Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| FSBMX (American Funds Strategic Bond Fund Class 529-F-2) | -1.38% | 2.66% | 2.45% | -0.66% | NA | NA | NA | … | … |
Data as of 06/05/2026, Common starting date is 11/02/2020
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| FSBMX (American Funds Strategic Bond Fund Class 529-F-2) | 11/02/2020 | 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 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return (%) | -0.65 | 2.66 | 2.45 | -0.66 | NA | NA | NA | … | … | -1.38 | 8.60 | -0.31 | 1.84 | -12.47 | -0.86 | 1.88 |
| Sharpe Ratio | NA | 0.28 | -0.05 | -0.49 | NA | NA | NA | … | … | -0.90 | 1.27 | -0.70 | -0.22 | -1.83 | -0.24 | 4.15 |
| Standard Deviation(%) | NA | 4.10 | 5.80 | 6.21 | NA | NA | NA | … | … | 4.77 | 4.51 | 5.63 | 8.19 | 7.62 | 3.74 | 2.90 |
| Draw Down(%) | NA | 3.99 | 7.74 | 18.83 | NA | NA | NA | … | … | 3.99 | 2.14 | 5.20 | 10.10 | 16.49 | 4.45 | 0.50 |
| Yield(%) | 0.00 | 4.18 | 3.56 | 3.16 | 1.84 | 1.23 | 0.92 | … | … | 1.09 | 4.15 | 3.28 | 3.17 | 4.69 | 1.95 | 2.88 |
Data as of 06/05/2026, 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 |
|---|---|---|---|---|
| FSBMX (American Funds Strategic Bond Fund Class 529-F-2) |
-4.52%
Apr 2021 – Apr 2024 |
-0.88%
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 |
|---|---|---|---|---|
| FSBMX (American Funds Strategic Bond Fund Class 529-F-2) |
4.25%
Oct 2022 – Oct 2025 |
-0.04%
Feb 2021 – Feb 2026 |
0.00%
NA |
0.00%
NA |
Annualized Rolling Returns Comparison Chart