Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| CMLBX (AMERICAN MUTUAL FUND CLASS 529-B) | NA | 14.63% | 8.32% | 11.54% | 5.87% | 5.93% | NA | … | … |
Data as of 04/10/2017, Common starting date is 03/15/2002
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| CMLBX (AMERICAN MUTUAL FUND CLASS 529-B) | 03/15/2002 | 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 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return (%) | 0.08 | 14.63 | 8.32 | 11.54 | 5.87 | 5.93 | NA | … | … | 4.26 | 13.20 | -3.67 | 11.60 | 26.78 | 11.31 | 3.87 | 11.22 | 24.36 | -30.65 | 2.39 | 15.17 | 3.92 | 9.67 | 21.11 | -19.07 |
| Sharpe Ratio | NA | 1.68 | 0.69 | 1.02 | 0.33 | NA | NA | … | … | 3.04 | 1.16 | -0.27 | 1.03 | 2.75 | 1.13 | 0.21 | 0.77 | 1.17 | -1.00 | -0.05 | 1.46 | 0.21 | 1.02 | 1.63 | -1.16 |
| Standard Deviation(%) | NA | 8.39 | 11.86 | 11.25 | 16.80 | NA | NA | … | … | 5.37 | 11.17 | 13.89 | 11.30 | 9.74 | 10.01 | 18.62 | 14.51 | 20.80 | 31.43 | 13.87 | 8.16 | 8.33 | 8.57 | 12.50 | 21.00 |
| Draw Down(%) | NA | 5.15 | 13.04 | 13.04 | 49.45 | NA | NA | … | … | 1.75 | 7.32 | 12.61 | 6.75 | 5.74 | 6.53 | 15.30 | 12.19 | 23.51 | 40.10 | 10.89 | 5.62 | 5.79 | 5.13 | 12.83 | 28.05 |
| Yield(%) | 0.00 | 3.67 | 4.66 | 4.75 | 3.30 | 3.43 | 2.55 | … | … | 0.00 | 4.11 | 5.02 | 4.91 | 3.76 | 1.60 | 1.64 | 1.80 | 2.54 | 2.14 | 5.63 | 3.89 | 4.80 | 1.06 | 1.16 | 0.00 |
Data as of 04/10/2017, Common starting date is 03/15/2002
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| CMLBX (AMERICAN MUTUAL FUND CLASS 529-B) |
-12.12%
Feb 2006 – Feb 2009 |
-4.95%
Feb 2004 – Feb 2009 |
3.37%
May 2002 – May 2012 |
0.00%
NA |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| CMLBX (AMERICAN MUTUAL FUND CLASS 529-B) |
21.05%
Feb 2009 – Feb 2012 |
19.00%
Feb 2009 – Feb 2014 |
7.62%
Mar 2003 – Mar 2013 |
0.00%
NA |
Annualized Rolling Returns Comparison Chart