Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| CMFFX (AMERICAN FUNDS MORTGAGE FUND CLASS 529-F-1) | -0.50% | 4.49% | 3.75% | 0.48% | 1.17% | 1.71% | NA | … | … |
Data as of 06/04/2026, Common starting date is 12/02/2010
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| CMFFX (AMERICAN FUNDS MORTGAGE FUND CLASS 529-F-1) | 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 | 4.49 | 3.75 | 0.48 | 1.17 | 1.71 | NA | … | … | -0.50 | 8.76 | 0.85 | 3.84 | -9.90 | -0.43 | 3.29 | 5.07 | 0.66 | 1.39 | 1.98 | 1.98 | 5.26 | -1.94 | 2.83 | 6.78 | -0.29 |
| Sharpe Ratio | NA | 0.69 | 0.15 | -0.31 | -0.08 | NA | NA | … | … | -0.77 | 1.16 | -0.45 | 0.02 | -1.53 | -0.26 | 0.71 | 1.52 | -0.28 | 0.31 | 0.85 | 0.53 | 1.85 | -0.57 | 1.94 | 1.89 | -0.55 |
| Standard Deviation(%) | NA | 4.27 | 6.21 | 6.42 | 4.95 | NA | NA | … | … | 4.49 | 5.07 | 6.21 | 8.71 | 7.46 | 1.77 | 4.26 | 2.36 | 2.60 | 2.39 | 2.08 | 3.66 | 2.84 | 3.48 | 1.44 | 3.58 | 6.80 |
| Draw Down(%) | NA | 3.29 | 7.72 | 15.53 | 18.07 | NA | NA | … | … | 3.29 | 2.89 | 4.65 | 9.38 | 14.13 | 1.36 | 3.15 | 0.98 | 2.43 | 1.72 | 2.30 | 1.99 | 0.99 | 3.95 | 0.68 | 1.88 | 2.22 |
| Yield(%) | 0.00 | 4.10 | 4.32 | 3.00 | 2.48 | 2.45 | 1.92 | … | … | 1.41 | 4.63 | 4.63 | 4.13 | 1.83 | 0.54 | 1.22 | 3.31 | 1.92 | 1.69 | 2.48 | 2.56 | 2.10 | 1.02 | 2.42 | 3.63 | 0.01 |
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 |
|---|---|---|---|---|
| CMFFX (AMERICAN FUNDS MORTGAGE FUND CLASS 529-F-1) |
-5.90%
Oct 2020 – Oct 2023 |
-1.11%
Oct 2017 – Oct 2022 |
0.23%
Oct 2013 – Oct 2023 |
1.73%
May 2011 – May 2026 |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| CMFFX (AMERICAN FUNDS MORTGAGE FUND CLASS 529-F-1) |
5.24%
Oct 2022 – Oct 2025 |
3.33%
Mar 2011 – Mar 2016 |
2.69%
Jan 2011 – Jan 2021 |
2.05%
Feb 2011 – Feb 2026 |
Annualized Rolling Returns Comparison Chart