Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| RANEX (AMERICAN FUNDS STRATEGIC BOND FUND CLASS R-4) | -0.91% | 2.86% | 2.43% | -0.80% | 2.12% | NA | NA | … | … |
Data as of 06/04/2026, Common starting date is 03/22/2016
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| RANEX (AMERICAN FUNDS STRATEGIC BOND FUND CLASS R-4) | 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 | 2.86 | 2.43 | -0.80 | 2.12 | NA | NA | … | … | -0.91 | 8.34 | -0.54 | 1.60 | -12.76 | -0.96 | 18.08 | 8.00 | 0.16 | 3.26 | 2.05 |
| Sharpe Ratio | NA | 0.22 | -0.09 | -0.53 | 0.10 | NA | NA | … | … | -0.96 | 1.20 | -0.74 | -0.25 | -1.88 | -0.26 | 3.26 | 1.89 | -0.31 | 0.80 | 0.79 |
| Standard Deviation(%) | NA | 4.03 | 5.79 | 6.21 | 5.24 | NA | NA | … | … | 4.62 | 4.57 | 5.60 | 8.24 | 7.56 | 3.75 | 5.45 | 3.45 | 3.96 | 3.27 | 3.04 |
| Draw Down(%) | NA | 3.96 | 7.76 | 19.21 | 19.21 | NA | NA | … | … | 3.96 | 2.15 | 5.26 | 10.22 | 16.73 | 4.46 | 5.30 | 1.14 | 2.78 | 1.37 | 3.66 |
| Yield(%) | 0.00 | 3.93 | 3.33 | 2.97 | 3.15 | 2.15 | 1.61 | … | … | 1.03 | 3.90 | 3.05 | 2.93 | 4.49 | 1.78 | 4.48 | 3.29 | 3.40 | 2.16 | 1.54 |
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 |
|---|---|---|---|---|
| RANEX (AMERICAN FUNDS STRATEGIC BOND FUND CLASS R-4) |
-5.92%
Oct 2020 – Oct 2023 |
-1.49%
Jul 2020 – Jul 2025 |
2.13%
Apr 2016 – Apr 2026 |
0.00%
NA |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| RANEX (AMERICAN FUNDS STRATEGIC BOND FUND CLASS R-4) |
9.01%
Sep 2018 – Sep 2021 |
5.55%
Nov 2016 – Nov 2021 |
2.18%
May 2016 – May 2026 |
0.00%
NA |
Annualized Rolling Returns Comparison Chart