Page 345 - DCAC February 2024 Files

28.0 (40) (17) (31) (62)

24.0 Standard Deviation 14.23 18.78 18.31 2016 14.53 17.34 13.85 3 Years Ending Dec-2017 9.60 8.65 8.99

20.0 Return 11.08 10.91 11.83
(5 YEARS*) 16.0 12.0 Risk (Standard Deviation %) American Funds Mutual Russell 1000 Value Index 2017 (33) 17.99 (82) 13.66 16.95 3 Years Ending Dec-2018 (9) 9.90 (49) 6.95 6.88

RISK VS. RETURN 18.0 15.0 12.0 Return (%) 9.0 6.0 3.0 8.0     Median  2018 (5) -1.78 (45) -8.27 -8.61 3 Years Ending Dec-2019 (21) 12.27 (72) 9.68 10.92

(28) (63) (85) (50) (28) (65)
10 Years 9.47 8.40 8.70 2019 22.12 26.54 26.50 3 Years Ending Dec-2020 8.02 6.07 6.77

(33) (78)
7 Years 10.09 8.32 9.33 (35) (61) (68) (61)
2020 3 Years Ending Dec-2021 17.17 17.64 18.54
(65) (70) 5.10 2.80 3.82
Years
5 11.08 10.91 11.83
(60) (63) (28) (79)
(50) (66) 2021 3 Years Ending Dec-2022
3 Years 9.64 8.86 9.59 25.33 25.16 25.96 8.07 5.96 7.19
42
(64) (57)
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