Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| RMFEX (AMERICAN MUTUAL FUND CLASS R-4) | 6.88% | 17.49% | 15.64% | 8.95% | 10.58% | 10.79% | 8.89% | … | … |
Data as of 06/04/2026, Common starting date is 06/10/2002
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| RMFEX (AMERICAN MUTUAL FUND CLASS R-4) | 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 (%) | 0.35 | 17.49 | 15.64 | 8.95 | 10.58 | 10.79 | 8.89 | … | … | 6.88 | 16.03 | 14.89 | 9.37 | -7.14 | 21.16 | 4.69 | 21.67 | -2.16 | 17.60 | 14.12 | -2.96 | 12.72 | 27.86 | 12.25 | 4.74 | 12.17 | 25.42 | -30.05 | 3.14 | 16.14 | 4.78 | 10.68 | 23.14 | -14.59 |
| Sharpe Ratio | NA | 1.66 | 1.13 | 0.51 | 0.63 | NA | NA | … | … | 1.31 | 0.95 | 1.21 | 0.57 | -0.49 | 1.94 | 0.15 | 2.20 | -0.27 | 3.08 | 1.25 | -0.22 | 1.11 | 2.86 | 1.22 | 0.25 | 0.83 | 1.22 | -0.98 | 0.00 | 1.56 | 0.30 | 1.13 | 1.78 | -1.07 |
| Standard Deviation(%) | NA | 9.48 | 11.21 | 12.64 | 14.21 | NA | NA | … | … | 10.84 | 13.96 | 9.28 | 10.14 | 17.39 | 10.87 | 28.74 | 9.18 | 13.28 | 5.52 | 11.16 | 13.88 | 11.48 | 9.74 | 10.05 | 18.61 | 14.49 | 20.79 | 31.39 | 13.85 | 8.17 | 8.28 | 8.54 | 12.59 | 23.88 |
| Draw Down(%) | NA | 7.93 | 12.95 | 15.33 | 29.81 | NA | NA | … | … | 7.93 | 12.95 | 5.15 | 9.01 | 15.33 | 4.55 | 29.81 | 4.14 | 13.26 | 2.29 | 7.26 | 12.37 | 6.69 | 5.67 | 6.47 | 15.23 | 12.06 | 23.39 | 39.66 | 10.65 | 5.57 | 5.67 | 4.95 | 12.63 | 23.98 |
| Yield(%) | 0.00 | 7.73 | 6.76 | 4.60 | 5.89 | 7.20 | 6.17 | … | … | 0.36 | 8.14 | 6.77 | 3.94 | 1.79 | 1.94 | 1.95 | 5.50 | 5.99 | 6.66 | 5.28 | 5.91 | 5.83 | 4.76 | 2.55 | 2.52 | 2.64 | 3.42 | 2.86 | 6.46 | 4.72 | 5.64 | 1.94 | 2.85 | 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 |
|---|---|---|---|---|
| RMFEX (AMERICAN MUTUAL FUND CLASS R-4) |
-11.40%
Feb 2006 – Feb 2009 |
-4.15%
Feb 2004 – Feb 2009 |
6.14%
Jul 2002 – Jul 2012 |
6.79%
Mar 2005 – Mar 2020 |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| RMFEX (AMERICAN MUTUAL FUND CLASS R-4) |
22.07%
Feb 2009 – Feb 2012 |
20.00%
Feb 2009 – Feb 2014 |
14.38%
Feb 2009 – Feb 2019 |
12.42%
Feb 2009 – Feb 2024 |
Annualized Rolling Returns Comparison Chart