Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| RMEBX (AMERICAN MUTUAL FUND CLASS R-2E) | 6.70% | 16.98% | 15.13% | 9.74% | 10.73% | NA | NA | … | … |
Data as of 06/04/2026, Common starting date is 09/02/2014
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| RMEBX (AMERICAN MUTUAL FUND CLASS R-2E) | 09/02/2014 | 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 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return (%) | 0.35 | 16.98 | 15.13 | 9.74 | 10.73 | NA | NA | … | … | 6.70 | 15.50 | 14.37 | 8.89 | -4.96 | 24.40 | 4.21 | 21.13 | -2.61 | 17.09 | 13.62 | -3.31 | 8.46 |
| Sharpe Ratio | NA | 1.61 | 1.09 | 0.58 | 0.64 | NA | NA | … | … | 1.27 | 0.91 | 1.16 | 0.52 | -0.37 | 2.26 | 0.14 | 2.13 | -0.30 | 3.00 | 1.20 | -0.24 | 1.91 |
| Standard Deviation(%) | NA | 9.49 | 11.22 | 12.54 | 14.17 | NA | NA | … | … | 10.82 | 13.97 | 9.28 | 10.15 | 17.10 | 10.77 | 28.72 | 9.21 | 13.26 | 5.50 | 11.18 | 13.89 | 14.48 |
| Draw Down(%) | NA | 7.96 | 13.01 | 15.52 | 29.83 | NA | NA | … | … | 7.96 | 13.01 | 5.16 | 9.13 | 15.52 | 3.90 | 29.83 | 4.14 | 13.36 | 2.36 | 7.28 | 12.53 | 6.78 |
| Yield(%) | 0.00 | 7.27 | 6.25 | 5.32 | 6.14 | 4.93 | 3.70 | … | … | 0.24 | 7.65 | 6.29 | 3.49 | 4.01 | 5.11 | 1.52 | 5.03 | 5.53 | 6.21 | 4.86 | 5.73 | 8.10 |
Data as of 06/04/2026, Common starting date is 09/02/2014
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| RMEBX (AMERICAN MUTUAL FUND CLASS R-2E) |
2.60%
Mar 2017 – Mar 2020 |
4.37%
Mar 2015 – Mar 2020 |
8.70%
Apr 2015 – Apr 2025 |
0.00%
NA |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| RMEBX (AMERICAN MUTUAL FUND CLASS R-2E) |
16.32%
Sep 2022 – Sep 2025 |
13.97%
Mar 2020 – Mar 2025 |
11.63%
Feb 2016 – Feb 2026 |
0.00%
NA |
Annualized Rolling Returns Comparison Chart