Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| RMAAX (AMERICAN FUNDS MORTGAGE FUND CLASS R-1) | -1.30% | 3.34% | 2.57% | -0.57% | 0.16% | 0.89% | NA | … | … |
Data as of 06/05/2026, Common starting date is 12/07/2010
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| RMAAX (AMERICAN FUNDS MORTGAGE FUND CLASS R-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 (%) | -0.69 | 3.34 | 2.57 | -0.57 | 0.16 | 0.89 | NA | … | … | -1.30 | 7.64 | -0.17 | 2.86 | -10.68 | -1.43 | 2.29 | 4.01 | -0.28 | 0.45 | 1.02 | 1.48 | 5.29 | -1.93 | 2.12 | 5.85 | 0.00 |
| Sharpe Ratio | NA | 0.17 | -0.11 | -0.49 | -0.30 | NA | NA | … | … | -1.27 | 0.94 | -0.62 | -0.09 | -1.63 | -0.87 | 0.48 | 1.11 | -0.66 | -0.09 | 0.38 | 0.41 | 1.89 | -0.56 | 1.47 | 1.65 | -0.01 |
| Standard Deviation(%) | NA | 4.12 | 6.16 | 6.38 | 4.92 | NA | NA | … | … | 4.33 | 5.08 | 6.13 | 8.66 | 7.48 | 1.67 | 4.24 | 2.29 | 2.54 | 2.34 | 2.08 | 3.51 | 2.79 | 3.48 | 1.41 | 3.52 | 6.46 |
| Draw Down(%) | NA | 3.38 | 7.54 | 17.16 | 20.35 | NA | NA | … | … | 3.38 | 3.01 | 4.91 | 9.81 | 14.71 | 1.73 | 3.40 | 0.98 | 2.91 | 1.86 | 2.34 | 2.15 | 0.98 | 3.97 | 0.68 | 1.95 | 1.43 |
| Yield(%) | 0.00 | 3.23 | 3.40 | 2.23 | 1.67 | 1.77 | 1.39 | … | … | 1.09 | 3.64 | 3.67 | 3.20 | 1.06 | 0.04 | 0.40 | 2.37 | 1.01 | 0.75 | 1.61 | 2.06 | 2.11 | 1.23 | 1.72 | 2.74 | 0.00 |
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 |
|---|---|---|---|---|
| RMAAX (AMERICAN FUNDS MORTGAGE FUND CLASS R-1) |
-6.79%
Oct 2020 – Oct 2023 |
-2.08%
Oct 2017 – Oct 2022 |
-0.55%
Oct 2013 – Oct 2023 |
0.95%
May 2011 – May 2026 |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| RMAAX (AMERICAN FUNDS MORTGAGE FUND CLASS R-1) |
4.23%
Oct 2022 – Oct 2025 |
2.89%
Mar 2011 – Mar 2016 |
2.00%
Jan 2011 – Jan 2021 |
1.26%
Feb 2011 – Feb 2026 |
Annualized Rolling Returns Comparison Chart