Nasdaq - Delayed Quote • USD
American Funds American Mutual 529E (CMLEX)
At close: 8:00 PM EDT
Performance Overview
| Morningstar Return Rating | -- |
| YTD Return | 4.29% |
| 5y Average Return | 9.08% |
| Number of Years Up | 17 |
| Number of Years Down | 4 |
| Best 1Y Total Return (Apr 23, 2024) | 27.47% |
| Worst 1Y Total Return (Apr 23, 2024) | -- |
| Best 3Y Total Return | 27.47% |
| Worst 3Y Total Return | 7.34% |
Trailing Returns (%) Vs. Benchmarks
Monthly Total Returns
CMLEX
Category
- YTD
- 7.03%
- 17.52%
- 1-Month
- 3.19%
- -0.87%
- 3-Month
- 7.03%
- 5.51%
- 1-Year
- 15.97%
- 42.88%
- 3-Year
- 8.74%
- 11.93%
- 5-Year
- 10.04%
- 12.07%
- 10-Year
- 9.34%
- 10.95%
- Last Bull Market
- 30.25%
- 23.18%
- Last Bear Market
- -8.46%
- -17.87%
Annual Total Return (%) History
Year
CMLEX
Category
Past Quarterly Returns
| Year | Q1 | Q2 | Q3 | Q4 |
|---|---|---|---|---|
| 2024 | 7.03% | -- | -- | -- |
| 2023 | 0.68% | 2.65% | -3.34% | 9.21% |
| 2022 | -0.05% | -8.46% | -6.31% | 11.11% |
| 2021 | 7.76% | 5.05% | -0.43% | 10.56% |
| 2020 | -18.29% | 12.87% | 4.70% | 8.18% |
| 2019 | 8.89% | 3.02% | 2.42% | 5.66% |
| 2018 | -2.24% | 2.64% | 5.82% | -8.05% |
| 2017 | 4.45% | 2.04% | 4.80% | 5.01% |
| 2016 | 3.56% | 4.64% | 1.93% | 3.05% |
| 2015 | -0.01% | -1.20% | -6.96% | 5.33% |
| 2014 | 1.89% | 4.28% | 0.08% | 5.54% |
| 2013 | 10.53% | 1.60% | 4.62% | 8.50% |
| 2012 | 7.31% | -0.39% | 4.01% | 0.66% |
| 2011 | 4.81% | 1.49% | -11.50% | 10.94% |
| 2010 | 3.08% | -8.41% | 10.13% | 7.52% |
| 2009 | -8.53% | 13.30% | 12.58% | 7.17% |
| 2008 | -7.31% | -1.92% | -6.98% | -17.63% |
| 2007 | 1.62% | 6.24% | -0.13% | -4.55% |
| 2006 | 3.72% | 0.28% | 4.28% | 6.78% |
| 2005 | -0.99% | 1.23% | 2.41% | 1.82% |
| 2004 | 1.42% | 1.65% | 0.17% | 6.73% |
| 2003 | -3.81% | 12.90% | 2.00% | 10.79% |
| 2002 | -6.38% | -15.80% | 7.19% | -- |
Rank in Category (By Total Return)
| YTD | 81 |
| 1-Month | 95 |
| 3-Month | 81 |
| 1-Year | 81 |
| 3-Year | 54 |
| 5-Year | 69 |
Load Adjusted Returns
| 1-Year | 15.97% |
| 3-Year | 8.74% |
| 5-Year | 10.04% |
| 10-Year | 9.34% |
Performance & Risk
| YTD Return | 4.29% |
| 5y Average Return | 9.08% |
| Rank in Category (ytd) | 81 |
| % Rank in Category (ytd) | -- |
| Beta (5Y Monthly) | 0.70 |
| Morningstar Risk Rating |
Fund Overview
| Category | Large Value |
| Fund Family | American Funds |
| Net Assets | 97.25B |
| YTD Return | 7.03% |
| Yield | 1.73% |
| Morningstar Rating | |
| Inception Date | Aug 05, 2008 |
Fund Summary
The fund invests primarily in common stocks of companies that are likely to participate in the growth of the American economy and whose dividends appear to be sustainable. It invests primarily in securities of issuers domiciled in the United States and Canada. The fund may also invest in bonds and other debt securities, including those issued by the U.S. government and by federal agencies and instrumentalities.
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