Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| RILHX (AMERICAN FUNDS INFLATION LINKED BOND FUND CLASS R-5E) | 1.38% | 4.33% | 3.70% | 0.49% | 2.60% | NA | NA | … | … |
Data as of 06/04/2026, Common starting date is 11/23/2015
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| RILHX (AMERICAN FUNDS INFLATION LINKED BOND FUND CLASS R-5E) | 11/23/2015 | 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 | 4.33 | 3.70 | 0.49 | 2.60 | NA | NA | … | … | 1.38 | 3.30 | 2.04 | 1.43 | -11.63 | 3.99 | 14.80 | 6.88 | -0.76 | 2.80 | 4.67 | -0.77 |
| Sharpe Ratio | NA | 0.66 | 0.11 | -0.32 | 0.19 | NA | NA | … | … | 0.34 | 0.08 | -0.35 | -0.30 | -1.46 | 0.87 | 2.06 | 1.39 | -0.59 | 0.56 | 0.95 | -1.81 |
| Standard Deviation(%) | NA | 3.40 | 4.89 | 6.16 | 5.52 | NA | NA | … | … | 3.42 | 5.56 | 4.52 | 7.38 | 8.97 | 4.54 | 7.05 | 3.90 | 3.62 | 3.82 | 4.68 | 4.08 |
| Draw Down(%) | NA | 2.10 | 4.90 | 15.71 | 15.71 | NA | NA | … | … | 2.10 | 4.48 | 3.69 | 7.22 | 14.40 | 3.02 | 7.38 | 2.00 | 2.98 | 1.84 | 4.15 | 1.69 |
| Yield(%) | 0.00 | 3.54 | 2.30 | 2.93 | 2.77 | 1.99 | 1.49 | … | … | 0.00 | 3.68 | 2.16 | 1.10 | 5.42 | 3.50 | 4.32 | 1.30 | 2.85 | 1.74 | 0.87 | 1.45 |
Data as of 06/04/2026, Common starting date is 11/23/2015
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| RILHX (AMERICAN FUNDS INFLATION LINKED BOND FUND CLASS R-5E) |
-3.02%
Oct 2020 – Oct 2023 |
0.35%
Dec 2020 – Dec 2025 |
2.51%
Mar 2016 – Mar 2026 |
0.00%
NA |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| RILHX (AMERICAN FUNDS INFLATION LINKED BOND FUND CLASS R-5E) |
8.59%
Nov 2018 – Nov 2021 |
5.55%
Dec 2015 – Dec 2020 |
2.92%
Dec 2015 – Dec 2025 |
0.00%
NA |
Annualized Rolling Returns Comparison Chart