American Mutual Fund, Class R-1 Shares: (MF: RMFAX)
(NASDAQ Mutual Funds) As of Aug 4, 2025 08:00 PM ET
$59.49 USD
+0.75 (1.28%)
Latest Performance as of Jun 30, 2025
Total Return %* | Percentile Rank Objective | |
---|---|---|
YTD | 8.08 | 24 |
3 months | 5.72 | 50 |
6 months | 8.08 | 24 |
1 Year | 15.04 | 26 |
3 Year | 11.49 | 70 |
5 Year | 12.09 | 71 |
10 Year | 9.41 | 53 |
* Annual for three years and beyond.
Bull Market (9/02 - 10/07) | 85.73 |
Bear Market (10/07 - 2/09) | -43.87 |
Bull Market (2/09 - 3/21) | 546.06 |
Load Adjusted Returns as of Jun 30, 2025
1 Year | 15.04 |
5 Year | 12.09 |
10 Year | 9.41 |
Since Inception | 10.52 |
Quarterly Return
1st Qtr. | 2nd Qtr. | 3rd Qtr. | 4th Qtr. | |
---|---|---|---|---|
2025 | 2.22 | 5.72 | NA | NA |
2024 | 6.86 | 0.27 | 9.14 | -2.48 |
2023 | 0.55 | 2.51 | -3.45 | 9.08 |
2022 | -0.16 | -8.58 | -6.41 | 10.66 |
2021 | 7.61 | 4.91 | -0.54 | 10.38 |
2020 | -18.39 | 12.72 | 4.58 | 7.92 |
Annual Return
2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | |
---|---|---|---|---|---|---|---|---|---|---|---|
% Total Return | 8.08 | 14.06 | 8.55 | -5.48 | 23.95 | 3.82 | 20.74 | -3.02 | 16.66 | 13.16 | -3.70 |
% Total Return Rel to Index | 1.87 | -10.95 | -17.69 | 12.72 | -4.72 | -14.57 | -10.74 | 1.37 | -5.12 | 1.22 | -5.09 |
% Total Return Rel to Peer | 1.82 | -1.77 | -6.73 | 5.30 | -0.38 | -4.38 | -4.89 | 4.54 | -0.74 | 1.84 | -0.49 |
% Perf Quintile vs Peer* | 0.00 | 0.00 | 5.00 | 2.00 | 4.00 | 4.00 | 5.00 | 1.00 | 3.00 | 3.00 | 4.00 |
% Dividends | 0.22 | 0.53 | 0.70 | 0.44 | 0.48 | 0.48 | 0.54 | 0.43 | 0.48 | 0.44 | 0.44 |
% Yield | 0.36 | 0.88 | 0.94 | 0.84 | 0.84 | 1.04 | 1.15 | 1.06 | 1.08 | 1.12 | 1.19 |
Capital Gains ($) | 0.00 | 2.50 | 0.83 | 1.39 | 1.61 | 0.00 | 1.19 | 1.63 | 1.67 | 1.01 | 1.45 |
Expense Ratio | 1.35 | 1.35 | 1.36 | 1.35 | 1.37 | 1.40 | 1.41 | 1.42 | 1.41 | 1.43 | 1.31 |
* 1 = Top 20%, 5 = Bottom 20%