Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| RILBX (AMERICAN FUNDS INFLATION LINKED BOND FUND CLASS R-2) | 0.98% | 3.41% | 2.77% | -0.42% | 1.66% | NA | NA | … | … |
Data as of 06/04/2026, Common starting date is 01/26/2015
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| RILBX (AMERICAN FUNDS INFLATION LINKED BOND FUND CLASS R-2) | 01/26/2015 | 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 | 2015 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return (%) | 0.00 | 3.41 | 2.77 | -0.42 | 1.66 | NA | NA | … | … | 0.98 | 3.24 | 1.10 | 0.57 | -12.48 | 3.04 | 13.83 | 5.78 | -1.59 | 1.83 | 3.64 | -3.43 |
| Sharpe Ratio | NA | 0.34 | -0.09 | -0.47 | 0.02 | NA | NA | … | … | 0.05 | 0.08 | -0.56 | -0.42 | -1.56 | 0.66 | 1.92 | 1.10 | -0.83 | 0.30 | 0.72 | -0.68 |
| Standard Deviation(%) | NA | 3.48 | 4.88 | 6.14 | 5.52 | NA | NA | … | … | 3.55 | 5.00 | 4.49 | 7.38 | 8.92 | 4.60 | 7.06 | 3.90 | 3.60 | 3.89 | 4.73 | 5.41 |
| Draw Down(%) | NA | 2.24 | 5.11 | 17.08 | 17.08 | NA | NA | … | … | 2.24 | 3.86 | 3.86 | 7.68 | 14.93 | 2.98 | 7.39 | 1.93 | 3.34 | 1.97 | 4.59 | 5.31 |
| Yield(%) | 0.00 | 2.63 | 1.43 | 2.19 | 1.97 | 1.38 | 1.04 | … | … | 0.00 | 2.72 | 1.22 | 0.35 | 4.65 | 2.73 | 3.53 | 0.37 | 2.06 | 0.87 | 0.60 | 1.13 |
Data as of 06/04/2026, Common starting date is 01/26/2015
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| RILBX (AMERICAN FUNDS INFLATION LINKED BOND FUND CLASS R-2) |
-3.92%
Oct 2020 – Oct 2023 |
-0.58%
Dec 2020 – Dec 2025 |
1.34%
Feb 2015 – Feb 2025 |
0.00%
NA |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| RILBX (AMERICAN FUNDS INFLATION LINKED BOND FUND CLASS R-2) |
7.62%
Nov 2018 – Nov 2021 |
4.57%
Dec 2015 – Dec 2020 |
1.97%
Dec 2015 – Dec 2025 |
0.00%
NA |
Annualized Rolling Returns Comparison Chart