Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| EBNAX (AMERICAN FUNDS EMERGING MARKETS BOND FUND CLASS A) | 1.38% | 9.71% | 8.66% | 2.68% | NA | NA | NA | … | … |
Data as of 06/03/2026, Common starting date is 08/03/2016
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| EBNAX (AMERICAN FUNDS EMERGING MARKETS BOND FUND CLASS A) | 08/03/2016 | 06/03/2026 |
| 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 (%) | 0.37 | 9.71 | 8.66 | 2.68 | NA | NA | NA | … | … | 1.38 | 15.34 | 0.33 | 13.41 | -12.26 | -3.96 | 7.64 | 13.68 | -4.23 | 12.93 | -1.67 |
| Sharpe Ratio | NA | 1.60 | 1.10 | 0.03 | NA | NA | NA | … | … | 0.15 | 2.86 | -0.59 | 1.41 | -1.34 | -0.91 | 0.67 | 2.37 | -1.02 | 2.23 | -0.47 |
| Standard Deviation(%) | NA | 4.77 | 5.56 | 6.77 | NA | NA | NA | … | … | 6.08 | 4.37 | 5.54 | 7.00 | 10.24 | 4.37 | 10.93 | 5.16 | 5.54 | 5.52 | 9.06 |
| Draw Down(%) | NA | 4.93 | 6.98 | 24.19 | NA | NA | NA | … | … | 4.93 | 2.99 | 6.06 | 6.98 | 21.57 | 6.27 | 19.47 | 3.89 | 10.20 | 3.68 | 7.71 |
| Yield(%) | 0.00 | 5.19 | 6.39 | 5.14 | 5.23 | 3.48 | 2.61 | … | … | 1.97 | 6.12 | 6.84 | 6.94 | 6.00 | 4.43 | 4.98 | 7.00 | 5.73 | 6.48 | 2.29 |
Data as of 06/03/2026, 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 |
|---|---|---|---|---|
| EBNAX (AMERICAN FUNDS EMERGING MARKETS BOND FUND CLASS A) |
-5.03%
Oct 2019 – Oct 2022 |
-2.03%
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 |
|---|---|---|---|---|
| EBNAX (AMERICAN FUNDS EMERGING MARKETS BOND FUND CLASS A) |
12.18%
Sep 2022 – Sep 2025 |
5.12%
Nov 2016 – Nov 2021 |
0.00%
NA |
0.00%
NA |
Annualized Rolling Returns Comparison Chart