Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| CNLEX (AMERICAN FUNDS INFLATION LINKED BOND FUND CLASS 529-E) | 0.75% | 3.68% | 3.08% | 0.01% | 2.10% | NA | NA | … | … |
Data as of 06/05/2026, Common starting date is 01/26/2015
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| CNLEX (AMERICAN FUNDS INFLATION LINKED BOND FUND CLASS 529-E) | 01/26/2015 | 06/05/2026 |
| 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 | 2015 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return (%) | -0.53 | 3.68 | 3.08 | 0.01 | 2.10 | NA | NA | … | … | 0.75 | 3.20 | 1.62 | 1.07 | -12.12 | 3.59 | 14.33 | 6.38 | -1.20 | 2.28 | 4.21 | -3.12 |
| Sharpe Ratio | NA | 0.49 | 0.01 | -0.39 | 0.10 | NA | NA | … | … | 0.19 | 0.07 | -0.45 | -0.35 | -1.51 | 0.78 | 1.99 | 1.25 | -0.71 | 0.43 | 0.85 | -0.61 |
| Standard Deviation(%) | NA | 3.46 | 4.88 | 6.16 | 5.52 | NA | NA | … | … | 3.50 | 5.24 | 4.49 | 7.36 | 9.00 | 4.55 | 7.04 | 3.92 | 3.65 | 3.82 | 4.68 | 5.51 |
| Draw Down(%) | NA | 2.21 | 4.94 | 16.32 | 16.32 | NA | NA | … | … | 2.21 | 4.20 | 3.82 | 7.48 | 14.68 | 2.95 | 7.41 | 2.01 | 3.11 | 1.85 | 4.25 | 5.00 |
| Yield(%) | 0.00 | 3.12 | 1.79 | 2.52 | 2.37 | 1.65 | 1.24 | … | … | 0.00 | 3.23 | 1.63 | 0.52 | 5.02 | 3.10 | 4.01 | 0.90 | 2.32 | 1.43 | 0.85 | 1.02 |
Data as of 06/05/2026, Common starting date is 01/26/2015
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| CNLEX (AMERICAN FUNDS INFLATION LINKED BOND FUND CLASS 529-E) |
-3.45%
Sep 2020 – Sep 2023 |
-0.10%
Dec 2020 – Dec 2025 |
1.82%
Feb 2015 – Feb 2025 |
0.00%
NA |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| CNLEX (AMERICAN FUNDS INFLATION LINKED BOND FUND CLASS 529-E) |
8.14%
Nov 2018 – Nov 2021 |
5.07%
Dec 2015 – Dec 2020 |
2.45%
Dec 2015 – Dec 2025 |
0.00%
NA |
Annualized Rolling Returns Comparison Chart