Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| AFFMX (AMERICAN FUNDS MORTGAGE FUND CLASS F-3) | -0.45% | 4.61% | 3.86% | 0.63% | NA | NA | NA | … | … |
Data as of 06/04/2026, Common starting date is 01/30/2017
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| AFFMX (AMERICAN FUNDS MORTGAGE FUND CLASS F-3) | 01/30/2017 | 06/04/2026 |
| 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 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return (%) | -0.11 | 4.61 | 3.86 | 0.63 | NA | NA | NA | … | … | -0.45 | 8.91 | 0.90 | 4.13 | -9.72 | -0.23 | 7.01 | 5.26 | 0.86 | 0.49 |
| Sharpe Ratio | NA | 0.76 | 0.18 | -0.29 | NA | NA | NA | … | … | -0.70 | 1.18 | -0.44 | 0.06 | -1.50 | -0.15 | 2.50 | 1.51 | -0.21 | -0.06 |
| Standard Deviation(%) | NA | 4.23 | 6.25 | 6.41 | NA | NA | NA | … | … | 4.36 | 5.11 | 6.19 | 8.75 | 7.45 | 1.73 | 2.70 | 2.50 | 2.52 | 2.42 |
| Draw Down(%) | NA | 3.27 | 7.77 | 15.19 | NA | NA | NA | … | … | 3.27 | 2.88 | 4.61 | 9.40 | 14.00 | 1.43 | 2.97 | 1.07 | 2.27 | 1.58 |
| Yield(%) | 0.00 | 4.23 | 4.46 | 3.14 | 2.76 | 1.84 | 1.38 | … | … | 1.45 | 4.77 | 4.79 | 4.29 | 2.02 | 0.74 | 4.88 | 3.49 | 2.12 | 0.89 |
Data as of 06/04/2026, Common starting date is 01/30/2017
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| AFFMX (AMERICAN FUNDS MORTGAGE FUND CLASS F-3) |
-4.69%
Oct 2020 – Oct 2023 |
-0.27%
Oct 2017 – Oct 2022 |
0.00%
NA |
0.00%
NA |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| AFFMX (AMERICAN FUNDS MORTGAGE FUND CLASS F-3) |
5.40%
Oct 2022 – Oct 2025 |
2.27%
Feb 2017 – Feb 2022 |
0.00%
NA |
0.00%
NA |
Annualized Rolling Returns Comparison Chart