Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| CMLEX (AMERICAN MUTUAL FUND CLASS 529-E) | 6.79% | 17.23% | 15.38% | 8.69% | 10.31% | 10.50% | 8.59% | … | … |
Data as of 06/04/2026, Common starting date is 03/15/2002
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| CMLEX (AMERICAN MUTUAL FUND CLASS 529-E) | 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 | 17.23 | 15.38 | 8.69 | 10.31 | 10.50 | 8.59 | … | … | 6.79 | 15.76 | 14.62 | 9.12 | -7.38 | 20.86 | 4.44 | 21.39 | -2.41 | 17.32 | 13.83 | -3.26 | 12.40 | 27.47 | 11.92 | 4.42 | 11.79 | 25.04 | -30.29 | 2.84 | 15.82 | 4.50 | 10.23 | 21.42 | -19.10 |
| Sharpe Ratio | NA | 1.63 | 1.11 | 0.49 | 0.61 | NA | NA | … | … | 1.29 | 0.92 | 1.18 | 0.54 | -0.51 | 1.92 | 0.15 | 2.17 | -0.29 | 3.04 | 1.22 | -0.24 | 1.08 | 2.82 | 1.19 | 0.24 | 0.81 | 1.20 | -0.99 | -0.02 | 1.52 | 0.27 | 1.08 | 1.65 | -1.16 |
| Standard Deviation(%) | NA | 9.49 | 11.22 | 12.65 | 14.22 | NA | NA | … | … | 10.82 | 13.98 | 9.30 | 10.14 | 17.42 | 10.87 | 28.74 | 9.19 | 13.27 | 5.51 | 11.17 | 13.89 | 11.42 | 9.73 | 10.05 | 18.61 | 14.51 | 20.81 | 31.34 | 13.86 | 8.17 | 8.32 | 8.55 | 12.54 | 21.00 |
| Draw Down(%) | NA | 7.95 | 12.98 | 15.43 | 29.84 | NA | NA | … | … | 7.95 | 12.98 | 5.14 | 9.09 | 15.43 | 4.57 | 29.84 | 4.15 | 13.31 | 2.33 | 7.28 | 12.44 | 6.71 | 5.72 | 6.49 | 15.26 | 12.11 | 23.39 | 39.80 | 10.74 | 5.61 | 5.69 | 5.03 | 12.69 | 28.11 |
| Yield(%) | 0.00 | 7.52 | 6.52 | 4.37 | 5.59 | 6.80 | 5.82 | … | … | 0.30 | 7.92 | 6.54 | 3.71 | 1.58 | 1.68 | 1.73 | 5.25 | 5.76 | 6.42 | 5.01 | 5.65 | 5.54 | 4.43 | 2.22 | 2.21 | 2.32 | 3.07 | 2.59 | 6.16 | 4.44 | 5.33 | 1.59 | 1.45 | 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 |
|---|---|---|---|---|
| CMLEX (AMERICAN MUTUAL FUND CLASS 529-E) |
-11.66%
Feb 2006 – Feb 2009 |
-4.45%
Feb 2004 – Feb 2009 |
3.84%
May 2002 – May 2012 |
6.48%
Mar 2005 – Mar 2020 |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| CMLEX (AMERICAN MUTUAL FUND CLASS 529-E) |
21.68%
Feb 2009 – Feb 2012 |
19.63%
Feb 2009 – Feb 2014 |
14.05%
Feb 2009 – Feb 2019 |
12.12%
Feb 2009 – Feb 2024 |
Annualized Rolling Returns Comparison Chart