Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| CMFEX (AMERICAN FUNDS MORTGAGE FUND CLASS 529-E) | -0.66% | 4.03% | 3.25% | -0.01% | 0.71% | 1.24% | NA | … | … |
Data as of 06/04/2026, Common starting date is 12/02/2010
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| CMFEX (AMERICAN FUNDS MORTGAGE FUND CLASS 529-E) | 12/02/2010 | 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 | 2016 | 2015 | 2014 | 2013 | 2012 | 2011 | 2010 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return (%) | -0.11 | 4.03 | 3.25 | -0.01 | 0.71 | 1.24 | NA | … | … | -0.66 | 8.22 | 0.21 | 3.47 | -10.33 | -0.92 | 2.85 | 4.61 | 0.22 | 1.04 | 1.46 | 1.51 | 4.88 | -2.50 | 2.34 | 6.24 | -0.30 |
| Sharpe Ratio | NA | 0.61 | 0.08 | -0.39 | -0.17 | NA | NA | … | … | -0.82 | 1.05 | -0.55 | -0.02 | -1.58 | -0.56 | 0.61 | 1.37 | -0.46 | 0.16 | 0.60 | 0.42 | 1.74 | -0.73 | 1.62 | 1.75 | -0.57 |
| Standard Deviation(%) | NA | 4.19 | 6.23 | 6.41 | 4.95 | NA | NA | … | … | 4.31 | 5.08 | 6.19 | 8.74 | 7.47 | 1.68 | 4.27 | 2.29 | 2.57 | 2.39 | 2.08 | 3.50 | 2.80 | 3.46 | 1.42 | 3.54 | 6.79 |
| Draw Down(%) | NA | 3.37 | 7.96 | 16.46 | 19.20 | NA | NA | … | … | 3.37 | 2.83 | 4.74 | 9.71 | 14.44 | 1.54 | 3.18 | 0.98 | 2.57 | 1.84 | 2.26 | 2.07 | 0.99 | 4.07 | 0.68 | 1.92 | 2.22 |
| Yield(%) | 0.00 | 3.66 | 3.85 | 2.58 | 2.06 | 2.00 | 1.57 | … | … | 1.25 | 4.12 | 4.12 | 3.66 | 1.40 | 0.15 | 0.77 | 2.86 | 1.50 | 1.25 | 2.06 | 2.09 | 1.62 | 0.56 | 1.94 | 3.12 | 0.00 |
Data as of 06/04/2026, 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 |
|---|---|---|---|---|
| CMFEX (AMERICAN FUNDS MORTGAGE FUND CLASS 529-E) |
-6.36%
Oct 2020 – Oct 2023 |
-1.56%
Oct 2017 – Oct 2022 |
-0.23%
Oct 2013 – Oct 2023 |
1.27%
May 2011 – May 2026 |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| CMFEX (AMERICAN FUNDS MORTGAGE FUND CLASS 529-E) |
4.71%
Oct 2022 – Oct 2025 |
2.84%
Mar 2011 – Mar 2016 |
2.23%
Jan 2011 – Jan 2021 |
1.58%
Feb 2011 – Feb 2026 |
Annualized Rolling Returns Comparison Chart