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RILFX: AMERICAN FUNDS INFLATION LINKED BOND FUND CLASS R-6 (MUTUAL FUND)
Basic Info 9.1 0.06(0.66%) May 03
Asset Class: | EQUITY |
MyPlanIQ Rating: | (53%) |
Start Date: | 11/04/2013 |
Last Dividend Date: | 12/18/2023 |
12-Mo. Yield | 6.50% |
Expenses | 0.35% |
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Performance Analytics (As of 05/03/2024)
Last 1 Week* | YTD*(2024) | 1 Yr | 3 Yr | 5 Yr | 10 Yr | Since 07/10/2018 |
2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | 2013 | |
---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
Annualized Return(%) | 0.9 | -0.7 | -2.3 | -2.2 | 2.1 | 1.9 | 2.3 | 1.7 | -11.6 | 0.5 | 15.0 | 5.4 | -3.5 | 2.9 | 4.9 | -1.0 | 3.6 | -1.9 |
Sharpe Ratio | NA | -1.09 | -0.99 | -0.62 | 0.08 | 0.14 | 0.18 | -0.35 | -1.41 | 0.09 | 2.09 | 0.98 | -1.07 | 0.58 | 1.0 | -0.18 | 0.8 | -2.33 |
Draw Down(%) | NA | 2.5 | 6.7 | 15.5 | 15.5 | 15.5 | 15.5 | 7.2 | 14.3 | 5.1 | 7.4 | 2.0 | 4.6 | 1.8 | 4.2 | 4.6 | 4.2 | 2.1 |
Standard Deviation(%) | NA | 5.1 | 6.2 | 7.3 | 6.8 | 5.7 | 5.7 | 7.4 | 9.2 | 5.9 | 7.0 | 4.2 | 4.5 | 3.9 | 4.7 | 5.5 | 4.5 | 5.1 |
Treynor Ratio | NA | -0.71 | -0.55 | -0.59 | 0.87 | -0.66 | -0.71 | -1.57 | -1.31 | 0.09 | -3.38 | -0.47 | 0.83 | -0.14 | 2.39 | 0.15 | -0.28 | 5.14 |
Alpha | NA | -0.03 | -0.03 | -0.02 | 0.0 | 0.0 | 0.01 | -0.01 | -0.05 | 0.0 | 0.06 | 0.03 | -0.02 | 0.02 | 0.02 | 0.0 | 0.02 | -0.05 |
Beta | NA | 0.08 | 0.11 | 0.08 | 0.01 | -0.01 | -0.01 | 0.02 | 0.1 | 0.06 | -0.04 | -0.09 | -0.06 | -0.17 | 0.02 | -0.07 | -0.13 | -0.02 |
RSquared | NA | 0.04 | 0.05 | 0.03 | 0.0 | 0.0 | 0.0 | 0.0 | 0.07 | 0.02 | 0.05 | 0.07 | 0.05 | 0.09 | 0.0 | 0.03 | 0.11 | 0.0 |
Yield(%) | N/A | 0.0 | 1.3 | 3.4 | 3.5 | 2.5 | N/A | 1.3 | 5.5 | 3.6 | 4.4 | 1.4 | 2.9 | 1.9 | 1.1 | 1.5 | 0.0 | 0.0 |
Dividend Growth(%) | N/A | -100.0 | -80.0 | N/A | N/A | N/A | N/A | -80.0 | 53.8 | -11.4 | 238.5 | -53.6 | 55.6 | 80.0 | -28.6 | N/A | N/A | N/A |
*: NOT annualized;YTD: Year to Date
**Inception: starting from 07/10/2018
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