Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| FIBLX (American Funds Inflation Linked Bond Fund Class 529-F-2) | 0.96% | 4.72% | 3.73% | 0.42% | 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 |
|---|---|---|
| FIBLX (American Funds Inflation Linked Bond Fund Class 529-F-2) | 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 (%) | -0.42 | 4.72 | 3.73 | 0.42 | NA | NA | NA | … | … | 0.96 | 7.03 | 2.09 | 1.62 | -11.70 | 4.01 | 2.15 |
| Sharpe Ratio | NA | 0.48 | 0.07 | -0.33 | NA | NA | NA | … | … | -0.08 | 0.97 | -0.34 | -0.28 | -1.46 | 0.88 | 5.06 |
| Standard Deviation(%) | NA | 3.40 | 4.87 | 6.15 | NA | NA | NA | … | … | 3.43 | 4.28 | 4.51 | 7.33 | 9.02 | 4.54 | 2.75 |
| Draw Down(%) | NA | 2.10 | 4.49 | 15.69 | NA | NA | NA | … | … | 2.10 | 2.51 | 3.75 | 7.23 | 14.42 | 3.02 | 0.63 |
| Yield(%) | 0.00 | 3.61 | 2.37 | 2.96 | 1.85 | 1.24 | 0.93 | … | … | 0.00 | 3.73 | 2.21 | 1.18 | 5.46 | 3.52 | 3.85 |
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 |
|---|---|---|---|---|
| FIBLX (American Funds Inflation Linked Bond Fund Class 529-F-2) |
-2.88%
Dec 2021 – Dec 2024 |
0.39%
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 |
|---|---|---|---|---|
| FIBLX (American Funds Inflation Linked Bond Fund Class 529-F-2) |
4.25%
Sep 2022 – Sep 2025 |
0.97%
Feb 2021 – Feb 2026 |
0.00%
NA |
0.00%
NA |
Annualized Rolling Returns Comparison Chart