Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| CANEX (AMERICAN FUNDS STRATEGIC BOND FUND CLASS 529-E) | -0.97% | 2.49% | 2.16% | -1.05% | 1.85% | NA | NA | … | … |
Data as of 06/04/2026, Common starting date is 03/22/2016
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| CANEX (AMERICAN FUNDS STRATEGIC BOND FUND CLASS 529-E) | 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 | 2.49 | 2.16 | -1.05 | 1.85 | NA | NA | … | … | -0.97 | 8.07 | -0.80 | 1.32 | -13.00 | -1.26 | 17.75 | 7.73 | -0.09 | 3.02 | 1.83 |
| Sharpe Ratio | NA | 0.15 | -0.14 | -0.57 | 0.05 | NA | NA | … | … | -0.98 | 1.14 | -0.79 | -0.29 | -1.92 | -0.34 | 3.20 | 1.82 | -0.37 | 0.73 | 0.73 |
| Standard Deviation(%) | NA | 4.09 | 5.80 | 6.20 | 5.24 | NA | NA | … | … | 4.68 | 4.58 | 5.58 | 8.24 | 7.55 | 3.80 | 5.45 | 3.44 | 4.01 | 3.23 | 2.93 |
| Draw Down(%) | NA | 4.12 | 7.79 | 19.64 | 19.64 | NA | NA | … | … | 4.12 | 2.14 | 5.32 | 10.34 | 16.81 | 4.46 | 5.30 | 1.24 | 2.93 | 1.37 | 3.66 |
| Yield(%) | 0.00 | 3.67 | 3.08 | 2.73 | 2.89 | 1.97 | 1.48 | … | … | 0.96 | 3.64 | 2.80 | 2.67 | 4.24 | 1.48 | 4.16 | 3.02 | 3.15 | 1.92 | 1.32 |
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 |
|---|---|---|---|---|
| CANEX (AMERICAN FUNDS STRATEGIC BOND FUND CLASS 529-E) |
-6.19%
Oct 2020 – Oct 2023 |
-1.76%
Jul 2020 – Jul 2025 |
1.87%
Apr 2016 – Apr 2026 |
0.00%
NA |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| CANEX (AMERICAN FUNDS STRATEGIC BOND FUND CLASS 529-E) |
8.74%
Sep 2018 – Sep 2021 |
5.30%
Nov 2016 – Nov 2021 |
1.91%
May 2016 – May 2026 |
0.00%
NA |
Annualized Rolling Returns Comparison Chart