Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| COBFX (AMERICAN FUNDS CORPORATE BOND FUND CLASS 529-F-1) | -0.47% | 3.56% | 4.14% | -0.12% | NA | NA | NA | … | … |
Data as of 06/05/2026, Common starting date is 08/03/2016
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| COBFX (AMERICAN FUNDS CORPORATE BOND FUND CLASS 529-F-1) | 08/03/2016 | 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 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return (%) | -0.64 | 3.56 | 4.14 | -0.12 | NA | NA | NA | … | … | -0.47 | 6.47 | 1.91 | 7.70 | -15.81 | -1.93 | 13.32 | 13.67 | -2.28 | 5.77 | -2.27 |
| Sharpe Ratio | NA | 0.53 | 0.25 | -0.37 | NA | NA | NA | … | … | -0.44 | 0.72 | -0.29 | 0.52 | -1.94 | -0.40 | 1.64 | 2.96 | -1.11 | 1.48 | -1.39 |
| Standard Deviation(%) | NA | 4.35 | 5.92 | 6.71 | NA | NA | NA | … | … | 4.71 | 4.99 | 5.88 | 7.91 | 8.92 | 4.90 | 7.96 | 4.12 | 3.32 | 3.47 | 4.07 |
| Draw Down(%) | NA | 3.11 | 6.86 | 21.87 | NA | NA | NA | … | … | 3.11 | 3.09 | 4.17 | 7.90 | 20.69 | 5.83 | 12.73 | 2.55 | 3.99 | 1.79 | 4.52 |
| Yield(%) | 0.00 | 3.66 | 4.01 | 2.92 | 3.24 | 2.16 | 1.62 | … | … | 1.42 | 4.11 | 4.18 | 3.69 | 2.32 | 1.66 | 5.04 | 4.21 | 2.73 | 2.75 | 1.55 |
Data as of 06/05/2026, 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 |
|---|---|---|---|---|
| COBFX (AMERICAN FUNDS CORPORATE BOND FUND CLASS 529-F-1) |
-6.05%
Oct 2020 – Oct 2023 |
-1.17%
Jul 2020 – Jul 2025 |
0.00%
NA |
0.00%
NA |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| COBFX (AMERICAN FUNDS CORPORATE BOND FUND CLASS 529-F-1) |
8.61%
Nov 2018 – Nov 2021 |
5.65%
Nov 2016 – Nov 2021 |
0.00%
NA |
0.00%
NA |
Annualized Rolling Returns Comparison Chart
