Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| RANFX (AMERICAN FUNDS STRATEGIC BOND FUND CLASS R-5) | -0.84% | 3.02% | 2.67% | -0.53% | 2.39% | NA | NA | … | … |
Data as of 06/04/2026, Common starting date is 03/22/2016
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| RANFX (AMERICAN FUNDS STRATEGIC BOND FUND CLASS R-5) | 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 | 3.02 | 2.67 | -0.53 | 2.39 | NA | NA | … | … | -0.84 | 8.63 | -0.27 | 1.89 | -12.50 | -0.70 | 18.45 | 8.29 | 0.52 | 3.42 | 2.20 |
| Sharpe Ratio | NA | 0.28 | -0.03 | -0.48 | 0.16 | NA | NA | … | … | -0.86 | 1.28 | -0.68 | -0.21 | -1.85 | -0.20 | 3.38 | 2.00 | -0.22 | 0.83 | 0.83 |
| Standard Deviation(%) | NA | 4.06 | 5.84 | 6.24 | 5.26 | NA | NA | … | … | 4.66 | 4.50 | 5.68 | 8.34 | 7.57 | 3.73 | 5.37 | 3.40 | 3.98 | 3.34 | 3.13 |
| Draw Down(%) | NA | 3.99 | 7.72 | 18.74 | 18.74 | NA | NA | … | … | 3.99 | 2.14 | 5.19 | 10.16 | 16.53 | 4.36 | 5.29 | 1.14 | 2.61 | 1.37 | 3.65 |
| Yield(%) | 0.00 | 4.19 | 3.59 | 3.19 | 3.40 | 2.32 | 1.74 | … | … | 1.09 | 4.18 | 3.32 | 3.21 | 4.73 | 2.02 | 4.74 | 3.58 | 3.65 | 2.42 | 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 |
|---|---|---|---|---|
| RANFX (AMERICAN FUNDS STRATEGIC BOND FUND CLASS R-5) |
-5.66%
Oct 2020 – Oct 2023 |
-1.22%
Jul 2020 – Jul 2025 |
2.41%
Apr 2016 – Apr 2026 |
0.00%
NA |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| RANFX (AMERICAN FUNDS STRATEGIC BOND FUND CLASS R-5) |
9.32%
Sep 2018 – Sep 2021 |
5.84%
Nov 2016 – Nov 2021 |
2.47%
May 2016 – May 2026 |
0.00%
NA |
Annualized Rolling Returns Comparison Chart