Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| RDBRX (SHORT DURATION BOND FUND CLASS R6) | 0.48% | 3.64% | 4.88% | 2.03% | 2.33% | NA | NA | … | … |
Data as of 06/04/2026, Common starting date is 03/02/2016
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| RDBRX (SHORT DURATION BOND FUND CLASS R6) | 03/02/2016 | 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 (%) | -0.27 | 3.64 | 4.88 | 2.03 | 2.33 | NA | NA | … | … | 0.48 | 5.96 | 4.77 | 5.04 | -4.92 | -0.70 | 5.02 | 4.79 | 1.26 | 1.43 | 2.18 |
| Sharpe Ratio | NA | 1.15 | 1.00 | -0.21 | 0.42 | NA | NA | … | … | -0.35 | 2.01 | 0.60 | 0.52 | -2.51 | -0.75 | 1.93 | 2.52 | -0.15 | 1.14 | 2.77 |
| Standard Deviation(%) | NA | 1.41 | 1.85 | 2.07 | 1.77 | NA | NA | … | … | 1.52 | 1.54 | 1.91 | 2.70 | 2.54 | 0.96 | 2.47 | 1.32 | 0.80 | 0.68 | 0.86 |
| Draw Down(%) | NA | 1.09 | 1.09 | 7.75 | 7.75 | NA | NA | … | … | 1.09 | 0.90 | 1.05 | 1.42 | 6.80 | 1.29 | 4.45 | 0.72 | 0.35 | 0.29 | 0.66 |
| Yield(%) | 0.00 | 4.39 | 4.14 | 2.91 | 2.50 | 1.71 | 1.29 | … | … | 1.48 | 4.94 | 4.00 | 2.92 | 0.67 | 1.72 | 2.33 | 2.53 | 2.34 | 1.38 | 1.50 |
Data as of 06/04/2026, Common starting date is 03/02/2016
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| RDBRX (SHORT DURATION BOND FUND CLASS R6) |
-1.01%
Sep 2020 – Sep 2023 |
0.71%
Oct 2017 – Oct 2022 |
2.37%
Apr 2016 – Apr 2026 |
0.00%
NA |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| RDBRX (SHORT DURATION BOND FUND CLASS R6) |
5.50%
Oct 2022 – Oct 2025 |
2.68%
May 2016 – May 2021 |
2.38%
May 2016 – May 2026 |
0.00%
NA |
Annualized Rolling Returns Comparison Chart