Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| RMACX (AMERICAN FUNDS MORTGAGE FUND CLASS R-3) | -0.66% | 4.00% | 3.22% | -0.03% | 0.67% | 1.25% | NA | … | … |
Data as of 06/04/2026, Common starting date is 12/07/2010
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| RMACX (AMERICAN FUNDS MORTGAGE FUND CLASS R-3) | 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 (%) | -0.11 | 4.00 | 3.22 | -0.03 | 0.67 | 1.25 | NA | … | … | -0.66 | 8.20 | 0.30 | 3.33 | -10.27 | -0.93 | 2.70 | 4.48 | 0.17 | 0.93 | 1.53 | 1.51 | 4.88 | -2.23 | 2.48 | 6.34 | 0.00 |
| Sharpe Ratio | NA | 0.61 | 0.07 | -0.39 | -0.18 | NA | NA | … | … | -0.81 | 1.06 | -0.54 | -0.04 | -1.58 | -0.55 | 0.57 | 1.34 | -0.48 | 0.11 | 0.62 | 0.43 | 1.79 | -0.65 | 1.71 | 1.78 | -0.01 |
| Standard Deviation(%) | NA | 4.15 | 6.19 | 6.40 | 4.94 | NA | NA | … | … | 4.37 | 5.02 | 6.17 | 8.73 | 7.45 | 1.75 | 4.29 | 2.24 | 2.53 | 2.43 | 2.11 | 3.47 | 2.72 | 3.46 | 1.43 | 3.55 | 6.46 |
| Draw Down(%) | NA | 3.27 | 7.90 | 16.43 | 19.27 | NA | NA | … | … | 3.27 | 2.95 | 4.75 | 9.65 | 14.38 | 1.54 | 3.30 | 0.98 | 2.58 | 1.85 | 2.35 | 1.97 | 0.96 | 4.03 | 0.68 | 1.93 | 1.43 |
| Yield(%) | 0.00 | 3.64 | 3.83 | 2.57 | 2.04 | 2.02 | 1.59 | … | … | 1.26 | 4.09 | 4.10 | 3.64 | 1.40 | 0.14 | 0.72 | 2.83 | 1.45 | 1.24 | 2.03 | 2.09 | 1.71 | 0.83 | 2.08 | 3.21 | 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 |
|---|---|---|---|---|
| RMACX (AMERICAN FUNDS MORTGAGE FUND CLASS R-3) |
-6.38%
Oct 2020 – Oct 2023 |
-1.61%
Oct 2017 – Oct 2022 |
-0.25%
Oct 2013 – Oct 2023 |
1.28%
May 2011 – May 2026 |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| RMACX (AMERICAN FUNDS MORTGAGE FUND CLASS R-3) |
4.70%
Oct 2022 – Oct 2025 |
2.94%
Mar 2011 – Mar 2016 |
2.25%
Jan 2011 – Jan 2021 |
1.58%
Feb 2011 – Feb 2026 |
Annualized Rolling Returns Comparison Chart