Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| RMAGX (AMERICAN FUNDS MORTGAGE FUND CLASS R-6) | -0.54% | 5.23% | 3.82% | 0.59% | 1.35% | 1.90% | NA | … | … |
Data as of 06/10/2026, Common starting date is 12/07/2010
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| RMAGX (AMERICAN FUNDS MORTGAGE FUND CLASS R-6) | 12/07/2010 | 06/10/2026 |
| 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 (%) | -0.34 | 5.23 | 3.82 | 0.59 | 1.35 | 1.90 | NA | … | … | -0.54 | 8.90 | 1.00 | 4.03 | -9.73 | -0.23 | 3.49 | 5.28 | 0.85 | 1.62 | 2.19 | 2.23 | 5.55 | -1.74 | 3.01 | 6.95 | 0.03 |
| Sharpe Ratio | NA | 0.49 | 0.09 | -0.30 | -0.06 | NA | NA | … | … | -0.87 | 1.20 | -0.42 | 0.04 | -1.51 | -0.14 | 0.77 | 1.59 | -0.21 | 0.39 | 0.93 | 0.62 | 1.98 | -0.51 | 2.05 | 1.93 | 0.06 |
| Standard Deviation(%) | NA | 4.24 | 6.19 | 6.43 | 4.96 | NA | NA | … | … | 4.67 | 5.04 | 6.21 | 8.76 | 7.42 | 1.80 | 4.21 | 2.39 | 2.53 | 2.46 | 2.12 | 3.57 | 2.80 | 3.46 | 1.45 | 3.59 | 6.49 |
| Draw Down(%) | NA | 3.38 | 7.29 | 15.19 | 17.62 | NA | NA | … | … | 3.38 | 2.88 | 4.62 | 9.29 | 14.00 | 1.33 | 3.13 | 1.07 | 2.37 | 1.66 | 2.28 | 1.95 | 0.89 | 3.88 | 0.68 | 1.87 | 1.43 |
| Yield(%) | 0.00 | 4.61 | 4.58 | 3.20 | 2.69 | 2.67 | 2.10 | … | … | 1.81 | 4.76 | 4.78 | 4.30 | 2.01 | 0.74 | 1.42 | 3.51 | 2.11 | 1.92 | 2.69 | 2.81 | 2.38 | 1.22 | 2.60 | 3.79 | 0.03 |
Data as of 06/10/2026, 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 |
|---|---|---|---|---|
| RMAGX (AMERICAN FUNDS MORTGAGE FUND CLASS R-6) |
-5.75%
Oct 2020 – Oct 2023 |
-0.92%
Oct 2017 – Oct 2022 |
0.44%
Oct 2013 – Oct 2023 |
1.96%
May 2011 – May 2026 |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| RMAGX (AMERICAN FUNDS MORTGAGE FUND CLASS R-6) |
5.40%
Oct 2022 – Oct 2025 |
3.55%
Mar 2011 – Mar 2016 |
2.91%
Jan 2011 – Jan 2021 |
2.26%
Feb 2011 – Feb 2026 |
Annualized Rolling Returns Comparison Chart