Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| COBCX (AMERICAN FUNDS CORPORATE BOND FUND CLASS 529-C) | -0.89% | 2.96% | 3.23% | -1.14% | NA | NA | NA | … | … |
Data as of 06/08/2026, Common starting date is 08/03/2016
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| COBCX (AMERICAN FUNDS CORPORATE BOND FUND CLASS 529-C) | 08/03/2016 | 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 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return (%) | -0.64 | 2.96 | 3.23 | -1.14 | NA | NA | NA | … | … | -0.89 | 5.55 | 0.91 | 6.65 | -16.66 | -2.88 | 12.21 | 12.54 | -3.27 | 4.72 | -2.64 |
| Sharpe Ratio | NA | 0.02 | -0.01 | -0.54 | NA | NA | NA | … | … | -0.93 | 0.54 | -0.46 | 0.38 | -2.04 | -0.60 | 1.50 | 2.73 | -1.44 | 1.20 | -1.61 |
| Standard Deviation(%) | NA | 4.28 | 5.86 | 6.68 | NA | NA | NA | … | … | 4.65 | 4.96 | 5.83 | 7.86 | 8.90 | 4.85 | 7.93 | 4.05 | 3.25 | 3.41 | 4.05 |
| Draw Down(%) | NA | 3.11 | 7.10 | 22.73 | NA | NA | NA | … | … | 3.11 | 3.16 | 4.41 | 8.45 | 21.29 | 5.98 | 12.73 | 2.55 | 4.80 | 1.86 | 4.75 |
| Yield(%) | 0.00 | 2.86 | 3.10 | 2.10 | 2.32 | 1.54 | 1.16 | … | … | 1.11 | 3.23 | 3.20 | 2.71 | 1.45 | 0.72 | 3.98 | 3.13 | 1.74 | 1.72 | 1.18 |
Data as of 06/08/2026, Common starting date is 08/03/2016
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| COBCX (AMERICAN FUNDS CORPORATE BOND FUND CLASS 529-C) |
-6.97%
Oct 2020 – Oct 2023 |
-2.13%
Jul 2020 – Jul 2025 |
0.00%
NA |
0.00%
NA |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| COBCX (AMERICAN FUNDS CORPORATE BOND FUND CLASS 529-C) |
7.55%
Nov 2018 – Nov 2021 |
4.61%
Nov 2016 – Nov 2021 |
0.00%
NA |
0.00%
NA |
Annualized Rolling Returns Comparison Chart