Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| MFACX (AMERICAN FUNDS MORTGAGE FUND CLASS C) | -0.96% | 4.13% | 2.65% | -0.52% | 0.18% | 0.72% | NA | … | … |
Data as of 06/03/2026, Common starting date is 12/07/2010
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| MFACX (AMERICAN FUNDS MORTGAGE FUND CLASS C) | 12/07/2010 | 06/03/2026 |
| 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 (%) | 0.00 | 4.13 | 2.65 | -0.52 | 0.18 | 0.72 | NA | … | … | -0.96 | 7.57 | -0.15 | 2.78 | -10.73 | -1.43 | 2.28 | 3.98 | -0.19 | 0.45 | 1.01 | 1.07 | 4.31 | -2.93 | 1.91 | 5.81 | 0.00 |
| Sharpe Ratio | NA | 0.49 | -0.02 | -0.47 | -0.28 | NA | NA | … | … | -0.91 | 0.95 | -0.63 | -0.10 | -1.64 | -0.83 | 0.47 | 1.06 | -0.64 | -0.09 | 0.38 | 0.30 | 1.57 | -0.86 | 1.33 | 1.64 | -0.01 |
| Standard Deviation(%) | NA | 4.14 | 6.10 | 6.34 | 4.91 | NA | NA | … | … | 4.38 | 4.96 | 6.03 | 8.67 | 7.43 | 1.76 | 4.34 | 2.37 | 2.46 | 2.45 | 2.10 | 3.48 | 2.74 | 3.46 | 1.40 | 3.52 | 6.46 |
| Draw Down(%) | NA | 3.50 | 8.02 | 17.33 | 20.44 | NA | NA | … | … | 3.50 | 2.90 | 4.81 | 9.87 | 14.74 | 1.73 | 3.39 | 1.08 | 2.83 | 1.96 | 2.34 | 2.15 | 0.98 | 4.31 | 0.68 | 1.95 | 1.43 |
| Yield(%) | 0.00 | 3.19 | 3.34 | 2.18 | 1.64 | 1.58 | 1.24 | … | … | 1.09 | 3.58 | 3.58 | 3.13 | 1.01 | 0.04 | 0.39 | 2.34 | 0.99 | 0.75 | 1.61 | 1.65 | 1.26 | 0.22 | 1.51 | 2.70 | 0.00 |
Data as of 06/03/2026, 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 |
|---|---|---|---|---|
| MFACX (AMERICAN FUNDS MORTGAGE FUND CLASS C) |
-6.83%
Oct 2020 – Oct 2023 |
-2.08%
Oct 2017 – Oct 2022 |
-0.72%
Oct 2013 – Oct 2023 |
0.77%
May 2011 – May 2026 |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| MFACX (AMERICAN FUNDS MORTGAGE FUND CLASS C) |
4.16%
Oct 2022 – Oct 2025 |
2.35%
Mar 2011 – Mar 2016 |
1.73%
Jan 2011 – Jan 2021 |
1.08%
Feb 2011 – Feb 2026 |
Annualized Rolling Returns Comparison Chart