RMFEX
American Mutual Fund Class R-4
Mutual fund
$62.95+0.43 (+0.69%)Close Oct 2, 2026
Jun 7, 2002 – Oct 2, 2026, Dividends reinvested
- Final balance
- $73,985
- CAGR
- +8.58%
- Max drawdown
- −48.80%
- Sharpe ratio
- 0.62
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Growth of $10,000
Trailing returns (%)
Annualized from 3Y- 1M
- −2.10%
- 3M
- −1.80%
- 6M
- +8.65%
- YTD
- +7.44%
- 1Y
- +8.81%
- 3Y
- +16.44%
- 5Y
- +10.39%
- 10Y
- +10.94%
- 15Y
- +11.97%
- 20Y
- +8.98%
- Since 2002
- +8.58%
Metrics
Since 2002| Volatility | 15.00% |
|---|---|
| Sortino ratio | 0.88 |
| Calmar ratio | 0.18 |
| Best year, 2013 | +27.88% |
| Worst year, 2008 | −30.11% |
| Positive years | 19 of 23 |
| Longest drawdown | 4.6 years |
Worst drawdowns
Since 2002| Decline | Peak | Bottom | Recovered | Length |
|---|---|---|---|---|
| −48.8% | Jul 2007 | Mar 2009 | Feb 2012 | 4.6 years |
| −29.8% | Feb 2020 | Mar 2020 | Nov 2020 | 9 months |
| −24.0% | Jun 2002 | Oct 2002 | Dec 2003 | 1.5 years |
| −15.3% | Mar 2022 | Sep 2022 | Jul 2023 | 1.3 years |
| −13.3% | Sep 2018 | Dec 2018 | Apr 2019 | 6 months |
Annual returns
2002 from Jun 7 · 2026 through Oct 2