Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| FSUGX (American Funds U.S. Government Securities Fund) | -0.71% | 3.39% | 3.24% | 0.11% | 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 |
|---|---|---|
| FSUGX (American Funds U.S. Government Securities 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 (%) | -0.17 | 3.39 | 3.24 | 0.11 | NA | NA | NA | … | … | -0.71 | 7.84 | 0.92 | 3.13 | -10.83 | -0.55 | 0.43 |
| Sharpe Ratio | NA | 0.44 | 0.07 | -0.39 | NA | NA | NA | … | … | -0.88 | 1.05 | -0.48 | -0.07 | -1.68 | -0.20 | 1.16 |
| Standard Deviation(%) | NA | 4.09 | 5.74 | 6.09 | NA | NA | NA | … | … | 4.34 | 4.75 | 5.65 | 8.07 | 7.32 | 2.88 | 2.23 |
| Draw Down(%) | NA | 3.31 | 7.01 | 15.94 | NA | NA | NA | … | … | 3.31 | 2.69 | 4.46 | 8.91 | 14.15 | 2.96 | 0.60 |
| Yield(%) | 0.00 | 3.87 | 4.08 | 3.05 | 1.87 | 1.24 | 0.93 | … | … | 1.36 | 4.38 | 4.35 | 3.73 | 2.52 | 1.25 | 3.91 |
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 |
|---|---|---|---|---|
| FSUGX (American Funds U.S. Government Securities Fund) |
-3.45%
Apr 2021 – Apr 2024 |
-0.09%
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 |
|---|---|---|---|---|
| FSUGX (American Funds U.S. Government Securities Fund) |
4.59%
Oct 2022 – Oct 2025 |
0.56%
Feb 2021 – Feb 2026 |
0.00%
NA |
0.00%
NA |
Annualized Rolling Returns Comparison Chart
