Canada markets closed

American Funds Mortgage 529E (CMFEX)

Nasdaq - Nasdaq Delayed Price. Currency in USD
Add to watchlist
8.54+0.04 (+0.47%)
At close: 08:00PM EDT

Performance Overview

Morningstar Return RatingN/A1
Year-to-Date Return-2.64%
5-Year Average Return-0.43%
Number of Years Up10
Number of Years Down3
Best 1 Yr Total Return (May 2, 2024)6.33%
Worst 1 Yr Total Return (May 2, 2024)N/A
Best 3-Yr Total Return6.33%
Worst 3-Yr Total Return-2.76%

Trailing Returns (%) Vs. Benchmarks

Time periods greater than 1 year are annualized.
ReturnCMFEXCategory
YTD-4.26%-1.42%
1-Month-2.96%0.14%
3-Month-4.06%0.67%
1-Year-3.82%-1.19%
3-Year-3.87%3.89%
5-Year-0.78%1.85%
10-Year0.44%2.30%
Last Bull Market7.36%1.82%
Last Bear Market-3.17%4.98%

Annual Total Return (%) History

Year
CMFEXCategory
2024
N/AN/A
2023
3.47%N/A
2022
-10.31%N/A
2021
-0.93%N/A
2020
6.33%5.65%
2019
4.58%5.88%
2018
0.20%0.51%
2017
1.04%1.58%
2016
1.53%0.89%
2015
1.50%0.49%
2014
4.89%4.73%
2013
-2.50%-2.72%
2012
2.32%2.80%
2011
6.24%6.70%

Past Quarterly Returns (%)

YearQ1Q2Q3Q4
2024-1.35%N/AN/AN/A
20232.58%-1.83%-3.65%6.64%
2022-4.06%-3.17%-5.11%1.74%
2021-1.34%0.53%-0.05%-0.07%
20204.27%1.16%0.44%0.36%
20191.69%1.87%0.69%0.27%
2018-1.31%0.08%-0.52%1.97%
20170.77%0.47%0.42%-0.62%
20161.90%0.67%0.17%-1.20%
20150.92%-0.57%1.48%-0.32%
20141.71%2.05%-0.14%1.19%
2013-0.22%-2.09%0.85%-1.03%
20120.61%0.96%0.96%-0.22%
20110.00%2.27%3.13%0.73%

Rank In Category (By Total Return)

YTD94
1-Month89
3-Month96
1-Year95
3-Year50
5-Year49

Load Adjusted Returns

1-Year-3.82%
3-Year-3.87%
5-Year-0.78%
10-Year0.44%