Find A Portfolio/Ticker
Comparison Box
CANCX: AMERICAN FUNDS STRATEGIC BOND FUND CLASS 529-C (MUTUAL FUND)
Basic Info 8.82 0.02(0.23%) April 23
Asset Class: | EQUITY |
MyPlanIQ Rating: | (93%) |
Start Date: | 03/22/2016 |
Last Dividend Date: | 03/15/2024 |
12-Mo. Yield | 4.72% |
Expenses | 0.43% |
Sign up to get fund ranking change alerts |
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(%) | 0.5 | -4.0 | -5.8 | -5.4 | -0.1 | 0.7 | 0.7 | -13.5 | -2.6 | 16.6 | 7.3 | -0.6 | 2.3 | 1.4 |
Sharpe Ratio | NA | -2.73 | -1.27 | -1.02 | -0.26 | -0.11 | -0.43 | -1.61 | -0.71 | 2.96 | 1.71 | -0.48 | 0.52 | 0.54 |
Draw Down(%) | NA | 4.6 | 10.3 | 20.5 | 20.9 | 20.9 | 10.6 | 17.3 | 4.6 | 5.3 | 1.2 | 3.1 | 1.5 | 3.8 |
Standard Deviation(%) | NA | 6.2 | 7.5 | 7.5 | 6.6 | 5.6 | 8.2 | 9.2 | 3.7 | 5.5 | 3.4 | 4.0 | 3.3 | 3.0 |
Treynor Ratio | NA | -4.08 | -1.22 | -1.24 | 2.7 | 0.23 | -3.38 | -1.64 | -17.79 | -3.09 | -0.45 | 0.16 | -0.09 | -0.29 |
Alpha | NA | -0.07 | -0.04 | -0.03 | -0.01 | 0.0 | -0.01 | -0.05 | -0.01 | 0.07 | 0.04 | -0.01 | 0.02 | 0.01 |
Beta | NA | 0.04 | 0.08 | 0.06 | -0.01 | -0.03 | 0.01 | 0.09 | 0.0 | -0.05 | -0.13 | -0.12 | -0.19 | -0.06 |
RSquared | NA | 0.01 | 0.02 | 0.02 | 0.0 | 0.01 | 0.0 | 0.06 | 0.0 | 0.11 | 0.24 | 0.26 | 0.17 | 0.04 |
Yield(%) | N/A | 0.5 | 2.1 | 2.2 | 2.6 | N/A | 2.0 | 3.7 | 0.9 | 3.0 | 2.8 | 2.7 | 1.3 | 1.1 |
Dividend Growth(%) | N/A | -73.7 | -52.4 | N/A | N/A | N/A | -54.8 | 320.0 | -67.7 | 14.8 | 0.0 | 107.7 | 18.2 | N/A |
*: NOT annualized;YTD: Year to Date
**Inception: starting from 07/09/2018
Calculate Performance
Start date (MM/dd/yyyy)
End date (MM/dd/yyyy)
View Historical Data in an advanced chart |
Use MyPlanIQ Comparison to compare with multiple funds or portfolios |
See EQUITY Asset Class Trend Rankings |