Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| CBNEX (AMERICAN FUNDS EMERGING MARKETS BOND FUND CLASS 529-E) | 1.30% | 9.07% | 8.43% | 2.38% | NA | NA | NA | … | … |
Data as of 06/04/2026, Common starting date is 08/03/2016
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| CBNEX (AMERICAN FUNDS EMERGING MARKETS BOND FUND CLASS 529-E) | 08/03/2016 | 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 (%) | 0.12 | 9.07 | 8.43 | 2.38 | NA | NA | NA | … | … | 1.30 | 15.07 | 0.09 | 13.21 | -12.49 | -4.15 | 7.45 | 13.42 | -4.48 | 12.71 | -1.70 |
| Sharpe Ratio | NA | 1.56 | 1.06 | -0.01 | NA | NA | NA | … | … | 0.12 | 2.82 | -0.64 | 1.38 | -1.37 | -0.96 | 0.66 | 2.33 | -1.07 | 2.20 | -0.48 |
| Standard Deviation(%) | NA | 4.75 | 5.53 | 6.75 | NA | NA | NA | … | … | 6.06 | 4.34 | 5.51 | 6.99 | 10.23 | 4.35 | 10.92 | 5.13 | 5.52 | 5.51 | 9.05 |
| Draw Down(%) | NA | 4.93 | 7.01 | 24.38 | NA | NA | NA | … | … | 4.93 | 2.99 | 6.09 | 7.01 | 21.73 | 6.44 | 19.48 | 3.89 | 10.31 | 3.73 | 7.71 |
| Yield(%) | 0.00 | 4.96 | 6.18 | 4.95 | 5.05 | 3.37 | 2.52 | … | … | 1.89 | 5.88 | 6.62 | 6.75 | 5.79 | 4.25 | 4.81 | 6.76 | 5.49 | 6.27 | 2.27 |
Data as of 06/04/2026, Common starting date is 08/03/2016
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| CBNEX (AMERICAN FUNDS EMERGING MARKETS BOND FUND CLASS 529-E) |
-5.23%
Oct 2019 – Oct 2022 |
-2.25%
Sep 2017 – Sep 2022 |
0.00%
NA |
0.00%
NA |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| CBNEX (AMERICAN FUNDS EMERGING MARKETS BOND FUND CLASS 529-E) |
11.94%
Sep 2022 – Sep 2025 |
4.90%
Nov 2016 – Nov 2021 |
0.00%
NA |
0.00%
NA |
Annualized Rolling Returns Comparison Chart