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CMFCX: AMERICAN FUNDS MORTGAGE FUND CLASS 529-C (MUTUAL FUND)
Basic Info 8.62 0.04(0.46%) June 05
| Asset Class: | Intermediate-Term Bond |
| MyPlanIQ Rating: | (99%) |
| Start Date: | 11/03/2010 |
| Last Dividend Date: | 04/30/2026 |
| 12-Mo. Yield | 3.44% |
| Expenses | 0.70% |
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Performance Analytics (As of 06/03/2026)
Not up-to-date? Try| Last 1 Week* | YTD*(2026) | 1 Yr | 3 Yr | 5 Yr | 10 Yr | 15 Yr | Since 11/03/2010 |
2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | 2013 | 2012 | 2011 | 2010 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return(%) | -0.7 | -1.3 | 3.4 | 2.5 | -0.6 | 0.5 | 0.9 | 0.9 | 7.5 | -0.2 | 2.7 | -10.4 | -1.4 | 5.7 | 4.0 | -0.4 | 0.4 | 0.9 | 1.0 | 4.3 | -3.1 | 1.8 | 5.7 | -1.9 |
| Sharpe Ratio | NA | -0.93 | 0.48 | -0.02 | -0.47 | -0.22 | NA | -0.03 | 0.94 | -0.63 | -0.11 | -1.62 | -0.8 | 1.99 | 1.15 | -0.72 | -0.11 | 0.36 | 0.29 | 1.58 | -0.93 | 1.29 | 1.62 | -1.98 |
| Draw Down(%) | NA | 3.4 | 3.4 | 8.1 | 17.1 | 17.5 | NA | 17.5 | 2.9 | 4.8 | 9.9 | 14.5 | 1.8 | 3.0 | 1.0 | 3.1 | 1.9 | 2.4 | 2.2 | 1.0 | 4.3 | 0.7 | 2.0 | 3.7 |
| Standard Deviation(%) | NA | 4.3 | 4.1 | 6.1 | 6.3 | 4.8 | NA | 4.2 | 5.0 | 6.0 | 8.7 | 7.4 | 1.8 | 2.7 | 2.2 | 2.5 | 2.4 | 2.1 | 3.5 | 2.7 | 3.3 | 1.4 | 3.5 | 5.8 |
| Treynor Ratio | NA | -0.05 | 0.02 | 0.0 | -0.03 | -0.01 | NA | 0.0 | 0.05 | -0.04 | -0.01 | -0.15 | -0.04 | 0.18 | 0.04 | -0.02 | 0.0 | 0.02 | 0.01 | 0.05 | -0.04 | 0.06 | 0.1 | -0.15 |
| Alpha | NA | -0.01 | -0.01 | -0.01 | -0.01 | -0.01 | NA | -0.01 | -0.01 | -0.01 | -0.02 | 0.0 | 0.0 | 0.01 | -0.01 | 0.0 | -0.01 | 0.0 | 0.0 | 0.0 | -0.01 | 0.0 | 0.01 | 0.0 |
| Beta | NA | 0.86 | 0.87 | 1.0 | 0.91 | 0.8 | NA | 0.76 | 0.94 | 1.02 | 1.06 | 0.81 | 0.4 | 0.3 | 0.59 | 0.78 | 0.73 | 0.37 | 0.74 | 0.81 | 0.78 | 0.3 | 0.6 | 0.77 |
| RSquared | NA | 0.85 | 0.82 | 0.88 | 0.85 | 0.76 | NA | 0.74 | 0.83 | 0.88 | 0.89 | 0.87 | 0.7 | 0.33 | 0.77 | 0.67 | 0.71 | 0.42 | 0.8 | 0.8 | 0.76 | 0.43 | 0.69 | 0.86 |
| Yield(%) | N/A | 1.1 | 3.1 | 3.3 | 2.2 | 1.9 | 1.8 | N/A | 3.5 | 3.6 | 3.1 | 1.0 | 0.0 | 3.9 | 2.3 | 0.9 | 0.7 | 1.5 | 1.6 | 1.2 | 0.2 | 1.5 | 2.6 | 0.0 |
| Dividend Growth(%) | N/A | -68.3 | -12.3 | 58.0 | 20.1 | N/A | N/A | N/A | -3.8 | 13.0 | 177.4 | 3453.6 | -99.3 | 70.5 | 162.0 | 23.7 | -55.1 | -4.9 | 34.4 | 577.8 | -87.8 | -42.4 | N/A | N/A |
*: NOT annualized;YTD: Year to Date
**Inception: starting from 11/03/2010
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