Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| RMBEX (AMERICAN FUNDS MORTGAGE FUND CLASS R-2E) | -0.68% | 3.94% | 3.13% | -0.12% | 0.94% | NA | NA | … | … |
Data as of 06/04/2026, Common starting date is 09/02/2014
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| RMBEX (AMERICAN FUNDS MORTGAGE FUND CLASS R-2E) | 09/02/2014 | 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 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return (%) | -0.11 | 3.94 | 3.13 | -0.12 | 0.94 | NA | NA | … | … | -0.68 | 8.11 | 0.19 | 3.22 | -10.36 | -1.09 | 6.19 | 4.36 | 0.19 | 0.80 | 1.86 | 1.99 | 0.89 |
| Sharpe Ratio | NA | 0.59 | 0.06 | -0.40 | -0.13 | NA | NA | … | … | -0.81 | 1.04 | -0.56 | -0.05 | -1.57 | -0.63 | 2.20 | 1.27 | -0.49 | 0.06 | 0.80 | 0.56 | 0.99 |
| Standard Deviation(%) | NA | 4.17 | 6.19 | 6.41 | 4.83 | NA | NA | … | … | 4.46 | 5.04 | 6.17 | 8.70 | 7.52 | 1.76 | 2.69 | 2.28 | 2.47 | 2.44 | 2.06 | 3.52 | 2.72 |
| Draw Down(%) | NA | 3.39 | 7.93 | 16.67 | 16.79 | NA | NA | … | … | 3.39 | 2.96 | 4.78 | 9.69 | 14.45 | 1.46 | 2.98 | 1.08 | 2.54 | 1.84 | 2.25 | 1.89 | 0.87 |
| Yield(%) | 0.00 | 3.58 | 3.74 | 2.49 | 2.32 | 1.85 | 1.39 | … | … | 1.23 | 4.02 | 3.99 | 3.54 | 1.31 | 0.08 | 4.08 | 2.72 | 1.37 | 1.11 | 2.56 | 2.57 | 1.19 |
Data as of 06/04/2026, Common starting date is 09/02/2014
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| RMBEX (AMERICAN FUNDS MORTGAGE FUND CLASS R-2E) |
-5.44%
Oct 2020 – Oct 2023 |
-1.04%
Oct 2017 – Oct 2022 |
0.58%
Jan 2015 – Jan 2025 |
0.00%
NA |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| RMBEX (AMERICAN FUNDS MORTGAGE FUND CLASS R-2E) |
4.59%
Oct 2022 – Oct 2025 |
2.81%
Jun 2015 – Jun 2020 |
1.26%
Feb 2016 – Feb 2026 |
0.00%
NA |
Annualized Rolling Returns Comparison Chart