Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| RILEX (AMERICAN FUNDS INFLATION LINKED BOND FUND CLASS R-5) | 1.48% | 4.49% | 3.85% | 0.61% | 2.70% | NA | NA | … | … |
Data as of 06/04/2026, Common starting date is 01/26/2015
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| RILEX (AMERICAN FUNDS INFLATION LINKED BOND FUND CLASS R-5) | 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 (%) | 0.10 | 4.49 | 3.85 | 0.61 | 2.70 | NA | NA | … | … | 1.48 | 3.39 | 2.13 | 1.53 | -11.54 | 4.06 | 14.94 | 6.91 | -0.61 | 2.85 | 4.83 | -2.78 |
| Sharpe Ratio | NA | 0.68 | 0.13 | -0.30 | 0.20 | NA | NA | … | … | 0.34 | 0.10 | -0.33 | -0.29 | -1.44 | 0.89 | 2.06 | 1.36 | -0.55 | 0.57 | 0.98 | -0.55 |
| Standard Deviation(%) | NA | 3.37 | 4.85 | 6.15 | 5.53 | NA | NA | … | … | 3.39 | 5.55 | 4.53 | 7.32 | 9.03 | 4.51 | 7.10 | 4.00 | 3.61 | 3.86 | 4.71 | 5.47 |
| Draw Down(%) | NA | 2.09 | 4.77 | 15.59 | 15.59 | NA | NA | … | … | 2.09 | 4.55 | 3.68 | 7.18 | 14.43 | 3.01 | 7.45 | 1.89 | 2.97 | 1.84 | 4.13 | 4.69 |
| Yield(%) | 0.00 | 3.60 | 2.39 | 2.99 | 2.85 | 1.99 | 1.50 | … | … | 0.00 | 3.74 | 2.25 | 1.20 | 5.44 | 3.56 | 4.39 | 1.36 | 2.89 | 1.80 | 1.04 | 1.37 |
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 |
|---|---|---|---|---|
| RILEX (AMERICAN FUNDS INFLATION LINKED BOND FUND CLASS R-5) |
-2.93%
Sep 2020 – Sep 2023 |
0.45%
Dec 2020 – Dec 2025 |
2.37%
Feb 2015 – Feb 2025 |
0.00%
NA |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| RILEX (AMERICAN FUNDS INFLATION LINKED BOND FUND CLASS R-5) |
8.73%
Nov 2018 – Nov 2021 |
5.66%
Dec 2015 – Dec 2020 |
3.02%
Dec 2015 – Dec 2025 |
0.00%
NA |
Annualized Rolling Returns Comparison Chart