CMLEX
American Mutual Fund Class 529-E
Mutual fund
$62.67+0.42 (+0.67%)Close Oct 2, 2026
Mar 7, 2002 – Oct 2, 2026, Dividends reinvested
- Final balance
- $65,861
- CAGR
- +7.97%
- Max drawdown
- −49.04%
- Sharpe ratio
- 0.59
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Growth of $10,000
Trailing returns (%)
Annualized from 3Y- 1M
- −2.13%
- 3M
- −1.87%
- 6M
- +8.51%
- YTD
- +7.25%
- 1Y
- +8.54%
- 3Y
- +16.16%
- 5Y
- +10.13%
- 10Y
- +10.68%
- 15Y
- +11.68%
- 20Y
- +8.69%
- Since 2002
- +7.97%
Metrics
Since 2002| Volatility | 14.96% |
|---|---|
| Sortino ratio | 0.83 |
| Calmar ratio | 0.16 |
| Best year, 2013 | +27.48% |
| Worst year, 2008 | −30.35% |
| Positive years | 19 of 23 |
| Longest drawdown | 4.7 years |
Worst drawdowns
Since 2002| Decline | Peak | Bottom | Recovered | Length |
|---|---|---|---|---|
| −49.0% | Jul 2007 | Mar 2009 | Mar 2012 | 4.7 years |
| −29.8% | Feb 2020 | Mar 2020 | Nov 2020 | 9 months |
| −28.1% | Mar 2002 | Oct 2002 | Jan 2004 | 1.8 years |
| −15.4% | Mar 2022 | Sep 2022 | Dec 2023 | 1.7 years |
| −13.3% | Sep 2018 | Dec 2018 | Apr 2019 | 6 months |
Annual returns
2002 from Mar 7 · 2026 through Oct 2