Performance Comparison
Portfolio Performance Comparison
The return data shown below all have the same latest date: 04/28/2025.
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Inception |
|---|---|---|---|---|---|---|---|---|
| RBFEX (BOND FUND OF AMERICA CLASS R-4) | 1.62% | 6.20% | 0.93% | -1.26% | 1.14% | 2.17% | 2.34% | 2.86% |
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| RBFEX (BOND FUND OF AMERICA CLASS R-4) | 05/23/2002 | 04/28/2025 |
The return data shown below all have the same latest date: 04/28/2025.
AR inception is since 05/23/2002.
AR inception is since 05/23/2002.
| Last 1 Week | 1 Yr | 3 Yr | 5 Yr | 10 Yr | 15 Yr | 20 Yr | Inception | YTD | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | 2013 | 2012 | 2011 | 2010 | 2009 | 2008 | 2007 | 2006 | 2005 | 2004 | 2003 | 2002 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return (%) | 1.43 | 6.20 | 0.93 | -1.26 | 1.14 | 2.17 | 2.34 | 2.86 | 1.62 | 1.17 | 4.74 | -12.78 | -1.51 | 7.34 | 8.03 | -0.31 | 3.22 | 2.74 | 0.23 | 5.55 | -1.99 | 5.90 | 6.48 | 7.01 | 14.90 | -12.24 | 3.37 | 5.85 | 1.34 | 4.98 | 11.52 | 0.09 |
| Sharpe Ratio | NA | 0.03 | -0.52 | -0.66 | -0.12 | NA | NA | 0.35 | 0.26 | -0.97 | 0.06 | -1.96 | -0.48 | 1.26 | 1.92 | -0.55 | 0.91 | 0.85 | 0.05 | 2.07 | -0.60 | 2.60 | 1.82 | 1.88 | 3.38 | -2.45 | 0.13 | 1.00 | -0.32 | 1.09 | 2.56 | -0.22 |
| Standard Deviation(%) | NA | 5.28 | 6.83 | 5.92 | 4.92 | NA | NA | 4.23 | 5.50 | 5.61 | 7.66 | 7.25 | 3.16 | 5.62 | 3.45 | 2.98 | 2.86 | 2.99 | 3.88 | 2.68 | 3.39 | 2.26 | 3.55 | 3.69 | 4.38 | 5.36 | 3.01 | 2.58 | 2.59 | 3.72 | 4.23 | 4.03 |
| Draw Down(%) | NA | 4.89 | 9.66 | 20.29 | 20.29 | NA | NA | 20.29 | 2.89 | 4.28 | 7.97 | 16.64 | 3.29 | 6.67 | 2.08 | 2.97 | 1.57 | 3.91 | 2.99 | 1.33 | 5.04 | 1.02 | 1.41 | 3.67 | 4.00 | 17.10 | 2.00 | 1.22 | 2.18 | 4.29 | 4.26 | 6.05 |
| Yield(%) | 0.00 | 3.32 | 3.14 | 2.29 | 2.36 | 2.64 | 2.94 | 3.31 | 0.00 | 4.20 | 3.62 | 2.32 | 1.39 | 1.98 | 3.83 | 2.15 | 1.87 | 1.72 | 1.95 | 2.21 | 2.28 | 2.66 | 3.43 | 3.65 | 4.86 | 5.70 | 5.25 | 4.91 | 4.46 | 3.86 | 4.96 | 0.02 |
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| RBFEX (BOND FUND OF AMERICA CLASS R-4) |
-6.39%
Oct 2020 - Oct 2023 |
-0.86%
Mar 2020 - Mar 2025 |
0.60%
Oct 2012 - Oct 2022 |
1.69%
Oct 2007 - Oct 2022 |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| RBFEX (BOND FUND OF AMERICA CLASS R-4) |
10.54%
Feb 2009 - Feb 2012 |
7.13%
Nov 2008 - Nov 2013 |
5.08%
Oct 2002 - Oct 2012 |
4.04%
Oct 2002 - Oct 2017 |
Annualized Rolling Returns Comparison Chart