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CMFCX: American Funds Mortgage 529C (MUTUAL FUND)
Basic Info 8.96 0.06(0.67%) March 21
| Asset Class: | Intermediate-Term Bond |
| MyPlanIQ Rating: | (99%) |
| Start Date: | 11/04/2010 |
| Last Dividend Date: | 02/28/2023 |
| 12-Mo. Yield | 0.03% |
| Expenses | 1.62% |
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Performance Analytics (As of 03/17/2023)
Not up-to-date? Try| Last 1 Week* | YTD*(2023) | 1 Yr | 3 Yr | 5 Yr | 10 Yr | Inception** | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | 2013 | 2012 | 2011 | 2010 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| AR(%) | 0.1 | 1.8 | -5.3 | -1.7 | 0.2 | 0.3 | 0.6 | -10.2 | -1.4 | 5.7 | 4.0 | -0.4 | 0.4 | 0.9 | 1.0 | 4.3 | -3.1 | 1.8 | 5.7 | -1.9 |
| SR | NA | 1.14 | -0.76 | -0.5 | -0.14 | -0.06 | 0.07 | -1.57 | -0.8 | 1.99 | 1.18 | -0.69 | -0.1 | 0.36 | 0.29 | 1.58 | -0.93 | 1.29 | 1.62 | -1.98 |
| DD(%) | NA | 4.4 | 11.5 | 15.6 | 15.6 | 15.6 | 15.6 | 14.2 | 1.8 | 3.0 | 1.0 | 3.1 | 1.9 | 2.4 | 2.2 | 1.0 | 4.3 | 0.7 | 2.0 | 3.7 |
| SD(%) | NA | 9.3 | 8.3 | 5.2 | 4.3 | 3.7 | 3.5 | 7.4 | 1.8 | 2.7 | 2.2 | 2.5 | 2.4 | 2.1 | 3.5 | 2.7 | 3.3 | 1.4 | 3.5 | 5.8 |
| TR | NA | 0.1 | -0.07 | -0.04 | -0.01 | 0.0 | 0.0 | -0.15 | -0.04 | 0.18 | 0.04 | -0.02 | 0.0 | 0.02 | 0.01 | 0.05 | -0.04 | 0.06 | 0.1 | -0.15 |
| Alpha(%) | NA | 0.0 | -0.01 | -0.01 | -0.01 | -0.01 | -0.01 | 0.0 | -0.01 | 0.01 | -0.01 | 0.0 | -0.01 | 0.0 | 0.0 | 0.0 | -0.01 | 0.0 | 0.01 | 0.0 |
| Beta(%) | NA | 1.03 | 0.87 | 0.69 | 0.67 | 0.67 | 0.65 | 0.79 | 0.37 | 0.3 | 0.59 | 0.78 | 0.73 | 0.37 | 0.74 | 0.81 | 0.78 | 0.3 | 0.6 | 0.77 |
| RS | NA | 0.86 | 0.87 | 0.72 | 0.71 | 0.71 | 0.7 | 0.86 | 0.64 | 0.33 | 0.77 | 0.67 | 0.71 | 0.42 | 0.8 | 0.8 | 0.76 | 0.43 | 0.69 | 0.86 |
*: NOT annualized;YTD: Year to Date
**Inception: starting from 11/04/2010
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