Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| RMFFX (AMERICAN MUTUAL FUND CLASS R-5) | 7.02% | 17.84% | 15.99% | 9.28% | 10.91% | 11.12% | 9.22% | … | … |
Data as of 06/04/2026, Common starting date is 06/07/2002
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| RMFFX (AMERICAN MUTUAL FUND CLASS R-5) | 06/07/2002 | 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 | 17.84 | 15.99 | 9.28 | 10.91 | 11.12 | 9.22 | … | … | 7.02 | 16.38 | 15.23 | 9.72 | -6.86 | 21.53 | 5.01 | 22.03 | -1.85 | 17.96 | 14.45 | -2.68 | 13.05 | 28.27 | 12.58 | 5.07 | 12.46 | 25.74 | -29.82 | 3.47 | 16.48 | 5.15 | 10.97 | 23.58 | -12.56 |
| Sharpe Ratio | NA | 1.70 | 1.16 | 0.54 | 0.66 | NA | NA | … | … | 1.35 | 0.97 | 1.25 | 0.60 | -0.48 | 1.98 | 0.17 | 2.23 | -0.25 | 3.15 | 1.27 | -0.20 | 1.13 | 2.91 | 1.26 | 0.27 | 0.85 | 1.23 | -0.98 | 0.02 | 1.61 | 0.35 | 1.17 | 1.82 | -0.94 |
| Standard Deviation(%) | NA | 9.47 | 11.22 | 12.64 | 14.21 | NA | NA | … | … | 10.80 | 13.98 | 9.28 | 10.14 | 17.39 | 10.88 | 28.71 | 9.21 | 13.26 | 5.51 | 11.17 | 13.87 | 11.52 | 9.72 | 10.04 | 18.62 | 14.49 | 20.77 | 31.40 | 13.85 | 8.17 | 8.32 | 8.57 | 12.58 | 23.47 |
| Draw Down(%) | NA | 7.91 | 12.92 | 15.19 | 29.79 | NA | NA | … | … | 7.91 | 12.92 | 5.13 | 8.94 | 15.19 | 4.54 | 29.79 | 4.15 | 13.17 | 2.26 | 7.27 | 12.25 | 6.68 | 5.64 | 6.46 | 15.23 | 12.01 | 23.35 | 39.48 | 10.53 | 5.52 | 5.62 | 4.91 | 12.62 | 23.94 |
| Yield(%) | 0.00 | 8.00 | 7.07 | 4.89 | 6.26 | 7.66 | 6.58 | … | … | 0.43 | 8.42 | 7.06 | 4.23 | 2.07 | 2.28 | 2.22 | 5.82 | 6.28 | 6.97 | 5.59 | 6.19 | 6.13 | 5.07 | 2.86 | 2.80 | 2.93 | 3.68 | 3.11 | 6.75 | 5.04 | 5.95 | 2.22 | 3.15 | 1.89 |
Data as of 06/04/2026, Common starting date is 06/07/2002
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| RMFFX (AMERICAN MUTUAL FUND CLASS R-5) |
-11.12%
Feb 2006 – Feb 2009 |
-3.86%
Feb 2004 – Feb 2009 |
6.58%
Jan 2006 – Jan 2016 |
7.11%
Mar 2005 – Mar 2020 |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| RMFFX (AMERICAN MUTUAL FUND CLASS R-5) |
22.41%
Feb 2009 – Feb 2012 |
20.35%
Feb 2009 – Feb 2014 |
14.72%
Feb 2009 – Feb 2019 |
12.76%
Feb 2009 – Feb 2024 |
Annualized Rolling Returns Comparison Chart