Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| MFAFX (AMERICAN FUNDS MORTGAGE FUND CLASS F-2) | -0.48% | 5.26% | 3.75% | 0.47% | 1.24% | 1.80% | NA | … | … |
Data as of 06/10/2026, Common starting date is 12/07/2010
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| MFAFX (AMERICAN FUNDS MORTGAGE FUND CLASS F-2) | 12/07/2010 | 06/10/2026 |
| 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 (%) | -0.23 | 5.26 | 3.75 | 0.47 | 1.24 | 1.80 | NA | … | … | -0.48 | 8.68 | 0.88 | 4.02 | -9.85 | -0.34 | 3.39 | 5.08 | 0.84 | 1.51 | 2.10 | 2.12 | 5.45 | -1.85 | 2.92 | 6.88 | 0.03 |
| Sharpe Ratio | NA | 0.51 | 0.07 | -0.32 | -0.08 | NA | NA | … | … | -0.86 | 1.14 | -0.45 | 0.04 | -1.52 | -0.21 | 0.73 | 1.52 | -0.22 | 0.36 | 0.89 | 0.59 | 2.01 | -0.56 | 1.99 | 1.91 | 0.06 |
| Standard Deviation(%) | NA | 4.22 | 6.19 | 6.41 | 4.95 | NA | NA | … | … | 4.50 | 5.10 | 6.13 | 8.74 | 7.43 | 1.75 | 4.29 | 2.38 | 2.51 | 2.38 | 2.13 | 3.53 | 2.71 | 3.34 | 1.45 | 3.58 | 6.49 |
| Draw Down(%) | NA | 3.28 | 7.32 | 15.41 | 17.98 | NA | NA | … | … | 3.28 | 2.81 | 4.63 | 9.44 | 14.08 | 1.45 | 3.23 | 1.07 | 2.29 | 1.60 | 2.20 | 1.97 | 0.89 | 3.92 | 0.68 | 1.87 | 1.43 |
| Yield(%) | 0.00 | 4.53 | 4.46 | 3.10 | 2.58 | 2.56 | 2.02 | … | … | 1.77 | 4.67 | 4.65 | 4.18 | 1.89 | 0.63 | 1.32 | 3.42 | 2.01 | 1.81 | 2.60 | 2.70 | 2.28 | 1.11 | 2.51 | 3.73 | 0.03 |
Data as of 06/10/2026, 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 |
|---|---|---|---|---|
| MFAFX (AMERICAN FUNDS MORTGAGE FUND CLASS F-2) |
-5.82%
Oct 2020 – Oct 2023 |
-1.04%
Oct 2017 – Oct 2022 |
0.34%
Oct 2013 – Oct 2023 |
1.86%
May 2011 – May 2026 |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| MFAFX (AMERICAN FUNDS MORTGAGE FUND CLASS F-2) |
5.32%
Oct 2022 – Oct 2025 |
3.45%
Mar 2011 – Mar 2016 |
2.82%
Jan 2011 – Jan 2021 |
2.15%
Feb 2011 – Feb 2026 |
Annualized Rolling Returns Comparison Chart