Fund & Portfolio Comparison

Performance Comparison
Comparison Box

Portfolio Performance Comparison
Name YTD Return 1Yr AR 3Yr AR 5Yr AR 10Yr AR 15Yr AR 20Yr AR Common Inception
RAMAX (SHORT-TERM BOND FUND OF AMERICA CLASS R-1) -0.42% 1.97% 3.24% 0.93% 0.80% 0.43% NA
Data as of 06/05/2026, Common starting date is 11/20/2006
More Performance Analytics Comparison
Name Start Date End Date
RAMAX (SHORT-TERM BOND FUND OF AMERICA CLASS R-1) 11/20/2006 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 2016 2015 2014 2013 2012 2011 2010 2009 2008 2007 2006
Annualized Return (%) -0.32 1.97 3.24 0.93 0.80 0.43 NA -0.42 4.23 3.58 3.21 -4.53 -1.52 1.80 2.24 0.24 0.16 -0.04 -0.36 -0.40 -1.28 0.00 0.25 1.20 2.63 0.36 4.15 0.25
Sharpe Ratio NA -0.39 -0.01 -0.74 -0.47 NA NA -1.81 0.74 -0.02 -0.15 -2.77 -2.02 0.85 0.50 -0.89 -0.48 -0.22 -0.31 -0.51 -1.24 -0.07 0.24 0.81 1.20 -0.24 0.60 -0.98
Standard Deviation(%) NA 1.73 2.06 2.17 1.81 NA NA 1.92 1.84 2.05 3.04 2.15 0.77 1.82 1.53 1.29 1.03 1.16 1.27 0.82 1.07 0.77 0.90 1.36 2.11 2.52 1.68 1.34
Draw Down(%) NA 1.27 1.27 6.76 8.11 NA NA 1.27 0.74 0.98 1.93 5.68 1.65 1.70 0.53 1.18 0.83 1.25 0.96 0.89 1.78 0.30 0.50 1.24 1.03 2.57 0.60 0.20
Yield(%) 0.00 2.81 3.07 2.03 1.32 0.90 1.08 0.96 3.21 3.30 2.51 0.69 0.08 0.48 1.10 0.95 0.37 0.16 0.34 0.10 0.01 0.10 0.25 0.50 0.80 2.35 3.77 0.35
Data as of 06/05/2026, Common starting date is 11/20/2006
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
Ticker/Portfolio Name 3 Year 5 Year 10 Year 15 Year
RAMAX (SHORT-TERM BOND FUND OF AMERICA CLASS R-1) -2.22%
Jun 2020 – Jun 2023
-0.61%
Oct 2017 – Oct 2022
-0.48%
Sep 2012 – Sep 2022
-0.05%
Feb 2008 – Feb 2023
Annualized Rolling Returns Comparison (Maximum)
Ticker/Portfolio Name 3 Year 5 Year 10 Year 15 Year
RAMAX (SHORT-TERM BOND FUND OF AMERICA CLASS R-1) 3.98%
Feb 2023 – Feb 2026
1.71%
Dec 2006 – Dec 2011
0.94%
Feb 2016 – Feb 2026
0.62%
Dec 2006 – Dec 2021
Annualized Rolling Returns Comparison Chart

3-Year Annualized Rolling Return