Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| FMMFX (American Funds Mortgage Fund Class 529-F-3) | -0.45% | 4.60% | 3.84% | 0.59% | 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 |
|---|---|---|
| FMMFX (American Funds Mortgage Fund Class 529-F-3) | 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 | 4.60 | 3.84 | 0.59 | NA | NA | NA | … | … | -0.45 | 8.77 | 0.98 | 4.11 | -9.80 | -0.31 | 0.43 |
| Sharpe Ratio | NA | 0.75 | 0.18 | -0.29 | NA | NA | NA | … | … | -0.68 | 1.15 | -0.43 | 0.05 | -1.51 | -0.19 | 2.38 |
| Standard Deviation(%) | NA | 4.31 | 6.24 | 6.41 | NA | NA | NA | … | … | 4.48 | 5.12 | 6.14 | 8.72 | 7.45 | 1.77 | 1.09 |
| Draw Down(%) | NA | 3.27 | 7.77 | 15.30 | NA | NA | NA | … | … | 3.27 | 2.81 | 4.62 | 9.41 | 14.07 | 1.45 | 0.19 |
| Yield(%) | 0.00 | 4.22 | 4.45 | 3.11 | 1.87 | 1.24 | 0.93 | … | … | 1.45 | 4.76 | 4.75 | 4.27 | 1.94 | 0.66 | 3.44 |
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 |
|---|---|---|---|---|
| FMMFX (American Funds Mortgage Fund Class 529-F-3) |
-3.30%
Apr 2021 – Apr 2024 |
0.56%
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 |
|---|---|---|---|---|
| FMMFX (American Funds Mortgage Fund Class 529-F-3) |
5.42%
Oct 2022 – Oct 2025 |
1.06%
Feb 2021 – Feb 2026 |
0.00%
NA |
0.00%
NA |
Annualized Rolling Returns Comparison Chart