Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| CANFX (AMERICAN FUNDS STRATEGIC BOND FUND CLASS 529-F-1) | -0.87% | 2.93% | 2.59% | -0.65% | 2.28% | NA | NA | … | … |
Data as of 06/04/2026, Common starting date is 03/22/2016
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| CANFX (AMERICAN FUNDS STRATEGIC BOND FUND CLASS 529-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 | 2.93 | 2.59 | -0.65 | 2.28 | NA | NA | … | … | -0.87 | 8.66 | -0.38 | 1.75 | -12.65 | -0.94 | 18.36 | 8.06 | 0.41 | 3.40 | 2.10 |
| Sharpe Ratio | NA | 0.26 | -0.05 | -0.50 | 0.13 | NA | NA | … | … | -0.94 | 1.27 | -0.71 | -0.23 | -1.87 | -0.26 | 3.37 | 1.97 | -0.24 | 0.86 | 0.80 |
| Standard Deviation(%) | NA | 4.02 | 5.80 | 6.22 | 5.24 | NA | NA | … | … | 4.63 | 4.58 | 5.60 | 8.27 | 7.57 | 3.77 | 5.35 | 3.35 | 4.09 | 3.22 | 3.09 |
| Draw Down(%) | NA | 4.02 | 7.69 | 18.98 | 18.98 | NA | NA | … | … | 4.02 | 2.04 | 5.21 | 10.14 | 16.56 | 4.45 | 5.30 | 1.14 | 2.74 | 1.37 | 3.66 |
| Yield(%) | 0.00 | 4.09 | 3.48 | 3.08 | 3.29 | 2.24 | 1.68 | … | … | 1.06 | 4.08 | 3.20 | 3.09 | 4.60 | 1.88 | 4.64 | 3.46 | 3.54 | 2.30 | 1.59 |
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 |
|---|---|---|---|---|
| CANFX (AMERICAN FUNDS STRATEGIC BOND FUND CLASS 529-F-1) |
-5.79%
Oct 2020 – Oct 2023 |
-1.34%
Jul 2020 – Jul 2025 |
2.28%
Apr 2016 – Apr 2026 |
0.00%
NA |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| CANFX (AMERICAN FUNDS STRATEGIC BOND FUND CLASS 529-F-1) |
9.16%
Sep 2018 – Sep 2021 |
5.71%
Nov 2016 – Nov 2021 |
2.34%
May 2016 – May 2026 |
0.00%
NA |
Annualized Rolling Returns Comparison Chart