Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| RMAFX (AMERICAN FUNDS MORTGAGE FUND CLASS R-5) | -0.45% | 4.59% | 3.84% | 0.56% | 1.29% | 1.85% | NA | … | … |
Data as of 06/04/2026, Common starting date is 12/07/2010
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| RMAFX (AMERICAN FUNDS MORTGAGE FUND CLASS R-5) | 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 | 4.59 | 3.84 | 0.56 | 1.29 | 1.85 | NA | … | … | -0.45 | 8.85 | 0.82 | 4.08 | -9.82 | -0.30 | 3.44 | 5.22 | 0.80 | 1.54 | 2.11 | 2.14 | 5.49 | -1.78 | 2.99 | 6.92 | 0.02 |
| Sharpe Ratio | NA | 0.75 | 0.17 | -0.30 | -0.06 | NA | NA | … | … | -0.71 | 1.16 | -0.45 | 0.05 | -1.52 | -0.20 | 0.75 | 1.52 | -0.22 | 0.37 | 0.91 | 0.59 | 1.90 | -0.54 | 2.04 | 1.92 | 0.03 |
| Standard Deviation(%) | NA | 4.24 | 6.28 | 6.43 | 4.97 | NA | NA | … | … | 4.33 | 5.15 | 6.22 | 8.79 | 7.45 | 1.64 | 4.26 | 2.46 | 2.63 | 2.43 | 2.09 | 3.60 | 2.89 | 3.35 | 1.45 | 3.59 | 6.48 |
| Draw Down(%) | NA | 3.27 | 7.78 | 15.33 | 17.89 | NA | NA | … | … | 3.27 | 2.81 | 4.62 | 9.42 | 14.08 | 1.45 | 3.23 | 1.07 | 2.39 | 1.59 | 2.29 | 1.97 | 1.12 | 3.90 | 0.68 | 1.87 | 1.43 |
| Yield(%) | 0.00 | 4.21 | 4.41 | 3.09 | 2.60 | 2.59 | 2.03 | … | … | 1.45 | 4.72 | 4.71 | 4.24 | 1.92 | 0.67 | 1.37 | 3.45 | 2.06 | 1.84 | 2.61 | 2.72 | 2.32 | 1.18 | 2.58 | 3.77 | 0.02 |
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 |
|---|---|---|---|---|
| RMAFX (AMERICAN FUNDS MORTGAGE FUND CLASS R-5) |
-5.82%
Oct 2020 – Oct 2023 |
-0.98%
Oct 2017 – Oct 2022 |
0.37%
Oct 2013 – Oct 2023 |
1.88%
May 2011 – May 2026 |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| RMAFX (AMERICAN FUNDS MORTGAGE FUND CLASS R-5) |
5.38%
Oct 2022 – Oct 2025 |
3.50%
Mar 2011 – Mar 2016 |
2.85%
Jan 2011 – Jan 2021 |
2.20%
Feb 2011 – Feb 2026 |
Annualized Rolling Returns Comparison Chart