Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| CMFBX (AMERICAN FUNDS MORTGAGE FUND CLASS 529-B) | NA | -0.01% | 1.50% | 0.95% | NA | NA | NA | … | … |
Data as of 04/10/2017, Common starting date is 11/04/2010
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| CMFBX (AMERICAN FUNDS MORTGAGE FUND CLASS 529-B) | 11/04/2010 | 04/10/2017 |
| Last 1 Week | 1 Yr | 3 Yr | 5 Yr | 10 Yr | 15 Yr | 20 Yr | Common | Inception | 2017 | 2016 | 2015 | 2014 | 2013 | 2012 | 2011 | 2010 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return (%) | -0.20 | -0.01 | 1.50 | 0.95 | NA | NA | NA | … | … | 0.69 | 1.08 | 1.00 | 4.21 | -3.06 | 1.84 | 5.71 | -2.29 |
| Sharpe Ratio | NA | -0.12 | 0.61 | 0.30 | NA | NA | NA | … | … | 0.67 | 0.43 | 0.28 | 1.41 | -0.91 | 1.28 | 1.62 | -2.43 |
| Standard Deviation(%) | NA | 2.38 | 2.86 | 2.84 | NA | NA | NA | … | … | 3.22 | 2.01 | 3.43 | 2.97 | 3.39 | 1.40 | 3.51 | 5.75 |
| Draw Down(%) | NA | 2.46 | 2.46 | 4.87 | NA | NA | NA | … | … | 1.55 | 2.46 | 2.15 | 0.98 | 4.41 | 0.68 | 1.96 | 3.68 |
| Yield(%) | 0.00 | 1.74 | 1.54 | 1.24 | 0.89 | 0.59 | 0.44 | … | … | 0.29 | 1.58 | 1.68 | 1.16 | 0.19 | 1.44 | 2.61 | 0.00 |
Data as of 04/10/2017, Common starting date is 11/04/2010
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| CMFBX (AMERICAN FUNDS MORTGAGE FUND CLASS 529-B) |
0.52%
Aug 2012 – Aug 2015 |
0.92%
Jan 2012 – Jan 2017 |
0.00%
NA |
0.00%
NA |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| CMFBX (AMERICAN FUNDS MORTGAGE FUND CLASS 529-B) |
2.40%
Jul 2013 – Jul 2016 |
2.28%
Mar 2011 – Mar 2016 |
0.00%
NA |
0.00%
NA |
Annualized Rolling Returns Comparison Chart