Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| CANAX (AMERICAN FUNDS STRATEGIC BOND FUND CLASS 529-A) | -1.13% | 3.25% | 2.29% | -0.86% | 2.03% | NA | NA | … | … |
Data as of 06/03/2026, Common starting date is 03/22/2016
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| CANAX (AMERICAN FUNDS STRATEGIC BOND FUND CLASS 529-A) | 03/22/2016 | 06/03/2026 |
| 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 | 3.25 | 2.29 | -0.86 | 2.03 | NA | NA | … | … | -1.13 | 8.29 | -0.61 | 1.53 | -12.75 | -1.12 | 18.13 | 7.83 | 0.25 | 3.05 | 1.93 |
| Sharpe Ratio | NA | 0.20 | -0.10 | -0.53 | 0.09 | NA | NA | … | … | -0.97 | 1.19 | -0.76 | -0.26 | -1.88 | -0.30 | 3.27 | 1.84 | -0.28 | 0.74 | 0.73 |
| Standard Deviation(%) | NA | 4.06 | 5.80 | 6.21 | 5.26 | NA | NA | … | … | 4.62 | 4.54 | 5.61 | 8.27 | 7.57 | 3.79 | 5.44 | 3.45 | 4.07 | 3.23 | 3.10 |
| Draw Down(%) | NA | 3.97 | 7.79 | 19.33 | 19.33 | NA | NA | … | … | 3.97 | 2.15 | 5.28 | 10.34 | 16.69 | 4.46 | 5.30 | 1.24 | 2.78 | 1.37 | 3.75 |
| Yield(%) | 0.00 | 3.90 | 3.27 | 2.91 | 3.08 | 2.10 | 1.57 | … | … | 1.02 | 3.84 | 2.98 | 2.87 | 4.42 | 1.70 | 4.41 | 3.23 | 3.39 | 2.05 | 1.42 |
Data as of 06/03/2026, 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 |
|---|---|---|---|---|
| CANAX (AMERICAN FUNDS STRATEGIC BOND FUND CLASS 529-A) |
-5.99%
Oct 2020 – Oct 2023 |
-1.54%
Jul 2020 – Jul 2025 |
2.06%
Apr 2016 – Apr 2026 |
0.00%
NA |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| CANAX (AMERICAN FUNDS STRATEGIC BOND FUND CLASS 529-A) |
8.96%
Sep 2018 – Sep 2021 |
5.49%
Nov 2016 – Nov 2021 |
2.11%
May 2016 – May 2026 |
0.00%
NA |
Annualized Rolling Returns Comparison Chart