Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| RILGX (AMERICAN FUNDS INFLATION LINKED BOND FUND CLASS R-2E) | 1.06% | 3.64% | 3.05% | -0.14% | 1.94% | NA | NA | … | … |
Data as of 06/04/2026, Common starting date is 01/26/2015
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| RILGX (AMERICAN FUNDS INFLATION LINKED BOND FUND CLASS R-2E) | 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 | 3.64 | 3.05 | -0.14 | 1.94 | NA | NA | … | … | 1.06 | 3.63 | 1.31 | 0.90 | -12.32 | 3.32 | 14.07 | 6.14 | -1.43 | 2.08 | 4.44 | -2.89 |
| Sharpe Ratio | NA | 0.44 | -0.02 | -0.43 | 0.06 | NA | NA | … | … | 0.10 | 0.16 | -0.52 | -0.38 | -1.55 | 0.72 | 1.96 | 1.22 | -0.79 | 0.37 | 0.85 | -0.57 |
| Standard Deviation(%) | NA | 3.49 | 4.90 | 6.14 | 5.51 | NA | NA | … | … | 3.60 | 5.05 | 4.48 | 7.38 | 8.90 | 4.54 | 7.02 | 3.82 | 3.57 | 3.85 | 4.99 | 5.43 |
| Draw Down(%) | NA | 2.20 | 5.03 | 16.64 | 16.64 | NA | NA | … | … | 2.20 | 3.88 | 3.87 | 7.45 | 14.80 | 3.03 | 7.40 | 1.91 | 3.20 | 1.95 | 4.24 | 4.80 |
| Yield(%) | 0.00 | 2.66 | 1.51 | 2.29 | 2.13 | 1.50 | 1.13 | … | … | 0.00 | 2.76 | 1.44 | 0.34 | 4.76 | 2.92 | 3.59 | 0.67 | 2.08 | 1.14 | 0.98 | 1.15 |
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 |
|---|---|---|---|---|
| RILGX (AMERICAN FUNDS INFLATION LINKED BOND FUND CLASS R-2E) |
-3.66%
Oct 2020 – Oct 2023 |
-0.30%
Dec 2020 – Dec 2025 |
1.69%
Feb 2015 – Feb 2025 |
0.00%
NA |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| RILGX (AMERICAN FUNDS INFLATION LINKED BOND FUND CLASS R-2E) |
7.87%
Nov 2018 – Nov 2021 |
5.02%
Jan 2016 – Jan 2021 |
2.34%
Jan 2016 – Jan 2026 |
0.00%
NA |
Annualized Rolling Returns Comparison Chart