Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| MFAEX (AMERICAN FUNDS MORTGAGE FUND CLASS F-1) | -1.13% | 4.06% | 3.34% | 0.17% | 0.92% | 1.50% | NA | … | … |
Data as of 06/05/2026, Common starting date is 12/07/2010
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| MFAEX (AMERICAN FUNDS MORTGAGE FUND CLASS F-1) | 12/07/2010 | 06/05/2026 |
| 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 (%) | -0.80 | 4.06 | 3.34 | 0.17 | 0.92 | 1.50 | NA | … | … | -1.13 | 8.53 | 0.65 | 3.64 | -10.08 | -0.63 | 3.10 | 4.89 | 0.47 | 1.19 | 1.83 | 1.85 | 5.12 | -2.07 | 2.68 | 6.59 | 0.01 |
| Sharpe Ratio | NA | 0.34 | 0.01 | -0.37 | -0.15 | NA | NA | … | … | -1.15 | 1.12 | -0.48 | 0.00 | -1.56 | -0.37 | 0.67 | 1.46 | -0.37 | 0.21 | 0.78 | 0.51 | 1.84 | -0.61 | 1.84 | 1.84 | 0.01 |
| Standard Deviation(%) | NA | 4.13 | 6.14 | 6.39 | 4.93 | NA | NA | … | … | 4.46 | 5.05 | 6.15 | 8.69 | 7.41 | 1.78 | 4.21 | 2.34 | 2.49 | 2.55 | 2.07 | 3.56 | 2.78 | 3.48 | 1.43 | 3.56 | 6.47 |
| Draw Down(%) | NA | 3.33 | 7.38 | 15.89 | 18.53 | NA | NA | … | … | 3.33 | 2.91 | 4.68 | 9.48 | 14.24 | 1.39 | 3.17 | 1.07 | 2.49 | 1.77 | 2.32 | 2.01 | 0.99 | 3.94 | 0.68 | 1.90 | 1.43 |
| Yield(%) | 0.00 | 3.93 | 4.13 | 2.82 | 2.31 | 2.28 | 1.80 | … | … | 1.34 | 4.41 | 4.44 | 3.94 | 1.66 | 0.34 | 1.02 | 3.13 | 1.74 | 1.50 | 2.33 | 2.43 | 1.96 | 0.89 | 2.27 | 3.46 | 0.01 |
Data as of 06/05/2026, 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 |
|---|---|---|---|---|
| MFAEX (AMERICAN FUNDS MORTGAGE FUND CLASS F-1) |
-6.11%
Oct 2020 – Oct 2023 |
-1.29%
Oct 2017 – Oct 2022 |
0.05%
Oct 2013 – Oct 2023 |
1.57%
May 2011 – May 2026 |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| MFAEX (AMERICAN FUNDS MORTGAGE FUND CLASS F-1) |
5.03%
Oct 2022 – Oct 2025 |
3.18%
Mar 2011 – Mar 2016 |
2.53%
Jan 2011 – Jan 2021 |
1.88%
Feb 2011 – Feb 2026 |
Annualized Rolling Returns Comparison Chart