Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| CNLAX (AMERICAN FUNDS INFLATION LINKED BOND FUND CLASS 529-A) | 0.74% | 4.30% | 3.28% | 0.20% | 2.27% | NA | NA | … | … |
Data as of 06/08/2026, Common starting date is 01/26/2015
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| CNLAX (AMERICAN FUNDS INFLATION LINKED BOND FUND CLASS 529-A) | 01/26/2015 | 06/08/2026 |
| 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 (%) | -0.63 | 4.30 | 3.28 | 0.20 | 2.27 | NA | NA | … | … | 0.74 | 3.29 | 1.76 | 1.24 | -11.85 | 3.83 | 14.54 | 6.58 | -1.01 | 2.62 | 4.55 | -2.88 |
| Sharpe Ratio | NA | 0.38 | 0.01 | -0.38 | 0.12 | NA | NA | … | … | -0.15 | 0.08 | -0.41 | -0.33 | -1.49 | 0.84 | 2.02 | 1.33 | -0.67 | 0.51 | 0.93 | -0.57 |
| Standard Deviation(%) | NA | 3.42 | 4.83 | 6.13 | 5.50 | NA | NA | … | … | 3.41 | 5.40 | 4.48 | 7.32 | 8.95 | 4.54 | 7.04 | 3.82 | 3.60 | 3.87 | 4.68 | 5.49 |
| Draw Down(%) | NA | 2.20 | 4.38 | 15.94 | 15.94 | NA | NA | … | … | 2.20 | 4.37 | 3.74 | 7.32 | 14.51 | 3.02 | 7.38 | 1.90 | 2.99 | 1.84 | 4.24 | 4.80 |
| Yield(%) | 0.00 | 3.31 | 2.03 | 2.72 | 2.55 | 1.79 | 1.34 | … | … | 0.00 | 3.41 | 1.89 | 0.80 | 5.20 | 3.34 | 4.06 | 1.01 | 2.60 | 1.56 | 0.98 | 1.26 |
Data as of 06/08/2026, 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 |
|---|---|---|---|---|
| CNLAX (AMERICAN FUNDS INFLATION LINKED BOND FUND CLASS 529-A) |
-3.24%
Oct 2020 – Oct 2023 |
0.12%
Dec 2020 – Dec 2025 |
2.06%
Feb 2015 – Feb 2025 |
0.00%
NA |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| CNLAX (AMERICAN FUNDS INFLATION LINKED BOND FUND CLASS 529-A) |
8.36%
Nov 2018 – Nov 2021 |
5.33%
Dec 2015 – Dec 2020 |
2.69%
Dec 2015 – Dec 2025 |
0.00%
NA |
Annualized Rolling Returns Comparison Chart