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CANAX: AMERICAN FUNDS STRATEGIC BOND FUND CLASS 529-A (MUTUAL FUND)
Basic Info 8.85 0.01(0.11%) April 24
Asset Class: | EQUITY |
MyPlanIQ Rating: | (93%) |
Start Date: | 03/22/2016 |
Last Dividend Date: | 03/15/2024 |
12-Mo. Yield | 5.48% |
Expenses | 0.43% |
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Performance Analytics (As of 04/19/2024)
Not up-to-date? TryLast 1 Week* | YTD*(2024) | 1 Yr | 3 Yr | 5 Yr | Since 07/09/2018 |
2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | |
---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
Annualized Return(%) | -0.1 | -3.9 | -5.5 | -4.7 | 0.7 | 1.4 | 1.5 | -12.8 | -2.5 | 17.5 | 7.8 | 0.2 | 3.1 | 1.9 |
Sharpe Ratio | NA | -2.67 | -1.18 | -0.92 | -0.14 | 0.03 | -0.33 | -1.54 | -0.66 | 3.15 | 1.86 | -0.27 | 0.75 | 0.73 |
Draw Down(%) | NA | 4.4 | 10.0 | 19.3 | 19.3 | 19.3 | 10.3 | 16.7 | 4.5 | 5.3 | 1.2 | 2.8 | 1.4 | 3.8 |
Standard Deviation(%) | NA | 6.1 | 7.5 | 7.5 | 6.6 | 5.6 | 8.3 | 9.2 | 3.9 | 5.5 | 3.5 | 4.1 | 3.2 | 3.1 |
Treynor Ratio | NA | -3.13 | -1.09 | -1.15 | 1.25 | -0.06 | -2.7 | -1.61 | -4.2 | -3.26 | -0.49 | 0.09 | -0.12 | -0.38 |
Alpha | NA | -0.07 | -0.04 | -0.03 | 0.0 | 0.0 | -0.01 | -0.05 | -0.01 | 0.07 | 0.04 | -0.01 | 0.02 | 0.01 |
Beta | NA | 0.05 | 0.08 | 0.06 | -0.01 | -0.03 | 0.01 | 0.09 | 0.01 | -0.05 | -0.13 | -0.12 | -0.2 | -0.06 |
RSquared | NA | 0.01 | 0.02 | 0.02 | 0.0 | 0.01 | 0.0 | 0.06 | 0.0 | 0.11 | 0.23 | 0.25 | 0.19 | 0.05 |
Yield(%) | N/A | 0.8 | 3.0 | 3.0 | 3.4 | N/A | 3.0 | 4.4 | 1.7 | 3.8 | 3.3 | 3.5 | 2.1 | 1.4 |
Dividend Growth(%) | N/A | -75.0 | -40.8 | N/A | N/A | N/A | -44.0 | 150.0 | -48.7 | 21.9 | -8.6 | 66.7 | 50.0 | N/A |
*: NOT annualized;YTD: Year to Date
**Inception: starting from 07/09/2018
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