Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| MFABX (AMERICAN FUNDS MORTGAGE FUND CLASS B) | NA | -0.01% | 1.66% | 1.02% | NA | NA | NA | … | … |
Data as of 04/10/2017, Common starting date is 12/07/2010
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| MFABX (AMERICAN FUNDS MORTGAGE FUND CLASS B) | 12/07/2010 | 04/10/2017 |
| Last 1 Week | 1 Yr | 3 Yr | 5 Yr | 10 Yr | 15 Yr | 20 Yr | Common | Inception | 2017 | 2016 | 2015 | 2014 | 2013 | 2012 | 2011 | 2010 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return (%) | -0.20 | -0.01 | 1.66 | 1.02 | NA | NA | NA | … | … | 0.65 | 1.04 | 1.12 | 4.33 | -2.93 | 1.93 | 5.84 | 0.00 |
| Sharpe Ratio | NA | -0.16 | 0.55 | 0.33 | NA | NA | NA | … | … | 0.63 | 0.41 | 0.31 | 1.56 | -0.86 | 1.34 | 1.65 | -0.01 |
| Standard Deviation(%) | NA | 2.38 | 2.79 | 2.82 | NA | NA | NA | … | … | 3.21 | 2.01 | 3.48 | 2.76 | 3.43 | 1.41 | 3.52 | 6.46 |
| Draw Down(%) | NA | 2.41 | 2.41 | 4.74 | NA | NA | NA | … | … | 1.54 | 2.41 | 2.13 | 0.98 | 4.31 | 0.68 | 1.95 | 1.43 |
| Yield(%) | 0.00 | 1.65 | 1.54 | 1.27 | 0.94 | 0.63 | 0.47 | … | … | 0.15 | 1.63 | 1.71 | 1.28 | 0.23 | 1.53 | 2.73 | 0.00 |
Data as of 04/10/2017, Common starting date is 12/07/2010
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| MFABX (AMERICAN FUNDS MORTGAGE FUND CLASS B) |
0.66%
Aug 2012 – Aug 2015 |
1.03%
Jan 2012 – Jan 2017 |
0.00%
NA |
0.00%
NA |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| MFABX (AMERICAN FUNDS MORTGAGE FUND CLASS B) |
2.51%
Jul 2013 – Jul 2016 |
2.40%
Mar 2011 – Mar 2016 |
0.00%
NA |
0.00%
NA |
Annualized Rolling Returns Comparison Chart