Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| CANCX (AMERICAN FUNDS STRATEGIC BOND FUND CLASS 529-C) | -1.21% | 1.94% | 1.58% | -1.60% | 1.30% | NA | NA | … | … |
Data as of 06/04/2026, Common starting date is 03/22/2016
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| CANCX (AMERICAN FUNDS STRATEGIC BOND FUND CLASS 529-C) | 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 | 1.94 | 1.58 | -1.60 | 1.30 | NA | NA | … | … | -1.21 | 7.50 | -1.38 | 0.73 | -13.47 | -1.80 | 17.18 | 7.30 | -0.63 | 2.33 | 1.43 |
| Sharpe Ratio | NA | 0.01 | -0.23 | -0.65 | -0.06 | NA | NA | … | … | -1.10 | 1.01 | -0.88 | -0.36 | -1.97 | -0.49 | 3.09 | 1.70 | -0.50 | 0.51 | 0.54 |
| Standard Deviation(%) | NA | 4.09 | 5.81 | 6.22 | 5.26 | NA | NA | … | … | 4.70 | 4.57 | 5.66 | 8.23 | 7.60 | 3.70 | 5.46 | 3.44 | 4.05 | 3.29 | 3.00 |
| Draw Down(%) | NA | 4.17 | 8.00 | 20.51 | 20.73 | NA | NA | … | … | 4.17 | 2.16 | 5.39 | 10.56 | 17.25 | 4.56 | 5.33 | 1.24 | 3.06 | 1.47 | 3.76 |
| Yield(%) | 0.00 | 3.13 | 2.52 | 2.25 | 2.38 | 1.62 | 1.22 | … | … | 0.84 | 3.06 | 2.23 | 2.09 | 3.73 | 0.96 | 3.55 | 2.79 | 2.63 | 1.34 | 1.12 |
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 |
|---|---|---|---|---|
| CANCX (AMERICAN FUNDS STRATEGIC BOND FUND CLASS 529-C) |
-6.69%
Oct 2020 – Oct 2023 |
-2.30%
Jul 2020 – Jul 2025 |
1.31%
Apr 2016 – Apr 2026 |
0.00%
NA |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| CANCX (AMERICAN FUNDS STRATEGIC BOND FUND CLASS 529-C) |
8.16%
Sep 2018 – Sep 2021 |
4.72%
Nov 2016 – Nov 2021 |
1.36%
May 2016 – May 2026 |
0.00%
NA |
Annualized Rolling Returns Comparison Chart