Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| RMAEX (AMERICAN FUNDS MORTGAGE FUND CLASS R-4) | -0.55% | 4.32% | 3.54% | 0.28% | 1.00% | 1.58% | NA | … | … |
Data as of 06/04/2026, Common starting date is 12/07/2010
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| RMAEX (AMERICAN FUNDS MORTGAGE FUND CLASS R-4) | 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 | 4.32 | 3.54 | 0.28 | 1.00 | 1.58 | NA | … | … | -0.55 | 8.54 | 0.64 | 3.65 | -10.07 | -0.57 | 3.13 | 4.90 | 0.48 | 1.24 | 1.85 | 1.92 | 5.33 | -2.05 | 2.77 | 6.64 | 0.00 |
| Sharpe Ratio | NA | 0.70 | 0.13 | -0.34 | -0.11 | NA | NA | … | … | -0.76 | 1.13 | -0.48 | 0.00 | -1.56 | -0.34 | 0.68 | 1.46 | -0.36 | 0.24 | 0.79 | 0.52 | 1.88 | -0.60 | 1.90 | 1.85 | -0.01 |
| Standard Deviation(%) | NA | 4.13 | 6.20 | 6.39 | 4.93 | NA | NA | … | … | 4.34 | 5.03 | 6.21 | 8.71 | 7.41 | 1.78 | 4.20 | 2.34 | 2.53 | 2.44 | 2.06 | 3.64 | 2.83 | 3.46 | 1.44 | 3.57 | 6.46 |
| Draw Down(%) | NA | 3.31 | 7.88 | 15.84 | 18.45 | NA | NA | … | … | 3.31 | 2.91 | 4.67 | 9.47 | 14.24 | 1.40 | 3.16 | 1.07 | 2.49 | 1.75 | 2.31 | 2.01 | 0.99 | 3.88 | 0.68 | 1.90 | 1.43 |
| Yield(%) | 0.00 | 3.94 | 4.13 | 2.84 | 2.32 | 2.33 | 1.83 | … | … | 1.35 | 4.43 | 4.43 | 3.95 | 1.67 | 0.40 | 1.06 | 3.14 | 1.75 | 1.54 | 2.34 | 2.50 | 2.06 | 1.01 | 2.36 | 3.50 | 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 |
|---|---|---|---|---|
| RMAEX (AMERICAN FUNDS MORTGAGE FUND CLASS R-4) |
-6.08%
Oct 2020 – Oct 2023 |
-1.27%
Oct 2017 – Oct 2022 |
0.09%
Oct 2013 – Oct 2023 |
1.61%
May 2011 – May 2026 |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| RMAEX (AMERICAN FUNDS MORTGAGE FUND CLASS R-4) |
5.03%
Oct 2022 – Oct 2025 |
3.27%
Mar 2011 – Mar 2016 |
2.58%
Jan 2011 – Jan 2021 |
1.92%
Feb 2011 – Feb 2026 |
Annualized Rolling Returns Comparison Chart