Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| ANBEX (AMERICAN FUNDS STRATEGIC BOND FUND CLASS F-1) | -0.92% | 2.71% | 2.35% | -0.85% | 2.06% | NA | NA | … | … |
Data as of 06/04/2026, Common starting date is 03/22/2016
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| ANBEX (AMERICAN FUNDS STRATEGIC BOND FUND CLASS F-1) | 03/22/2016 | 06/04/2026 |
| Last 1 Week | 1 Yr | 3 Yr | 5 Yr | 10 Yr | 15 Yr | 20 Yr | Common | Inception | YTD | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return (%) | 0.00 | 2.71 | 2.35 | -0.85 | 2.06 | NA | NA | … | … | -0.92 | 8.30 | -0.64 | 1.64 | -12.82 | -1.04 | 18.03 | 7.95 | 0.16 | 3.10 | 1.98 |
| Sharpe Ratio | NA | 0.20 | -0.09 | -0.53 | 0.09 | NA | NA | … | … | -0.88 | 1.19 | -0.74 | -0.25 | -1.89 | -0.28 | 3.24 | 1.91 | -0.31 | 0.74 | 0.78 |
| Standard Deviation(%) | NA | 4.11 | 5.85 | 6.24 | 5.26 | NA | NA | … | … | 4.76 | 4.55 | 5.73 | 8.24 | 7.59 | 3.73 | 5.46 | 3.39 | 4.00 | 3.29 | 2.99 |
| Draw Down(%) | NA | 4.07 | 7.79 | 19.31 | 19.31 | NA | NA | … | … | 4.07 | 2.15 | 5.27 | 10.25 | 16.69 | 4.37 | 5.30 | 1.14 | 2.79 | 1.37 | 3.66 |
| Yield(%) | 0.00 | 3.88 | 3.26 | 2.91 | 3.09 | 2.11 | 1.58 | … | … | 1.02 | 3.85 | 2.95 | 2.87 | 4.44 | 1.70 | 4.51 | 3.24 | 3.30 | 2.10 | 1.47 |
Data as of 06/04/2026, Common starting date is 03/22/2016
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| ANBEX (AMERICAN FUNDS STRATEGIC BOND FUND CLASS F-1) |
-5.95%
Oct 2020 – Oct 2023 |
-1.54%
Jul 2020 – Jul 2025 |
2.08%
Apr 2016 – Apr 2026 |
0.00%
NA |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| ANBEX (AMERICAN FUNDS STRATEGIC BOND FUND CLASS F-1) |
8.98%
Sep 2018 – Sep 2021 |
5.49%
Nov 2016 – Nov 2021 |
2.13%
May 2016 – May 2026 |
0.00%
NA |
Annualized Rolling Returns Comparison Chart