Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| REGEX (AMERICAN FUNDS EMERGING MARKETS BOND FUND CLASS R-4) | 1.38% | 9.72% | 8.71% | 2.74% | NA | NA | NA | … | … |
Data as of 06/03/2026, Common starting date is 08/03/2016
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| REGEX (AMERICAN FUNDS EMERGING MARKETS BOND FUND CLASS R-4) | 08/03/2016 | 06/03/2026 |
| 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 (%) | 0.37 | 9.72 | 8.71 | 2.74 | NA | NA | NA | … | … | 1.38 | 15.38 | 0.38 | 13.53 | -12.23 | -3.88 | 7.72 | 13.70 | -4.26 | 13.03 | -1.57 |
| Sharpe Ratio | NA | 1.61 | 1.11 | 0.04 | NA | NA | NA | … | … | 0.15 | 2.87 | -0.58 | 1.42 | -1.34 | -0.89 | 0.68 | 2.37 | -1.02 | 2.25 | -0.44 |
| Standard Deviation(%) | NA | 4.77 | 5.56 | 6.77 | NA | NA | NA | … | … | 6.08 | 4.37 | 5.55 | 7.01 | 10.24 | 4.38 | 10.93 | 5.16 | 5.53 | 5.53 | 9.20 |
| Draw Down(%) | NA | 4.93 | 6.96 | 24.13 | NA | NA | NA | … | … | 4.93 | 2.99 | 6.05 | 6.96 | 21.55 | 6.23 | 19.46 | 3.89 | 10.19 | 3.68 | 7.63 |
| Yield(%) | 0.00 | 5.20 | 6.44 | 5.19 | 5.27 | 3.52 | 2.64 | … | … | 1.97 | 6.15 | 6.89 | 7.04 | 6.03 | 4.50 | 5.04 | 7.01 | 5.71 | 6.57 | 2.40 |
Data as of 06/03/2026, 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 |
|---|---|---|---|---|
| REGEX (AMERICAN FUNDS EMERGING MARKETS BOND FUND CLASS R-4) |
-4.97%
Oct 2019 – Oct 2022 |
-2.00%
Sep 2017 – Sep 2022 |
0.00%
NA |
0.00%
NA |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| REGEX (AMERICAN FUNDS EMERGING MARKETS BOND FUND CLASS R-4) |
12.25%
Sep 2022 – Sep 2025 |
5.17%
Nov 2016 – Nov 2021 |
0.00%
NA |
0.00%
NA |
Annualized Rolling Returns Comparison Chart