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
RAMEX (SHORT-TERM BOND FUND OF AMERICA CLASS R-4) 0.05% 2.78% 4.06% 1.72% 1.58% 1.21% NA
Data as of 06/04/2026, Common starting date is 11/21/2006
More Performance Analytics Comparison
Name Start Date End Date
RAMEX (SHORT-TERM BOND FUND OF AMERICA CLASS R-4) 11/21/2006 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 2019 2018 2017 2016 2015 2014 2013 2012 2011 2010 2009 2008 2007 2006
Annualized Return (%) -0.10 2.78 4.06 1.72 1.58 1.21 NA 0.05 5.11 4.35 3.99 -3.78 -0.85 2.57 2.98 1.10 0.81 0.94 0.28 0.34 -0.41 0.73 1.00 1.98 3.40 1.11 4.20 -0.09
Sharpe Ratio NA 0.37 0.46 -0.35 -0.01 NA NA -1.05 1.15 0.34 0.11 -2.28 -1.25 1.29 0.93 -0.21 0.15 0.60 0.19 0.34 -0.38 0.83 1.02 1.31 1.52 0.05 0.60 -5.35
Standard Deviation(%) NA 1.89 2.14 2.24 1.87 NA NA 2.02 1.94 2.15 3.06 2.30 0.70 1.80 1.62 1.36 1.03 1.20 1.34 0.94 1.15 0.81 0.95 1.44 2.17 2.58 1.74 0.85
Draw Down(%) NA 1.24 1.24 5.86 6.77 NA NA 1.24 0.73 0.93 1.83 5.07 0.95 1.67 0.50 0.94 0.62 0.97 0.63 0.65 1.41 0.30 0.50 1.18 0.97 2.17 0.60 0.30
Yield(%) 0.00 3.47 3.79 2.67 1.99 1.54 1.67 1.19 3.97 4.04 3.27 1.35 0.44 1.17 1.84 1.68 1.11 0.84 0.88 0.34 0.49 0.82 0.99 1.28 1.55 3.08 3.82 0.01
Data as of 06/04/2026, Common starting date is 11/21/2006
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
Ticker/Portfolio Name 3 Year 5 Year 10 Year 15 Year
RAMEX (SHORT-TERM BOND FUND OF AMERICA CLASS R-4) -1.51%
Jun 2020 – Jun 2023
0.15%
Oct 2017 – Oct 2022
0.28%
Oct 2012 – Oct 2022
0.72%
Feb 2008 – Feb 2023
Annualized Rolling Returns Comparison (Maximum)
Ticker/Portfolio Name 3 Year 5 Year 10 Year 15 Year
RAMEX (SHORT-TERM BOND FUND OF AMERICA CLASS R-4) 4.74%
Feb 2023 – Feb 2026
2.40%
Jan 2007 – Jan 2012
1.72%
Feb 2016 – Feb 2026
1.33%
Dec 2006 – Dec 2021
Annualized Rolling Returns Comparison Chart

3-Year Annualized Rolling Return