Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| RANAX (AMERICAN FUNDS STRATEGIC BOND FUND CLASS R-1) | -1.19% | 2.09% | 1.64% | -1.54% | 1.45% | NA | NA | … | … |
Data as of 06/04/2026, Common starting date is 03/22/2016
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| RANAX (AMERICAN FUNDS STRATEGIC BOND FUND CLASS R-1) | 03/22/2016 | 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 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return (%) | 0.00 | 2.09 | 1.64 | -1.54 | 1.45 | NA | NA | … | … | -1.19 | 7.54 | -1.23 | 0.76 | -13.37 | -1.70 | 17.19 | 7.41 | -0.54 | 2.56 | 2.20 |
| Sharpe Ratio | NA | 0.03 | -0.22 | -0.64 | -0.03 | NA | NA | … | … | -1.11 | 1.02 | -0.86 | -0.36 | -1.98 | -0.46 | 3.11 | 1.73 | -0.47 | 0.58 | 0.86 |
| Standard Deviation(%) | NA | 4.07 | 5.80 | 6.20 | 5.24 | NA | NA | … | … | 4.65 | 4.58 | 5.65 | 8.21 | 7.52 | 3.74 | 5.43 | 3.43 | 4.07 | 3.27 | 3.02 |
| Draw Down(%) | NA | 4.14 | 8.02 | 20.36 | 20.52 | NA | NA | … | … | 4.14 | 2.15 | 5.43 | 10.56 | 17.18 | 4.55 | 5.32 | 1.24 | 3.03 | 1.37 | 3.65 |
| Yield(%) | 0.00 | 3.18 | 2.61 | 2.31 | 2.51 | 1.71 | 1.28 | … | … | 0.85 | 3.13 | 2.36 | 2.23 | 3.68 | 1.05 | 3.52 | 2.80 | 2.80 | 1.56 | 1.58 |
Data as of 06/04/2026, Common starting date is 03/22/2016
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| RANAX (AMERICAN FUNDS STRATEGIC BOND FUND CLASS R-1) |
-6.62%
Oct 2020 – Oct 2023 |
-2.23%
Jul 2020 – Jul 2025 |
1.47%
Apr 2016 – Apr 2026 |
0.00%
NA |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| RANAX (AMERICAN FUNDS STRATEGIC BOND FUND CLASS R-1) |
8.27%
Sep 2018 – Sep 2021 |
4.85%
Nov 2016 – Nov 2021 |
1.51%
May 2016 – May 2026 |
0.00%
NA |
Annualized Rolling Returns Comparison Chart