Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| RMFBX (AMERICAN MUTUAL FUND CLASS R-2) | 6.55% | 16.64% | 14.80% | 8.14% | 9.76% | 9.96% | 8.06% | … | … |
Data as of 06/04/2026, Common starting date is 06/10/2002
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| RMFBX (AMERICAN MUTUAL FUND CLASS R-2) | 06/10/2002 | 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 (%) | 0.34 | 16.64 | 14.80 | 8.14 | 9.76 | 9.96 | 8.06 | … | … | 6.55 | 15.17 | 14.07 | 8.59 | -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 | 1.57 | 1.06 | 0.45 | 0.57 | NA | NA | … | … | 1.24 | 0.88 | 1.13 | 0.49 | -0.54 | 1.85 | 0.13 | 2.09 | -0.32 | 2.92 | 1.17 | -0.27 | 1.04 | 2.76 | 1.14 | 0.21 | 0.77 | 1.17 | -1.00 | -0.06 | 1.46 | 0.21 | 1.03 | 1.71 | -1.08 |
| Standard Deviation(%) | NA | 9.48 | 11.22 | 12.64 | 14.23 | NA | NA | … | … | 10.81 | 13.98 | 9.28 | 10.14 | 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 | 7.98 | 13.04 | 15.63 | 29.85 | NA | NA | … | … | 7.98 | 13.04 | 5.18 | 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 | 7.06 | 6.00 | 3.87 | 4.98 | 6.06 | 5.16 | … | … | 0.17 | 7.44 | 6.05 | 3.24 | 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 06/04/2026, Common starting date 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 |
11.57%
Feb 2009 – Feb 2024 |
Annualized Rolling Returns Comparison Chart