Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| RCBEX (AMERICAN FUNDS CORPORATE BOND FUND CLASS R-5) | 0.08% | 3.94% | 4.44% | 0.08% | NA | NA | NA | … | … |
Data as of 06/04/2026, Common starting date is 08/03/2016
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| RCBEX (AMERICAN FUNDS CORPORATE BOND FUND CLASS R-5) | 08/03/2016 | 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 | 3.94 | 4.44 | 0.08 | NA | NA | NA | … | … | 0.08 | 6.57 | 2.08 | 7.83 | -15.71 | -1.81 | 13.45 | 13.80 | -2.18 | 5.87 | -2.26 |
| Sharpe Ratio | NA | 0.54 | 0.27 | -0.35 | NA | NA | NA | … | … | -0.44 | 0.74 | -0.26 | 0.53 | -1.93 | -0.37 | 1.65 | 2.98 | -1.07 | 1.51 | -1.39 |
| Standard Deviation(%) | NA | 4.35 | 5.93 | 6.72 | NA | NA | NA | … | … | 4.71 | 5.00 | 5.89 | 7.92 | 8.93 | 4.90 | 7.96 | 4.13 | 3.33 | 3.47 | 4.07 |
| Draw Down(%) | NA | 3.11 | 6.83 | 21.77 | NA | NA | NA | … | … | 3.11 | 3.07 | 4.14 | 7.84 | 20.62 | 5.83 | 12.73 | 2.55 | 3.90 | 1.78 | 4.52 |
| Yield(%) | 0.00 | 3.70 | 4.12 | 3.02 | 3.34 | 2.23 | 1.67 | … | … | 1.43 | 4.20 | 4.34 | 3.81 | 2.43 | 1.78 | 5.16 | 4.33 | 2.83 | 2.84 | 1.56 |
Data as of 06/04/2026, Common starting date is 08/03/2016
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| RCBEX (AMERICAN FUNDS CORPORATE BOND FUND CLASS R-5) |
-5.93%
Oct 2020 – Oct 2023 |
-1.05%
Jul 2020 – Jul 2025 |
0.00%
NA |
0.00%
NA |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| RCBEX (AMERICAN FUNDS CORPORATE BOND FUND CLASS R-5) |
8.74%
Nov 2018 – Nov 2021 |
5.77%
Nov 2016 – Nov 2021 |
0.00%
NA |
0.00%
NA |
Annualized Rolling Returns Comparison Chart