Nasdaq - Delayed Quote • USD
American Funds American Mutual 529E (CMLEX)
At close: 8:00 PM EDT
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.
Risk Overview
| Morningstar Risk Rating | |
| Best 1Y Total Return | 27.47% |
| Worst 1Y Total Return | -- |
| Number of Years Up | 17 |
| Number of Years Down | 4 |
Performance & Risk
| YTD Return | 2.31% |
| 5y Average Return | 8.81% |
| Rank in Category (ytd) | 81 |
| % Rank in Category (ytd) | -- |
| Beta (5Y Monthly) | 0.70 |
| Morningstar Risk Rating |
Risk Statistics
| 3 Years | 5 Years | 10 Years | ||||
|---|---|---|---|---|---|---|
| CMLEX | Category Average | CMLEX | Category Average | CMLEX | Category Average | |
| Alpha | -0.33 | -0.06 | -1.56 | -0.05 | -0.79 | -0.03 |
| BETA | 0.7 | 0.01 | 0.74 | 0.01 | 0.76 | 0.01 |
| Mean Annual Return | 0.77 | 0.01 | 0.88 | 0.01 | 0.81 | 0.01 |
| R-squared | 84.95 | 0.88 | 89.31 | 0.87 | 90.24 | 0.88 |
| Standard Deviation | 13.36 | 0.2 | 14.28 | 0.16 | 12.02 | 0.15 |
| Sharpe Ratio | 0.48 | 0.01 | 0.59 | 0.01 | 0.68 | 0.01 |
| Treynor Ratio | 8.23 | 0.11 | 10.71 | 0.11 | 10.42 | 0.1 |
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