Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Inception |
|---|---|---|---|---|---|---|---|---|
| RMFBX (AMERICAN MUTUAL FUND CLASS R-2) | 9.01% | 8.20% | 9.04% | 8.98% | 8.08% | 9.84% | 7.38% | 7.10% |
Data as of 07/18/2025, AR inception is 06/10/2002
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| RMFBX (AMERICAN MUTUAL FUND CLASS R-2) | 06/10/2002 | 07/18/2025 |
| 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 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return (%) | 0.03 | 8.20 | 9.04 | 8.98 | 8.08 | 9.84 | 7.38 | 7.10 | 9.01 | 9.16 | 6.78 | -7.86 | 20.20 | 3.95 | 20.75 | -2.88 | 16.75 | 13.27 | -3.69 | 11.87 | 26.92 | 11.39 | 3.95 | 11.26 | 24.32 | -30.68 | 2.38 | 15.29 | 4.01 | 9.79 | 22.22 | -14.72 |
| Sharpe Ratio | NA | 0.33 | 0.43 | 0.52 | 0.45 | NA | NA | 0.39 | 0.83 | 0.24 | 0.25 | -0.53 | 1.85 | 0.13 | 2.10 | -0.32 | 2.92 | 1.17 | -0.27 | 1.04 | 2.76 | 1.14 | 0.21 | 0.77 | 1.17 | -1.00 | -0.04 | 1.48 | 0.22 | 1.03 | 1.71 | -1.08 |
| Standard Deviation(%) | NA | 15.32 | 13.19 | 13.25 | 14.70 | NA | NA | 15.30 | 17.21 | 10.49 | 10.05 | 17.40 | 10.91 | 28.78 | 9.21 | 13.27 | 5.54 | 11.15 | 13.89 | 11.37 | 9.74 | 10.00 | 18.60 | 14.51 | 20.75 | 31.38 | 13.86 | 8.15 | 8.33 | 8.59 | 12.56 | 23.84 |
| Draw Down(%) | NA | 15.73 | 15.73 | 15.73 | 29.85 | NA | NA | 49.46 | 13.04 | 9.27 | 9.18 | 15.63 | 4.60 | 29.85 | 4.15 | 13.40 | 2.39 | 7.28 | 12.57 | 6.73 | 5.75 | 6.52 | 15.31 | 12.22 | 23.51 | 40.11 | 10.87 | 5.63 | 5.76 | 5.14 | 12.79 | 23.99 |
| Yield(%) | 0.00 | 0.75 | 1.23 | 1.35 | 3.33 | 4.93 | 4.05 | 4.11 | 0.21 | 1.07 | 1.50 | 1.11 | 1.14 | 1.26 | 4.72 | 5.29 | 5.92 | 4.52 | 5.23 | 5.08 | 3.96 | 1.75 | 1.75 | 1.84 | 2.50 | 2.12 | 5.70 | 3.96 | 4.92 | 1.20 | 2.19 | 0.00 |
Data as of 07/18/2025, AR inception is 06/10/2002
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| RMFBX (AMERICAN MUTUAL FUND CLASS R-2) |
-12.11%
Feb 2006 - Feb 2009 |
-4.91%
Feb 2004 - Feb 2009 |
5.34%
Jul 2002 - Jul 2012 |
5.97%
Mar 2005 - Mar 2020 |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| RMFBX (AMERICAN MUTUAL FUND CLASS R-2) |
21.08%
Feb 2009 - Feb 2012 |
19.06%
Feb 2009 - Feb 2014 |
13.51%
Feb 2009 - Feb 2019 |
11.45%
Feb 2009 - Feb 2024 |
Annualized Rolling Returns Comparison Chart