Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| RILDX (AMERICAN FUNDS INFLATION LINKED BOND FUND CLASS R-4) | 1.06% | 4.46% | 3.55% | 0.25% | 2.35% | NA | NA | … | … |
Data as of 06/11/2026, Common starting date is 01/26/2015
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| RILDX (AMERICAN FUNDS INFLATION LINKED BOND FUND CLASS R-4) | 01/26/2015 | 06/11/2026 |
| 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 (%) | -0.21 | 4.46 | 3.55 | 0.25 | 2.35 | NA | NA | … | … | 1.06 | 3.30 | 1.89 | 1.22 | -11.80 | 3.75 | 14.65 | 6.57 | -0.89 | 2.50 | 4.51 | -2.89 |
| Sharpe Ratio | NA | 0.40 | 0.02 | -0.37 | 0.13 | NA | NA | … | … | -0.14 | 0.08 | -0.39 | -0.33 | -1.48 | 0.82 | 2.03 | 1.29 | -0.64 | 0.47 | 0.91 | -0.58 |
| Standard Deviation(%) | NA | 3.44 | 4.84 | 6.15 | 5.53 | NA | NA | … | … | 3.58 | 5.45 | 4.40 | 7.41 | 8.95 | 4.54 | 7.06 | 3.94 | 3.58 | 3.94 | 4.72 | 5.40 |
| Draw Down(%) | NA | 2.20 | 4.49 | 15.97 | 15.97 | NA | NA | … | … | 2.20 | 4.38 | 3.74 | 7.33 | 14.52 | 2.94 | 7.39 | 2.00 | 3.09 | 1.85 | 4.24 | 4.80 |
| Yield(%) | 0.00 | 3.36 | 2.09 | 2.74 | 2.58 | 1.81 | 1.36 | … | … | 0.00 | 3.47 | 1.90 | 0.89 | 5.19 | 3.35 | 4.15 | 1.10 | 2.62 | 1.55 | 0.94 | 1.25 |
Data as of 06/11/2026, 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 |
|---|---|---|---|---|
| RILDX (AMERICAN FUNDS INFLATION LINKED BOND FUND CLASS R-4) |
-3.21%
Oct 2020 – Oct 2023 |
0.15%
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 |
|---|---|---|---|---|
| RILDX (AMERICAN FUNDS INFLATION LINKED BOND FUND CLASS R-4) |
8.40%
Nov 2018 – Nov 2021 |
5.34%
Dec 2015 – Dec 2020 |
2.71%
Dec 2015 – Dec 2025 |
0.00%
NA |
Annualized Rolling Returns Comparison Chart