Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Inception |
|---|---|---|---|---|---|---|---|---|
| MFAAX (AMERICAN FUNDS MORTGAGE FUND CLASS A) | 3.32% | 3.72% | 1.25% | -1.31% | 0.89% | NA | NA | 1.47% |
Data as of 07/18/2025, AR inception is 12/06/2010
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| MFAAX (AMERICAN FUNDS MORTGAGE FUND CLASS A) | 12/06/2010 | 07/18/2025 |
| Last 1 Week | 1 Yr | 3 Yr | 5 Yr | 10 Yr | 15 Yr | 20 Yr | Inception | YTD | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | 2013 | 2012 | 2011 | 2010 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return (%) | -0.11 | 3.72 | 1.25 | -1.31 | 0.89 | NA | NA | 1.47 | 3.32 | 0.56 | 3.57 | -10.13 | -0.63 | 3.07 | 4.86 | 0.48 | 1.24 | 1.84 | 1.83 | 5.14 | -2.03 | 2.71 | 6.70 | -0.81 |
| Sharpe Ratio | NA | 0.09 | -0.28 | -0.53 | -0.12 | NA | NA | 0.10 | 0.53 | -0.98 | -0.08 | -1.55 | -0.37 | 0.67 | 1.48 | -0.33 | 0.24 | 0.79 | 0.50 | 1.80 | -0.60 | 1.86 | 1.87 | -1.55 |
| Standard Deviation(%) | NA | 5.75 | 7.49 | 6.36 | 4.86 | NA | NA | 4.40 | 5.98 | 6.16 | 8.72 | 7.46 | 1.79 | 4.23 | 2.33 | 2.54 | 2.52 | 2.07 | 3.64 | 2.85 | 3.46 | 1.44 | 3.57 | 6.96 |
| Draw Down(%) | NA | 5.43 | 11.30 | 18.62 | 18.62 | NA | NA | 18.62 | 2.92 | 4.69 | 9.50 | 14.30 | 1.39 | 3.17 | 1.07 | 2.49 | 1.75 | 2.32 | 2.01 | 0.93 | 3.92 | 0.68 | 1.89 | 2.22 |
| Yield(%) | 0.00 | 4.00 | 3.55 | 2.11 | 2.22 | 2.14 | 1.61 | 2.30 | 1.79 | 4.35 | 3.87 | 1.60 | 0.34 | 1.01 | 3.10 | 1.75 | 1.54 | 2.33 | 2.41 | 1.98 | 0.94 | 2.30 | 3.56 | 0.00 |
Data as of 07/18/2025, AR inception is 12/06/2010
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| MFAAX (AMERICAN FUNDS MORTGAGE FUND CLASS A) |
-6.16%
Oct 2020 - Oct 2023 |
-1.31%
Oct 2017 - Oct 2022 |
0.04%
Oct 2013 - Oct 2023 |
0.00%
NA |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| MFAAX (AMERICAN FUNDS MORTGAGE FUND CLASS A) |
3.91%
Nov 2017 - Nov 2020 |
3.21%
Mar 2011 - Mar 2016 |
2.55%
Jan 2011 - Jan 2021 |
0.00%
NA |
Annualized Rolling Returns Comparison Chart