American Funds American Mutual Fund Class A (AMRMX)
Fund Info
US0276811058
027681105
Feb 21, 1950
North America (U.S.)
Large-Cap
Blend
Share Price Chart
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Performance
Performance Chart
The chart shows the growth of an initial investment of $10,000 in American Funds American Mutual Fund Class A, comparing it to the performance of the S&P 500 index or another benchmark. All prices have been adjusted for splits and dividends.
Returns By Period
American Funds American Mutual Fund Class A had a return of 18.27% year-to-date (YTD) and 24.27% in the last 12 months. Over the past 10 years, American Funds American Mutual Fund Class A had an annualized return of 9.62%, while the S&P 500 had an annualized return of 11.16%, indicating that American Funds American Mutual Fund Class A did not perform as well as the benchmark.
AMRMX
18.27%
-0.08%
11.32%
24.27%
10.77%
9.62%
^GSPC (Benchmark)
24.72%
1.67%
12.93%
30.55%
13.88%
11.16%
Monthly Returns
The table below presents the monthly returns of AMRMX, with color gradation from worst to best to easily spot seasonal factors. Returns are adjusted for dividends.
| Jan | Feb | Mar | Apr | May | Jun | Jul | Aug | Sep | Oct | Nov | Dec | Total | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| 2024 | 0.71% | 3.02% | 3.21% | -3.57% | 3.01% | 1.13% | 4.28% | 3.17% | 1.66% | -1.26% | 18.27% | ||
| 2023 | 2.31% | -2.81% | 1.30% | 1.98% | -3.65% | 4.54% | 2.60% | -2.32% | -3.48% | -1.63% | 6.69% | 4.17% | 9.43% |
| 2022 | -1.90% | -1.38% | 3.39% | -4.55% | 1.96% | -5.86% | 3.89% | -2.61% | -7.34% | 8.60% | 5.78% | -3.23% | -4.49% |
| 2021 | -0.78% | 2.12% | 6.43% | 3.40% | 1.86% | -0.19% | 1.36% | 1.71% | -3.34% | 6.11% | -1.91% | 6.33% | 25.00% |
| 2020 | -1.13% | -7.72% | -10.40% | 9.08% | 3.27% | 0.28% | 3.60% | 3.69% | -2.66% | -3.09% | 9.54% | 1.96% | 4.52% |
| 2019 | 4.80% | 2.75% | 1.19% | 2.14% | -4.00% | 5.15% | 0.58% | -0.05% | 1.97% | 0.49% | 2.69% | 2.44% | 21.73% |
| 2018 | 4.22% | -3.86% | -2.34% | 0.63% | 1.33% | 0.75% | 3.40% | 1.67% | 0.76% | -4.41% | 3.44% | -6.99% | -2.09% |
| 2017 | 1.44% | 3.32% | -0.24% | 0.29% | 1.22% | 0.59% | 1.77% | 0.18% | 2.90% | 0.76% | 3.17% | 1.07% | 17.68% |
| 2016 | -2.95% | 0.34% | 6.42% | 1.43% | 1.22% | 2.03% | 2.56% | -0.40% | -0.15% | -2.22% | 3.46% | 1.92% | 14.15% |
| 2015 | -2.53% | 4.06% | -1.31% | 1.16% | 0.35% | -2.61% | 1.26% | -5.54% | -2.64% | 7.33% | 0.11% | -1.97% | -2.92% |
| 2014 | -3.36% | 3.86% | 1.59% | 0.68% | 2.11% | 1.53% | -2.10% | 3.54% | -1.18% | 3.50% | 2.64% | -0.43% | 12.77% |
| 2013 | 4.23% | 1.96% | 4.07% | 2.63% | 0.00% | -0.90% | 4.28% | -2.37% | 2.83% | 4.23% | 2.07% | 2.68% | 28.64% |
Expense Ratio
AMRMX features an expense ratio of 0.58%, falling within the medium range.
Risk-Adjusted Performance
Risk-Adjusted Performance Rank
The current risk-adjusted rank of AMRMX is 89, placing it in the top 11% of mutual funds on our website in terms of risk-adjusted performance. This ranking is based on the combined values of the indicators listed below.
Risk-Adjusted Performance Indicators
The charts below present risk-adjusted performance metrics for American Funds American Mutual Fund Class A (AMRMX) and compare them to a chosen benchmark (^GSPC). These indicators evaluate an investment's returns against its associated risks.
