Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| FFMFX (American Funds Mortgage Fund Class 529-F-2) | -0.49% | 4.48% | 3.70% | 0.48% | NA | NA | NA | … | … |
Data as of 06/04/2026, Common starting date is 11/02/2020
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| FFMFX (American Funds Mortgage Fund Class 529-F-2) | 11/02/2020 | 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 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return (%) | -0.11 | 4.48 | 3.70 | 0.48 | NA | NA | NA | … | … | -0.49 | 8.73 | 0.72 | 4.04 | -9.87 | -0.44 | 0.41 |
| Sharpe Ratio | NA | 0.73 | 0.16 | -0.31 | NA | NA | NA | … | … | -0.73 | 1.15 | -0.47 | 0.04 | -1.52 | -0.27 | 2.29 |
| Standard Deviation(%) | NA | 4.22 | 6.22 | 6.40 | NA | NA | NA | … | … | 4.31 | 5.09 | 6.12 | 8.76 | 7.47 | 1.74 | 1.08 |
| Draw Down(%) | NA | 3.28 | 7.81 | 15.43 | NA | NA | NA | … | … | 3.28 | 2.81 | 4.64 | 9.42 | 14.11 | 1.47 | 0.19 |
| Yield(%) | 0.00 | 4.10 | 4.31 | 3.01 | 1.81 | 1.21 | 0.91 | … | … | 1.42 | 4.60 | 4.62 | 4.20 | 1.87 | 0.53 | 3.42 |
Data as of 06/04/2026, Common starting date is 11/02/2020
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| FFMFX (American Funds Mortgage Fund Class 529-F-2) |
-3.39%
Apr 2021 – Apr 2024 |
0.45%
Dec 2020 – Dec 2025 |
0.00%
NA |
0.00%
NA |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| FFMFX (American Funds Mortgage Fund Class 529-F-2) |
5.29%
Oct 2022 – Oct 2025 |
0.95%
Feb 2021 – Feb 2026 |
0.00%
NA |
0.00%
NA |
Annualized Rolling Returns Comparison Chart