Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| RMAHX (AMERICAN FUNDS MORTGAGE FUND CLASS R-5E) | -0.60% | 5.09% | 3.66% | 0.42% | 1.54% | NA | NA | … | … |
Data as of 06/10/2026, Common starting date is 11/23/2015
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| RMAHX (AMERICAN FUNDS MORTGAGE FUND CLASS R-5E) | 11/23/2015 | 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 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return (%) | -0.34 | 5.09 | 3.66 | 0.42 | 1.54 | NA | NA | … | … | -0.60 | 8.72 | 0.83 | 3.86 | -9.79 | -0.51 | 6.83 | 5.12 | 0.70 | 1.71 | 1.98 | -0.01 |
| Sharpe Ratio | NA | 0.46 | 0.06 | -0.33 | -0.02 | NA | NA | … | … | -0.92 | 1.15 | -0.45 | 0.02 | -1.51 | -0.31 | 2.37 | 1.59 | -0.27 | 0.42 | 0.86 | -0.09 |
| Standard Deviation(%) | NA | 4.21 | 6.19 | 6.42 | 4.85 | NA | NA | … | … | 4.55 | 5.08 | 6.17 | 8.74 | 7.46 | 1.72 | 2.77 | 2.30 | 2.58 | 2.51 | 2.06 | 2.66 |
| Draw Down(%) | NA | 3.27 | 7.33 | 15.49 | 15.49 | NA | NA | … | … | 3.27 | 2.89 | 4.65 | 9.36 | 14.03 | 1.47 | 3.07 | 0.98 | 2.40 | 1.69 | 2.21 | 0.68 |
| Yield(%) | 0.00 | 4.48 | 4.42 | 3.05 | 2.90 | 2.07 | 1.55 | … | … | 1.76 | 4.60 | 4.61 | 4.14 | 1.85 | 0.56 | 4.72 | 3.36 | 1.96 | 1.91 | 2.58 | 1.36 |
Data as of 06/10/2026, Common starting date is 11/23/2015
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| RMAHX (AMERICAN FUNDS MORTGAGE FUND CLASS R-5E) |
-4.82%
Oct 2020 – Oct 2023 |
-0.41%
Oct 2017 – Oct 2022 |
1.61%
Apr 2016 – Apr 2026 |
0.00%
NA |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| RMAHX (AMERICAN FUNDS MORTGAGE FUND CLASS R-5E) |
5.23%
Oct 2022 – Oct 2025 |
3.24%
Dec 2015 – Dec 2020 |
1.85%
Feb 2016 – Feb 2026 |
0.00%
NA |
Annualized Rolling Returns Comparison Chart