Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| RANBX (AMERICAN FUNDS STRATEGIC BOND FUND CLASS R-2) | -2.04% | 1.17% | 1.38% | -1.66% | 1.34% | NA | NA | … | … |
Data as of 06/04/2026, Common starting date is 03/18/2016
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| RANBX (AMERICAN FUNDS STRATEGIC BOND FUND CLASS R-2) | 03/18/2016 | 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 | 1.17 | 1.38 | -1.66 | 1.34 | NA | NA | … | … | -2.04 | 5.12 | -1.24 | 0.89 | -13.43 | -1.70 | 17.33 | 7.22 | -0.45 | 2.59 | 1.64 |
| Sharpe Ratio | NA | -0.19 | -0.26 | -0.66 | -0.05 | NA | NA | … | … | -1.43 | 0.47 | -0.86 | -0.34 | -1.96 | -0.46 | 3.14 | 1.64 | -0.43 | 0.59 | 0.62 |
| Standard Deviation(%) | NA | 4.23 | 5.83 | 6.24 | 5.29 | NA | NA | … | … | 5.00 | 4.88 | 5.66 | 8.19 | 7.61 | 3.74 | 5.41 | 3.50 | 4.31 | 3.28 | 2.99 |
| Draw Down(%) | NA | 4.97 | 8.01 | 20.32 | 20.49 | NA | NA | … | … | 4.97 | 2.15 | 5.36 | 10.56 | 17.14 | 4.64 | 5.32 | 1.24 | 3.26 | 1.37 | 3.66 |
| Yield(%) | 0.00 | 2.38 | 2.36 | 2.22 | 2.43 | 1.66 | 1.24 | … | … | 0.00 | 3.20 | 2.35 | 2.25 | 3.84 | 1.05 | 3.72 | 2.72 | 2.70 | 1.60 | 1.33 |
Data as of 06/04/2026, Common starting date is 03/18/2016
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| RANBX (AMERICAN FUNDS STRATEGIC BOND FUND CLASS R-2) |
-6.59%
Oct 2020 – Oct 2023 |
-2.18%
Jul 2020 – Jul 2025 |
1.36%
Apr 2016 – Apr 2026 |
0.00%
NA |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| RANBX (AMERICAN FUNDS STRATEGIC BOND FUND CLASS R-2) |
8.25%
Sep 2018 – Sep 2021 |
4.84%
Nov 2016 – Nov 2021 |
1.40%
May 2016 – May 2026 |
0.00%
NA |
Annualized Rolling Returns Comparison Chart