American Mutual Fund, Class 529-a Shares: (MF: CMLAX)
(NASDAQ Mutual Funds) As of Aug 1, 2025 08:00 PM ET
$59.41 USD
-0.51 (-0.85%)
Latest Performance as of Jun 30, 2025
Total Return %* | Percentile Rank Objective | |
---|---|---|
YTD | 8.47 | 21 |
3 months | 5.91 | 48 |
6 months | 8.47 | 21 |
1 Year | 15.90 | 18 |
3 Year | 12.32 | 58 |
5 Year | 12.93 | 61 |
10 Year | 10.23 | 42 |
* Annual for three years and beyond.
Bull Market (9/02 - 10/07) | 93.54 |
Bear Market (10/07 - 2/09) | -43.37 |
Bull Market (2/09 - 3/21) | 629.37 |
Load Adjusted Returns as of Jun 30, 2025
1 Year | 11.98 |
5 Year | 12.15 |
10 Year | 9.86 |
Since Inception | 11.33 |
Quarterly Return
1st Qtr. | 2nd Qtr. | 3rd Qtr. | 4th Qtr. | |
---|---|---|---|---|
2025 | 2.41 | 5.91 | NA | NA |
2024 | 7.07 | 0.45 | 9.36 | -2.30 |
2023 | 0.71 | 2.71 | -3.28 | 9.29 |
2022 | 0.01 | -8.40 | -6.24 | 10.87 |
2021 | 7.80 | 5.10 | -0.37 | 10.61 |
2020 | -18.25 | 12.95 | 4.76 | 8.16 |
Annual Return
2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | |
---|---|---|---|---|---|---|---|---|---|---|---|
% Total Return | 8.47 | 14.92 | 9.34 | -4.77 | 24.87 | 4.62 | 21.68 | -2.31 | 17.59 | 13.97 | -3.00 |
% Total Return Rel to Index | 2.27 | -10.10 | -16.90 | 13.43 | -3.80 | -13.77 | -9.80 | 2.08 | -4.19 | 2.03 | -4.39 |
% Total Return Rel to Peer | 2.22 | -0.92 | -5.93 | 6.01 | 0.53 | -3.58 | -3.95 | 5.25 | 0.18 | 2.65 | 0.21 |
% Perf Quintile vs Peer* | 0.00 | 0.00 | 4.00 | 2.00 | 3.00 | 4.00 | 5.00 | 1.00 | 3.00 | 2.00 | 3.00 |
% Dividends | 0.43 | 0.94 | 1.06 | 0.81 | 0.85 | 0.80 | 0.85 | 0.74 | 0.78 | 0.70 | 0.70 |
% Yield | 0.70 | 1.58 | 1.71 | 1.58 | 1.50 | 1.74 | 1.84 | 1.84 | 1.79 | 1.81 | 1.93 |
Capital Gains ($) | 0.00 | 2.50 | 0.83 | 1.39 | 1.61 | 0.00 | 1.19 | 1.63 | 1.67 | 1.01 | 1.45 |
Expense Ratio | 0.60 | 0.61 | 0.62 | 0.61 | 0.62 | 0.64 | 0.66 | 0.66 | 0.66 | 0.69 | 0.68 |
* 1 = Top 20%, 5 = Bottom 20%