Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| FBCDX (American Funds Corporate Bond Fund Class 529-F-3) | -0.03% | 4.72% | 4.67% | -0.01% | NA | NA | NA | … | … |
Data as of 06/10/2026, Common starting date is 11/02/2020
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| FBCDX (American Funds Corporate Bond Fund Class 529-F-3) | 11/02/2020 | 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 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return (%) | -0.32 | 4.72 | 4.67 | -0.01 | NA | NA | NA | … | … | -0.03 | 7.05 | 2.07 | 7.85 | -15.70 | -1.84 | -0.05 |
| Sharpe Ratio | NA | 0.42 | 0.22 | -0.35 | NA | NA | NA | … | … | -0.54 | 0.83 | -0.26 | 0.53 | -1.93 | -0.38 | -0.05 |
| Standard Deviation(%) | NA | 4.41 | 5.93 | 6.73 | NA | NA | NA | … | … | 4.78 | 5.06 | 5.89 | 7.92 | 8.93 | 4.90 | 7.42 |
| Draw Down(%) | NA | 3.11 | 6.83 | 21.78 | NA | NA | NA | … | … | 3.11 | 3.07 | 4.14 | 7.82 | 20.62 | 5.83 | 2.36 |
| Yield(%) | 0.00 | 4.58 | 4.42 | 3.14 | 1.61 | 1.07 | 0.81 | … | … | 1.85 | 4.65 | 4.33 | 3.82 | 2.44 | 1.75 | 0.29 |
Data as of 06/10/2026, Common starting date is 11/02/2020
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| FBCDX (American Funds Corporate Bond Fund Class 529-F-3) |
-3.72%
Dec 2020 – Dec 2023 |
-0.51%
Dec 2020 – Dec 2025 |
0.00%
NA |
0.00%
NA |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| FBCDX (American Funds Corporate Bond Fund Class 529-F-3) |
7.02%
Oct 2022 – Oct 2025 |
0.50%
Feb 2021 – Feb 2026 |
0.00%
NA |
0.00%
NA |
Annualized Rolling Returns Comparison Chart