Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| RANCX (AMERICAN FUNDS STRATEGIC BOND FUND CLASS R-3) | -0.98% | 2.79% | 2.25% | -1.16% | 1.79% | NA | NA | … | … |
Data as of 06/11/2026, Common starting date is 03/22/2016
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| RANCX (AMERICAN FUNDS STRATEGIC BOND FUND CLASS R-3) | 03/22/2016 | 06/11/2026 |
| 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 | 2.79 | 2.25 | -1.16 | 1.79 | NA | NA | … | … | -0.98 | 8.06 | -0.94 | 1.32 | -13.03 | -1.28 | 17.75 | 7.73 | -0.11 | 2.97 | 1.93 |
| Sharpe Ratio | NA | -0.16 | -0.24 | -0.60 | 0.02 | NA | NA | … | … | -1.35 | 1.15 | -0.81 | -0.29 | -1.91 | -0.35 | 3.18 | 1.80 | -0.37 | 0.72 | 0.73 |
| Standard Deviation(%) | NA | 4.02 | 5.78 | 6.23 | 5.27 | NA | NA | … | … | 4.66 | 4.53 | 5.64 | 8.26 | 7.61 | 3.75 | 5.48 | 3.47 | 4.04 | 3.24 | 3.08 |
| Draw Down(%) | NA | 4.04 | 7.28 | 19.71 | 19.71 | NA | NA | … | … | 4.04 | 2.15 | 5.34 | 10.36 | 16.93 | 4.55 | 5.31 | 1.24 | 2.93 | 1.37 | 3.66 |
| Yield(%) | 0.00 | 3.66 | 3.06 | 2.70 | 2.87 | 1.97 | 1.47 | … | … | 0.95 | 3.61 | 2.76 | 2.66 | 4.22 | 1.46 | 4.15 | 3.02 | 3.14 | 1.97 | 1.42 |
Data as of 06/11/2026, 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 |
|---|---|---|---|---|
| RANCX (AMERICAN FUNDS STRATEGIC BOND FUND CLASS R-3) |
-6.19%
Oct 2020 – Oct 2023 |
-1.79%
Jul 2020 – Jul 2025 |
1.85%
Apr 2016 – Apr 2026 |
0.00%
NA |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| RANCX (AMERICAN FUNDS STRATEGIC BOND FUND CLASS R-3) |
8.70%
Sep 2018 – Sep 2021 |
5.25%
Nov 2016 – Nov 2021 |
1.89%
May 2016 – May 2026 |
0.00%
NA |
Annualized Rolling Returns Comparison Chart