Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| FLIBX (American Funds Inflation Linked Bond Fund) | 1.49% | 4.56% | 3.86% | 0.62% | 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 |
|---|---|---|
| FLIBX (American Funds Inflation Linked 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 (%) | 0.11 | 4.56 | 3.86 | 0.62 | NA | NA | NA | … | … | 1.49 | 7.11 | 2.16 | 1.54 | -11.61 | 4.04 | 2.20 |
| Sharpe Ratio | NA | 0.70 | 0.14 | -0.30 | NA | NA | NA | … | … | 0.35 | 0.99 | -0.32 | -0.29 | -1.46 | 0.88 | 5.10 |
| Standard Deviation(%) | NA | 3.35 | 4.88 | 6.14 | NA | NA | NA | … | … | 3.39 | 4.26 | 4.54 | 7.36 | 8.93 | 4.56 | 2.79 |
| Draw Down(%) | NA | 2.10 | 4.80 | 15.60 | NA | NA | NA | … | … | 2.10 | 2.51 | 3.69 | 7.13 | 14.34 | 2.94 | 0.63 |
| Yield(%) | 0.00 | 3.65 | 2.42 | 3.01 | 1.88 | 1.26 | 0.94 | … | … | 0.00 | 3.80 | 2.29 | 1.21 | 5.48 | 3.55 | 3.98 |
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 |
|---|---|---|---|---|
| FLIBX (American Funds Inflation Linked Bond Fund) |
-2.85%
Dec 2021 – Dec 2024 |
0.43%
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 |
|---|---|---|---|---|
| FLIBX (American Funds Inflation Linked Bond Fund) |
4.33%
Sep 2022 – Sep 2025 |
1.03%
Feb 2021 – Feb 2026 |
0.00%
NA |
0.00%
NA |
Annualized Rolling Returns Comparison Chart