Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| CMFCX (AMERICAN FUNDS MORTGAGE FUND CLASS 529-C) | -0.97% | 4.09% | 2.62% | -0.48% | 0.50% | 0.91% | NA | … | … |
Data as of 06/03/2026, Common starting date is 11/03/2010
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| CMFCX (AMERICAN FUNDS MORTGAGE FUND CLASS 529-C) | 11/03/2010 | 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 (%) | 0.00 | 4.09 | 2.62 | -0.48 | 0.50 | 0.91 | NA | … | … | -0.97 | 7.52 | -0.18 | 2.74 | -10.45 | -1.43 | 5.66 | 4.05 | -0.42 | 0.40 | 0.95 | 1.03 | 4.30 | -3.07 | 1.85 | 5.70 | -1.90 |
| Sharpe Ratio | NA | 0.48 | -0.02 | -0.47 | -0.22 | NA | NA | … | … | -0.93 | 0.94 | -0.63 | -0.11 | -1.62 | -0.80 | 1.99 | 1.15 | -0.72 | -0.11 | 0.36 | 0.29 | 1.58 | -0.93 | 1.29 | 1.62 | -1.98 |
| Standard Deviation(%) | NA | 4.11 | 6.10 | 6.31 | 4.77 | NA | NA | … | … | 4.32 | 4.97 | 6.01 | 8.66 | 7.36 | 1.82 | 2.71 | 2.24 | 2.52 | 2.41 | 2.06 | 3.48 | 2.71 | 3.34 | 1.40 | 3.51 | 5.79 |
| Draw Down(%) | NA | 3.40 | 8.05 | 17.12 | 17.51 | NA | NA | … | … | 3.40 | 2.91 | 4.83 | 9.91 | 14.48 | 1.84 | 2.99 | 0.98 | 3.05 | 1.87 | 2.36 | 2.15 | 0.98 | 4.31 | 0.68 | 1.96 | 3.68 |
| Yield(%) | 0.00 | 3.15 | 3.31 | 2.16 | 1.95 | 1.76 | 1.36 | … | … | 1.08 | 3.53 | 3.55 | 3.10 | 0.99 | 0.03 | 3.86 | 2.30 | 0.87 | 0.70 | 1.55 | 1.62 | 1.24 | 0.18 | 1.45 | 2.60 | 0.00 |
Data as of 06/03/2026, Common starting date is 11/03/2010
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| CMFCX (AMERICAN FUNDS MORTGAGE FUND CLASS 529-C) |
-5.73%
Oct 2020 – Oct 2023 |
-1.39%
Oct 2017 – Oct 2022 |
-0.42%
Oct 2013 – Oct 2023 |
0.96%
May 2011 – May 2026 |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| CMFCX (AMERICAN FUNDS MORTGAGE FUND CLASS 529-C) |
4.12%
Oct 2022 – Oct 2025 |
2.28%
Mar 2011 – Mar 2016 |
2.01%
Dec 2010 – Dec 2020 |
1.26%
Feb 2011 – Feb 2026 |
Annualized Rolling Returns Comparison Chart