Dividends
Dividend History
American Funds American Mutual Fund Class A provided a 1.84% dividend yield over the last twelve months, with an annual payout of $1.10 per share. The fund has been increasing its distributions for 3 consecutive years.
| Period | TTM | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | 2013 |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Dividend | $1.10 | $1.08 | $0.97 | $0.87 | $0.86 | $0.88 | $0.85 | $0.82 | $0.77 | $0.76 | $0.74 | $1.56 |
Dividend yield | 1.84% | 2.12% | 2.00% | 1.64% | 1.92% | 2.02% | 2.25% | 2.00% | 2.09% | 2.24% | 2.00% | 4.49% |
Monthly Dividends
The table displays the monthly dividend distributions for American Funds American Mutual Fund Class A. The dividends shown in the table have been adjusted to account for any splits that may have occurred.
| Jan | Feb | Mar | Apr | May | Jun | Jul | Aug | Sep | Oct | Nov | Dec | Total | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| 2024 | $0.00 | $0.00 | $0.22 | $0.00 | $0.00 | $0.22 | $0.00 | $0.00 | $0.22 | $0.00 | $0.00 | $0.66 | |
| 2023 | $0.00 | $0.00 | $0.21 | $0.00 | $0.00 | $0.22 | $0.00 | $0.00 | $0.22 | $0.00 | $0.00 | $0.44 | $1.08 |
| 2022 | $0.00 | $0.00 | $0.21 | $0.00 | $0.00 | $0.21 | $0.00 | $0.00 | $0.21 | $0.00 | $0.00 | $0.35 | $0.97 |
| 2021 | $0.00 | $0.00 | $0.21 | $0.00 | $0.00 | $0.21 | $0.00 | $0.00 | $0.21 | $0.00 | $0.00 | $0.26 | $0.87 |
| 2020 | $0.00 | $0.00 | $0.21 | $0.00 | $0.00 | $0.21 | $0.00 | $0.00 | $0.21 | $0.00 | $0.00 | $0.24 | $0.86 |
| 2019 | $0.00 | $0.00 | $0.20 | $0.00 | $0.00 | $0.20 | $0.00 | $0.00 | $0.21 | $0.00 | $0.00 | $0.28 | $0.88 |
| 2018 | $0.00 | $0.00 | $0.19 | $0.00 | $0.00 | $0.20 | $0.00 | $0.00 | $0.20 | $0.00 | $0.00 | $0.27 | $0.85 |
| 2017 | $0.00 | $0.00 | $0.19 | $0.00 | $0.00 | $0.19 | $0.00 | $0.00 | $0.19 | $0.00 | $0.00 | $0.25 | $0.82 |
| 2016 | $0.00 | $0.00 | $0.19 | $0.00 | $0.00 | $0.19 | $0.00 | $0.00 | $0.19 | $0.00 | $0.00 | $0.22 | $0.77 |
| 2015 | $0.00 | $0.00 | $0.18 | $0.00 | $0.00 | $0.18 | $0.00 | $0.00 | $0.18 | $0.00 | $0.00 | $0.21 | $0.76 |
| 2014 | $0.00 | $0.00 | $0.17 | $0.00 | $0.00 | $0.17 | $0.00 | $0.00 | $0.18 | $0.00 | $0.00 | $0.22 | $0.74 |
| 2013 | $0.16 | $0.00 | $0.00 | $0.16 | $0.00 | $0.00 | $0.17 | $0.00 | $0.00 | $1.06 | $1.56 |
Drawdowns
Drawdowns Chart
The Drawdowns chart displays portfolio losses from any high point along the way. Drawdowns are calculated considering price movements and all distributions paid, if any.
Worst Drawdowns
The table below displays the maximum drawdowns of the American Funds American Mutual Fund Class A. A maximum drawdown is a measure of risk, indicating the largest reduction in portfolio value due to a series of losing trades.
The maximum drawdown for the American Funds American Mutual Fund Class A was 47.60%, occurring on Mar 9, 2009. Recovery took 539 trading sessions.
The current American Funds American Mutual Fund Class A drawdown is 1.13%.
Depth | Start | To Bottom | Bottom | To Recover | End | Total |
|---|---|---|---|---|---|---|
| -47.6% | Jul 20, 2007 | 411 | Mar 9, 2009 | 539 | Apr 27, 2011 | 950 |
| -29.81% | Feb 13, 2020 | 27 | Mar 23, 2020 | 166 | Nov 16, 2020 | 193 |
| -26.74% | Mar 20, 2002 | 143 | Oct 9, 2002 | 292 | Dec 8, 2003 | 435 |
| -25.54% | Jul 19, 1999 | 104 | Dec 9, 1999 | 250 | Dec 5, 2000 | 354 |
| -24.56% | Aug 26, 1987 | 73 | Dec 4, 1987 | 393 | Jun 7, 1989 | 466 |
Volatility
Volatility Chart
The current American Funds American Mutual Fund Class A volatility is 2.98%, representing the average percentage change in the investments's value, either up or down over the past month. The chart below shows the rolling one-month volatility.