.53 | 15.31 | 12.20 | 23.46 | 40.06 | 10.88 | 5.64 | 5.74 | 5.16 | 12.78 | 27.12 | 12.95 |
| Yield(%) | 0.00 | 0.77 | 1.25 | 1.36 | 3.36 | 4.96 | 4.08 | 4.37 | 0.21 | 1.09 | 1.50 | 1.15 | 1.16 | 1.28 | 4.77 | 5.33 | 5.95 | 4.54 | 5.24 | 5.10 | 3.95 | 1.76 | 1.77 | 1.87 | 2.63 | 2.21 | 5.74 | 3.98 | 5.07 | 1.19 | 2.10 | 2.74 | 4.47 |
Data as of 07/17/2025, AR inception is 04/06/2001
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| AMFCX (AMERICAN MUTUAL FUND CLASS C) |
-12.06%
Feb 2006 - Feb 2009 |
-4.85%
Feb 2004 - Feb 2009 |
3.30%
Aug 2001 - Aug 2011 |
5.74%
May 2001 - May 2016 |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| AMFCX (AMERICAN MUTUAL FUND CLASS C) |
21.15%
Feb 2009 - Feb 2012 |
19.09%
Feb 2009 - Feb 2014 |
13.54%
Feb 2009 - Feb 2019 |
11.47%
Feb 2009 - Feb 2024 |
Annualized Rolling Returns Comparison Chart