Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| FILBX (AMERICAN FUNDS INFLATION LINKED BOND FUND CLASS F-3) | 0.96% | 4.37% | 3.70% | 0.61% | NA | NA | NA | … | … |
Data as of 06/05/2026, Common starting date is 01/30/2017
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| FILBX (AMERICAN FUNDS INFLATION LINKED BOND FUND CLASS F-3) | 01/30/2017 | 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 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return (%) | -0.52 | 4.37 | 3.70 | 0.61 | NA | NA | NA | … | … | 0.96 | 3.29 | 2.19 | 1.70 | -11.59 | 4.21 | 14.91 | 8.38 | -0.70 | 2.26 |
| Sharpe Ratio | NA | 0.51 | 0.09 | -0.32 | NA | NA | NA | … | … | -0.08 | 0.08 | -0.32 | -0.27 | -1.46 | 0.93 | 2.09 | 1.77 | -0.57 | 0.48 |
| Standard Deviation(%) | NA | 3.37 | 4.85 | 6.12 | NA | NA | NA | … | … | 3.42 | 5.60 | 4.50 | 7.30 | 8.96 | 4.51 | 6.97 | 3.89 | 3.66 | 3.68 |
| Draw Down(%) | NA | 2.09 | 4.36 | 15.48 | NA | NA | NA | … | … | 2.09 | 4.67 | 3.64 | 7.10 | 14.38 | 2.93 | 7.38 | 2.00 | 2.98 | 1.84 |
| Yield(%) | 0.00 | 3.69 | 2.46 | 3.06 | 2.92 | 1.95 | 1.46 | … | … | 0.00 | 3.83 | 2.31 | 1.26 | 5.52 | 3.62 | 4.44 | 2.63 | 2.91 | 1.83 |
Data as of 06/05/2026, Common starting date is 01/30/2017
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| FILBX (AMERICAN FUNDS INFLATION LINKED BOND FUND CLASS F-3) |
-2.86%
Oct 2020 – Oct 2023 |
0.51%
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 |
|---|---|---|---|---|
| FILBX (AMERICAN FUNDS INFLATION LINKED BOND FUND CLASS F-3) |
9.21%
Nov 2018 – Nov 2021 |
5.35%
Feb 2017 – Feb 2022 |
0.00%
NA |
0.00%
NA |
Annualized Rolling Returns Comparison Chart