Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| CMLAX (AMERICAN MUTUAL FUND CLASS 529-A) | 5.52% | 15.49% | 14.87% | 8.77% | 10.36% | 10.70% | 8.84% | … | … |
Data as of 06/08/2026, Common starting date is 03/15/2002
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| CMLAX (AMERICAN MUTUAL FUND CLASS 529-A) | 03/15/2002 | 06/08/2026 |
| Last 1 Week | 1 Yr | 3 Yr | 5 Yr | 10 Yr | 15 Yr | 20 Yr | Common | Inception | YTD | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | 2013 | 2012 | 2011 | 2010 | 2009 | 2008 | 2007 | 2006 | 2005 | 2004 | 2003 | 2002 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return (%) | -0.45 | 15.49 | 14.87 | 8.77 | 10.36 | 10.70 | 8.84 | … | … | 5.52 | 16.03 | 14.90 | 9.38 | -7.12 | 21.13 | 4.68 | 21.69 | -2.20 | 17.62 | 14.07 | -3.01 | 12.67 | 27.81 | 12.21 | 4.69 | 12.12 | 25.39 | -30.08 | 3.17 | 16.17 | 4.82 | 10.62 | 21.72 | -19.02 |
| Sharpe Ratio | NA | 1.42 | 1.07 | 0.49 | 0.62 | NA | NA | … | … | 1.04 | 0.95 | 1.21 | 0.57 | -0.49 | 1.94 | 0.15 | 2.20 | -0.27 | 3.09 | 1.24 | -0.22 | 1.10 | 2.86 | 1.22 | 0.25 | 0.83 | 1.22 | -0.99 | 0.00 | 1.57 | 0.31 | 1.13 | 1.67 | -1.16 |
| Standard Deviation(%) | NA | 9.58 | 11.21 | 12.65 | 14.21 | NA | NA | … | … | 10.87 | 13.94 | 9.28 | 10.15 | 17.39 | 10.89 | 28.71 | 9.19 | 13.26 | 5.52 | 11.16 | 13.90 | 11.47 | 9.72 | 10.03 | 18.61 | 14.57 | 20.76 | 31.40 | 13.87 | 8.16 | 8.33 | 8.56 | 12.56 | 21.04 |
| Draw Down(%) | NA | 7.93 | 12.94 | 15.33 | 29.83 | NA | NA | … | … | 7.93 | 12.94 | 5.15 | 9.02 | 15.33 | 4.55 | 29.83 | 4.13 | 13.25 | 2.29 | 7.25 | 12.39 | 6.69 | 5.67 | 6.47 | 15.25 | 12.06 | 23.38 | 39.68 | 10.65 | 5.56 | 5.65 | 4.99 | 12.67 | 28.03 |
| Yield(%) | 0.00 | 7.70 | 6.71 | 4.62 | 5.84 | 7.19 | 6.19 | … | … | 0.36 | 8.14 | 6.76 | 3.93 | 1.80 | 1.94 | 1.93 | 5.48 | 5.97 | 6.65 | 5.24 | 5.87 | 5.79 | 4.70 | 2.49 | 2.47 | 2.61 | 3.36 | 2.83 | 6.45 | 4.74 | 5.64 | 1.92 | 1.65 | 0.00 |
Data as of 06/08/2026, Common starting date is 03/15/2002
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| CMLAX (AMERICAN MUTUAL FUND CLASS 529-A) |
-11.41%
Feb 2006 – Feb 2009 |
-4.17%
Feb 2004 – Feb 2009 |
4.13%
May 2002 – May 2012 |
6.76%
Mar 2005 – Mar 2020 |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| CMLAX (AMERICAN MUTUAL FUND CLASS 529-A) |
22.05%
Feb 2009 – Feb 2012 |
19.96%
Feb 2009 – Feb 2014 |
14.35%
Feb 2009 – Feb 2019 |
12.40%
Feb 2009 – Feb 2024 |
Annualized Rolling Returns Comparison Chart