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American Funds Mortgage R1 (RMAAX)

Nasdaq - Nasdaq Delayed price. Currency in USD
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8.49-0.02 (-0.24%)
At close: 08:00PM EDT

Performance overview

Morningstar return ratingN/A1
Year-to-date return-2.58%
5-year average return-0.95%
Number of years up9
Number of years down4
Best 1-yr total return (6 May 2024)5.85%
Worst 1-yr total return (6 May 2024)N/A
Best 3-yr total return5.85%
Worst 3-yr total return-3.26%

Trailing returns (%) vs. Benchmarks

Time periods longer than one year are annualised.
ReturnRMAAXCategory
YTD-4.36%-1.42%
1-month-3.03%0.14%
3-month-4.11%0.67%
1-year-4.27%-1.19%
3-year-4.34%3.89%
5-year-1.29%1.85%
10-year0.02%2.30%
Last bull market7.07%1.82%
Last bear market-3.21%4.98%

Annual total return (%) history

Year
RMAAXCategory
2024
N/AN/A
2023
2.84%N/A
2022
-10.69%N/A
2021
-1.43%N/A
2020
5.78%5.65%
2019
4.00%5.88%
2018
-0.28%0.51%
2017
0.43%1.58%
2016
1.05%0.89%
2015
1.48%0.49%
2014
5.28%4.73%
2013
-1.92%-2.72%
2012
2.10%2.80%
2011
5.85%6.70%

Past quarterly returns (%)

YearQ1Q2Q3Q4
2024-1.37%N/AN/AN/A
20232.37%-1.97%-3.72%6.44%
2022-4.23%-3.21%-5.29%1.74%
2021-1.47%0.40%-0.08%-0.29%
20204.17%1.07%0.29%0.19%
20191.68%1.66%0.56%0.05%
2018-1.33%-0.14%-0.54%1.75%
20170.55%0.44%0.28%-0.84%
20161.71%0.65%-0.04%-1.24%
20150.96%-0.57%1.45%-0.36%
20142.01%2.27%-0.27%1.18%
2013-0.14%-1.96%0.89%-0.69%
20120.52%0.90%0.92%-0.25%
2011-0.10%2.16%3.04%0.65%

Rank in category (by total return)

YTD96
1-month92
3-month97
1-year99
3-year78
5-year84

Load adjusted returns

1-year-4.27%
3-year-4.34%
5-year-1.29%
10-year0.02%