American Mortg Backed Funds Summary Page
for period ending May 31, 2025
More ways to view this list of American funds:
by Category: Balanced, High Yield, Infl Protected, Intermed Term, International, Large Cap, Mortg Backed, Multisector, Regions, Short Term, Target Risk, Tax Exempt
In the scatterplots below the dots nearest the top left indicate the best risk vs. return combination. Select any dot to see its ticker symbol or id. Click any dot to see details. Use the table below to compare performance of all the American funds.
Sort any column by clicking the heading in the gray row. Click any American fund name below for full details.
Maximum Drawdown vs. Annual Return
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American Funds: Mortg Backed
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S&P 500 (SPY)
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U.S. Bonds (BND)
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Balanced (60% Equity / 40% Bonds)
| Total Return, annualized % | Max DrawDown | |||||||||||
| American Fund Name | ID | Peer Group | 1 month | YTD | 1 year | 3 year | 5 year | 10 year | 15 year | 20 year | 15 year | 20 year |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
| U.S. Total Bond Market | BND | Benchmark | -0.7% | 2.5% | 5.4% | * | * | * | * | * | * | * |
| S&P 500 | SPY | Benchmark | 6.3% | 0.9% | 13.2% | * | * | * | * | * | * | * |
| Strategic 60-40 Portfolio | s.6040 | Benchmark | 3.5% | 1.3% | 10.0% | * | * | * | * | * | * | * |
| Mortgage A | MFAAX | Fixed Income | -1.1% | 3.1% | 6.2% | * | * | * | * | * | * | * |