Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| CMFAX (AMERICAN FUNDS MORTGAGE FUND CLASS 529-A) | -0.69% | 4.71% | 3.37% | 0.20% | 0.90% | 1.45% | NA | … | … |
Data as of 06/03/2026, Common starting date is 12/02/2010
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| CMFAX (AMERICAN FUNDS MORTGAGE FUND CLASS 529-A) | 12/02/2010 | 06/03/2026 |
| 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 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return (%) | -0.11 | 4.71 | 3.37 | 0.20 | 0.90 | 1.45 | NA | … | … | -0.69 | 8.31 | 0.54 | 3.67 | -10.15 | -0.66 | 3.06 | 4.71 | 0.50 | 1.16 | 1.66 | 1.77 | 5.15 | -2.23 | 2.63 | 6.59 | -0.29 |
| Sharpe Ratio | NA | 0.62 | 0.11 | -0.36 | -0.13 | NA | NA | … | … | -0.74 | 1.08 | -0.50 | 0.00 | -1.56 | -0.39 | 0.65 | 1.40 | -0.34 | 0.22 | 0.67 | 0.50 | 1.89 | -0.65 | 1.81 | 1.84 | -0.55 |
| Standard Deviation(%) | NA | 4.27 | 6.18 | 6.38 | 4.93 | NA | NA | … | … | 4.56 | 5.02 | 6.11 | 8.67 | 7.44 | 1.78 | 4.30 | 2.32 | 2.61 | 2.33 | 2.15 | 3.47 | 2.73 | 3.46 | 1.43 | 3.56 | 6.80 |
| Draw Down(%) | NA | 3.33 | 7.80 | 16.01 | 18.66 | NA | NA | … | … | 3.33 | 2.81 | 4.69 | 9.51 | 14.32 | 1.51 | 3.26 | 0.98 | 2.41 | 1.78 | 2.23 | 2.03 | 0.94 | 4.01 | 0.68 | 1.90 | 2.22 |
| Yield(%) | 0.00 | 3.88 | 4.04 | 2.76 | 2.25 | 2.22 | 1.74 | … | … | 1.33 | 4.32 | 4.33 | 3.85 | 1.59 | 0.31 | 0.98 | 3.06 | 1.67 | 1.46 | 2.25 | 2.36 | 1.89 | 0.83 | 2.22 | 3.46 | 0.01 |
Data as of 06/03/2026, Common starting date is 12/02/2010
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| CMFAX (AMERICAN FUNDS MORTGAGE FUND CLASS 529-A) |
-6.14%
Oct 2020 – Oct 2023 |
-1.38%
Oct 2017 – Oct 2022 |
-0.01%
Oct 2013 – Oct 2023 |
1.49%
May 2011 – May 2026 |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| CMFAX (AMERICAN FUNDS MORTGAGE FUND CLASS 529-A) |
4.97%
Oct 2022 – Oct 2025 |
3.12%
Mar 2011 – Mar 2016 |
2.47%
Jan 2011 – Jan 2021 |
1.81%
Feb 2011 – Feb 2026 |
Annualized Rolling Returns Comparison Chart