Page 344 - DCAC February 2024 Files

28.0
24.0
Risk (Standard Deviation %)
20.0
(5 YEARS*)
16.0
12.0
RISK VS. RETURN
8.0
15.0
18.0
3.0
9.0
12.0
6.0
Return (%)
Years
10
Years
7
Years
5
Years
3
(64) Standard Return Deviation (28) 9.47 (33) 10.09 (65) 11.08 (50) 9.64 14.23 11.08 American Funds Mutual   (63) 8.40 (78) 8.32 (70) 10.91 (66) 8.86 (57) 18.78 10.91 Russell 1000 Value Index   18.31 11.83 Median 8.70 9.33 11.83 9.59  2016 2017 2018 2019 2020 2021 (40) 14.53 (33) 17.99 (5) -1.78 (85) 22.12 (35) 5.10 (60)
PEER GROUP ANALYSIS - IM U.S. Large Cap Value Equity (MF)
Year (24) (66) (50) (66)
1 9.75 11.46 12.63 2022 3 Years Ending Dec-2023
(64) (57) -4.19 -7.54 -6.10 9.64 8.86 9.59
Year To Date 9.75 11.46 12.63
Last Quarter (58) 9.40 (55) 9.50 9.61 CALENDAR YEAR RETURNS AND PERCENTILE RANKINGS ROLLING 3 YEAR RETURN AND PERCENTILE RANKINGS
32.0 26.0 20.0 14.0 Return 8.0 2.0 -4.0 American Funds Mutual Russell 1000 Value Index Median American Funds Mutual Russell 1000 Value Index IM U.S. Large Cap Value Equity (MF) Median American Funds Mutual Russell 1000 Value Index IM U.S. Large Cap Value Equity (MF) Median
American Funds Mutual 12/31/23 FUND INFORMATION Capital Fund Group/American Funds Family : 05/01/2009 Fund Inception : Team Managed Portfolio Manager : $27,500 Million Total Assets : 25% Turnover : Investment Strategy: The American Funds American Mutual fund invests in U.S. equities with the with a focus on income, growth and conservation of capital. Although the funds is benchmarked against the Russell 100