Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| FBSSX (American Funds Strategic Bond Fund) | -0.83% | 3.06% | 2.73% | -0.52% | NA | NA | NA | … | … |
Data as of 06/04/2026, Common starting date is 11/02/2020
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| FBSSX (American Funds Strategic Bond Fund) | 11/02/2020 | 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 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return (%) | 0.00 | 3.06 | 2.73 | -0.52 | NA | NA | NA | … | … | -0.83 | 8.78 | -0.24 | 1.87 | -12.53 | -0.83 | 1.90 |
| Sharpe Ratio | NA | 0.32 | -0.03 | -0.48 | NA | NA | NA | … | … | -0.86 | 1.31 | -0.69 | -0.22 | -1.87 | -0.23 | 4.31 |
| Standard Deviation(%) | NA | 4.05 | 5.78 | 6.18 | NA | NA | NA | … | … | 4.64 | 4.51 | 5.61 | 8.24 | 7.49 | 3.75 | 2.84 |
| Draw Down(%) | NA | 3.98 | 7.63 | 18.78 | NA | NA | NA | … | … | 3.98 | 2.14 | 5.18 | 10.09 | 16.48 | 4.45 | 0.50 |
| Yield(%) | 0.00 | 4.22 | 3.61 | 3.20 | 1.87 | 1.24 | 0.93 | … | … | 1.10 | 4.21 | 3.35 | 3.20 | 4.73 | 1.99 | 2.91 |
Data as of 06/04/2026, Common starting date is 11/02/2020
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| FBSSX (American Funds Strategic Bond Fund) |
-4.48%
Apr 2021 – Apr 2024 |
-0.83%
Dec 2020 – Dec 2025 |
0.00%
NA |
0.00%
NA |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| FBSSX (American Funds Strategic Bond Fund) |
4.30%
Oct 2022 – Oct 2025 |
0.01%
Feb 2021 – Feb 2026 |
0.00%
NA |
0.00%
NA |
Annualized Rolling Returns Comparison Chart