Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| CMLCX (AMERICAN MUTUAL FUND CLASS 529-C) | 6.57% | 16.64% | 14.78% | 8.13% | 9.74% | 9.92% | 8.03% | … | … |
Data as of 06/04/2026, Common starting date is 03/15/2002
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| CMLCX (AMERICAN MUTUAL FUND CLASS 529-C) | 03/15/2002 | 06/04/2026 |
| Last 1 Week | 1 Yr | 3 Yr | 5 Yr | 10 Yr | 15 Yr | 20 Yr | Common | Inception | YTD | 2025 | 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 (%) | 0.35 | 16.64 | 14.78 | 8.13 | 9.74 | 9.92 | 8.03 | … | … | 6.57 | 15.15 | 14.03 | 8.54 | -7.84 | 20.23 | 3.90 | 20.78 | -2.91 | 16.67 | 13.22 | -3.75 | 11.79 | 26.79 | 11.32 | 3.89 | 11.25 | 24.32 | -30.61 | 2.33 | 15.19 | 3.94 | 9.69 | 21.12 | -19.07 |
| Sharpe Ratio | NA | 1.57 | 1.06 | 0.45 | 0.57 | NA | NA | … | … | 1.24 | 0.88 | 1.12 | 0.49 | -0.54 | 1.85 | 0.13 | 2.10 | -0.32 | 2.91 | 1.17 | -0.27 | 1.04 | 2.75 | 1.13 | 0.21 | 0.77 | 1.16 | -1.00 | -0.06 | 1.45 | 0.20 | 1.02 | 1.63 | -1.16 |
| Standard Deviation(%) | NA | 9.46 | 11.21 | 12.64 | 14.21 | NA | NA | … | … | 10.80 | 13.96 | 9.28 | 10.13 | 17.39 | 10.91 | 28.72 | 9.19 | 13.27 | 5.53 | 11.14 | 13.89 | 11.35 | 9.74 | 10.04 | 18.62 | 14.52 | 20.83 | 31.38 | 13.86 | 8.14 | 8.30 | 8.55 | 12.53 | 20.98 |
| Draw Down(%) | NA | 7.98 | 13.03 | 15.64 | 29.85 | NA | NA | … | … | 7.98 | 13.03 | 5.19 | 9.20 | 15.64 | 4.58 | 29.85 | 4.16 | 13.44 | 2.39 | 7.29 | 12.62 | 6.74 | 5.77 | 6.54 | 15.31 | 12.20 | 23.51 | 40.06 | 10.89 | 5.62 | 5.79 | 5.16 | 12.78 | 28.05 |
| Yield(%) | 0.00 | 6.97 | 5.90 | 3.80 | 4.90 | 5.95 | 5.08 | … | … | 0.17 | 7.34 | 5.95 | 3.15 | 1.08 | 1.08 | 1.19 | 4.67 | 5.23 | 5.78 | 4.44 | 5.14 | 5.00 | 3.85 | 1.67 | 1.69 | 1.83 | 2.56 | 2.15 | 5.64 | 3.90 | 4.81 | 1.08 | 1.16 | 0.00 |
Data as of 06/04/2026, 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 |
|---|---|---|---|---|
| CMLCX (AMERICAN MUTUAL FUND CLASS 529-C) |
-12.11%
Feb 2006 – Feb 2009 |
-4.94%
Feb 2004 – Feb 2009 |
3.38%
May 2002 – May 2012 |
5.93%
Mar 2005 – Mar 2020 |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| CMLCX (AMERICAN MUTUAL FUND CLASS 529-C) |
21.05%
Feb 2009 – Feb 2012 |
19.01%
Feb 2009 – Feb 2014 |
13.46%
Feb 2009 – Feb 2019 |
11.53%
Feb 2009 – Feb 2024 |
Annualized Rolling Returns Comparison Chart