Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| RMABX (AMERICAN FUNDS MORTGAGE FUND CLASS R-2) | -0.83% | 3.59% | 2.79% | -0.45% | 0.25% | 0.81% | NA | … | … |
Data as of 06/04/2026, Common starting date is 12/07/2010
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| RMABX (AMERICAN FUNDS MORTGAGE FUND CLASS R-2) | 12/07/2010 | 06/04/2026 |
| 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 (%) | -0.12 | 3.59 | 2.79 | -0.45 | 0.25 | 0.81 | NA | … | … | -0.83 | 7.67 | -0.05 | 2.89 | -10.66 | -1.43 | 2.41 | 4.04 | -0.34 | 0.49 | 1.16 | 0.89 | 4.27 | -2.65 | 2.11 | 6.00 | 0.00 |
| Sharpe Ratio | NA | 0.50 | 0.00 | -0.46 | -0.27 | NA | NA | … | … | -0.91 | 0.96 | -0.61 | -0.09 | -1.63 | -0.87 | 0.51 | 1.15 | -0.68 | -0.07 | 0.46 | 0.25 | 1.57 | -0.79 | 1.47 | 1.69 | -0.01 |
| Standard Deviation(%) | NA | 4.17 | 6.13 | 6.35 | 4.90 | NA | NA | … | … | 4.38 | 5.01 | 6.03 | 8.69 | 7.43 | 1.67 | 4.24 | 2.24 | 2.54 | 2.42 | 2.03 | 3.43 | 2.70 | 3.38 | 1.41 | 3.54 | 6.46 |
| Draw Down(%) | NA | 3.49 | 8.00 | 17.22 | 20.25 | NA | NA | … | … | 3.49 | 2.90 | 4.80 | 9.82 | 14.71 | 1.73 | 3.31 | 1.08 | 2.98 | 1.96 | 2.40 | 2.15 | 0.96 | 4.13 | 0.68 | 1.96 | 1.43 |
| Yield(%) | 0.00 | 3.23 | 3.43 | 2.25 | 1.69 | 1.65 | 1.30 | … | … | 1.10 | 3.67 | 3.69 | 3.23 | 1.09 | 0.04 | 0.42 | 2.40 | 0.95 | 0.79 | 1.66 | 1.58 | 1.32 | 0.50 | 1.71 | 2.88 | 0.00 |
Data as of 06/04/2026, 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 |
|---|---|---|---|---|
| RMABX (AMERICAN FUNDS MORTGAGE FUND CLASS R-2) |
-6.78%
Oct 2020 – Oct 2023 |
-2.04%
Oct 2017 – Oct 2022 |
-0.71%
Oct 2013 – Oct 2023 |
0.84%
May 2011 – May 2026 |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| RMABX (AMERICAN FUNDS MORTGAGE FUND CLASS R-2) |
4.27%
Oct 2022 – Oct 2025 |
2.46%
Mar 2011 – Mar 2016 |
1.80%
Jan 2011 – Jan 2021 |
1.15%
Feb 2011 – Feb 2026 |
Annualized Rolling Returns Comparison Chart