Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| CNLCX (AMERICAN FUNDS INFLATION LINKED BOND FUND CLASS 529-C) | 0.53% | 3.67% | 2.62% | -0.62% | 1.50% | NA | NA | … | … |
Data as of 06/10/2026, Common starting date is 01/26/2015
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| CNLCX (AMERICAN FUNDS INFLATION LINKED BOND FUND CLASS 529-C) | 01/26/2015 | 06/10/2026 |
| 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 (%) | -0.42 | 3.67 | 2.62 | -0.62 | 1.50 | NA | NA | … | … | 0.53 | 3.50 | 1.02 | 0.55 | -12.57 | 2.97 | 13.82 | 5.91 | -1.72 | 1.72 | 3.63 | -3.65 |
| Sharpe Ratio | NA | 0.14 | -0.15 | -0.50 | -0.02 | NA | NA | … | … | -0.37 | 0.13 | -0.58 | -0.43 | -1.57 | 0.65 | 1.92 | 1.14 | -0.87 | 0.28 | 0.73 | -0.71 |
| Standard Deviation(%) | NA | 3.41 | 4.88 | 6.14 | 5.50 | NA | NA | … | … | 3.42 | 4.99 | 4.47 | 7.33 | 8.95 | 4.54 | 7.05 | 3.90 | 3.57 | 3.81 | 4.66 | 5.53 |
| Draw Down(%) | NA | 2.19 | 4.72 | 17.21 | 17.21 | NA | NA | … | … | 2.19 | 3.57 | 3.94 | 7.66 | 14.99 | 3.02 | 7.41 | 2.02 | 3.42 | 2.06 | 4.48 | 5.51 |
| Yield(%) | 0.00 | 2.39 | 1.09 | 1.97 | 1.69 | 1.18 | 0.89 | … | … | 0.00 | 2.45 | 0.81 | 0.00 | 4.40 | 2.76 | 2.80 | 0.21 | 1.81 | 0.35 | 0.59 | 0.80 |
Data as of 06/10/2026, 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 |
|---|---|---|---|---|
| CNLCX (AMERICAN FUNDS INFLATION LINKED BOND FUND CLASS 529-C) |
-3.99%
Oct 2020 – Oct 2023 |
-0.65%
Dec 2020 – Dec 2025 |
1.27%
Feb 2015 – Feb 2025 |
0.00%
NA |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| CNLCX (AMERICAN FUNDS INFLATION LINKED BOND FUND CLASS 529-C) |
7.63%
Nov 2018 – Nov 2021 |
4.55%
Dec 2015 – Dec 2020 |
1.91%
Dec 2015 – Dec 2025 |
0.00%
NA |
Annualized Rolling Returns Comparison Chart