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American Funds Strategic Bond Fund (ANBAX)
Performance
Risk-Adjusted Performance
Dividends
Drawdowns
Volatility

Fund Info

ISIN

US02631E1029

CUSIP

02631E102

Inception Date

Mar 18, 2016

Min. Investment

$250

Asset Class

Bond

Expense Ratio

ANBAX has an expense ratio of 0.71%, placing it in the medium range.


Share Price Chart


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Compare to other instruments

Search for stocks, ETFs, and funds for a quick comparison or use the comparison tool for more options.


Performance

Performance Chart


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S&P 500

Returns By Period

American Funds Strategic Bond Fund (ANBAX) returned 3.57% year-to-date (YTD) and 5.67% over the past 12 months.


ANBAX

YTD

3.57%

1M

-0.22%

6M

2.77%

1Y

5.67%

3Y*

-0.23%

5Y*

-1.29%

10Y*

N/A

^GSPC (Benchmark)

YTD

1.39%

1M

12.89%

6M

1.19%

1Y

12.45%

3Y*

15.19%

5Y*

14.95%

10Y*

10.86%

*Annualized

Monthly Returns

The table below presents the monthly returns of ANBAX, with color gradation from worst to best to easily spot seasonal factors. Returns are adjusted for dividends.


JanFebMarAprMayJunJulAugSepOctNovDecTotal
20250.89%2.21%0.54%1.41%-1.50%3.57%
20240.00%-2.37%0.22%-2.33%1.70%1.00%2.56%1.63%1.55%-2.75%0.11%-1.75%-0.61%
20232.65%-2.38%3.18%0.10%-2.06%-1.90%0.11%-0.76%-2.68%-1.80%4.36%3.03%1.52%
2022-1.06%-0.45%-1.93%-3.76%-0.10%-2.06%3.14%-2.66%-6.32%-1.26%3.50%-0.20%-12.74%
2021-0.77%-1.64%-1.53%0.98%0.27%0.88%1.23%0.17%0.30%-1.56%0.79%-0.19%-1.12%
20201.95%3.05%2.51%3.26%1.58%1.38%1.97%-0.67%0.17%-0.34%1.53%-1.52%15.79%
20191.73%0.00%1.45%0.79%1.67%1.01%-0.10%0.38%-0.10%0.38%-0.29%-1.44%5.59%
2018-1.28%-0.10%0.00%-0.60%0.91%-0.30%0.10%0.80%-0.90%-0.10%0.71%1.07%0.28%
20170.90%0.79%-0.29%0.69%0.59%-0.19%0.68%0.39%-0.19%0.19%-0.48%-0.83%2.23%
20160.89%-0.20%1.52%0.39%-0.19%0.29%0.10%-2.03%-0.84%-0.11%

Risk-Adjusted Performance

Risk-Adjusted Performance Rank

The current rank of ANBAX is 69, indicating average performance compared to other mutual funds on our website. Here’s a breakdown of how it compares using common performance measures.


The Risk-Adjusted Performance Rank of ANBAX is 6969
Overall Rank
The Sharpe Ratio Rank of ANBAX is 8181
Sharpe Ratio Rank
The Sortino Ratio Rank of ANBAX is 8282
Sortino Ratio Rank
The Omega Ratio Rank of ANBAX is 7878
Omega Ratio Rank
The Calmar Ratio Rank of ANBAX is 4545
Calmar Ratio Rank
The Martin Ratio Rank of ANBAX is 6060
Martin Ratio Rank
The risk-adjusted ranks indicate the investment's position relative to the market. A rank closer to 100 signifies top-performing investments, while a rank closer to 0 might suggest underperformance, based on the selected ratio. The values are calculated based on the past 12 months of returns.

Risk-Adjusted Performance Indicators

The charts below present risk-adjusted performance metrics for American Funds Strategic Bond Fund (ANBAX) and compare them to a chosen benchmark (^GSPC). These indicators evaluate an investment's returns against its associated risks.


The Sharpe ratio helps investors understand how much return they're getting for the level of risk taken. A higher Sharpe ratio indicates better risk-adjusted performance, meaning more reward for each unit of risk.

American Funds Strategic Bond Fund Sharpe ratios as of May 20, 2025 (values are recalculated daily):

  • 1-Year: 0.99
  • 5-Year: -0.21
  • All Time: 0.25

These values reflect how efficiently the investment has delivered returns relative to its volatility over different time periods. All figures are annualized and based on daily total returns (including price changes and dividends).

The chart below shows the rolling Sharpe ratio of American Funds Strategic Bond Fund compared to the selected benchmark. This view highlights how the investment's risk-adjusted performance has changed over time. For deeper analysis or to customize the calculation, use the Sharpe ratio tool.


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Dividends

Dividend History

American Funds Strategic Bond Fund provided a 3.10% dividend yield over the last twelve months, with an annual payout of $0.29 per share.


1.00%2.00%3.00%4.00%5.00%$0.00$0.10$0.20$0.30$0.40$0.50201620172018201920202021202220232024
Dividends
Dividend Yield
PeriodTTM202420232022202120202019201820172016
Dividend$0.29$0.28$0.27$0.50$0.20$0.22$0.10$0.35$0.12$0.05

Dividend yield

3.10%3.07%2.91%5.31%1.74%1.88%0.97%3.51%1.13%0.50%

Monthly Dividends

The table displays the monthly dividend distributions for American Funds Strategic Bond Fund. The dividends shown in the table have been adjusted to account for any splits that may have occurred.


JanFebMarAprMayJunJulAugSepOctNovDecTotal
2025$0.00$0.00$0.08$0.00$0.00$0.08
2024$0.00$0.00$0.07$0.00$0.00$0.07$0.00$0.00$0.07$0.00$0.00$0.07$0.28
2023$0.00$0.00$0.06$0.00$0.00$0.06$0.00$0.00$0.08$0.00$0.00$0.08$0.27
2022$0.00$0.00$0.07$0.00$0.00$0.07$0.00$0.00$0.06$0.00$0.00$0.32$0.50
2021$0.00$0.00$0.04$0.00$0.00$0.05$0.00$0.00$0.06$0.00$0.00$0.06$0.20
2020$0.00$0.00$0.03$0.00$0.00$0.05$0.00$0.00$0.04$0.00$0.00$0.10$0.22
2019$0.00$0.00$0.02$0.00$0.00$0.05$0.00$0.00$0.01$0.00$0.00$0.03$0.10
2018$0.00$0.00$0.02$0.00$0.00$0.04$0.00$0.00$0.05$0.00$0.00$0.24$0.35
2017$0.00$0.00$0.02$0.00$0.00$0.02$0.00$0.00$0.02$0.00$0.00$0.06$0.12
2016$0.02$0.00$0.00$0.02$0.00$0.00$0.02$0.05

Drawdowns

Drawdowns Chart

The Drawdowns chart displays portfolio losses from any high point along the way. Drawdowns are calculated considering price movements and all distributions paid, if any.


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Worst Drawdowns

The table below displays the maximum drawdowns of the American Funds Strategic Bond Fund. A maximum drawdown is a measure of risk, indicating the largest reduction in portfolio value due to a series of losing trades.

The maximum drawdown for the American Funds Strategic Bond Fund was 20.46%, occurring on Oct 19, 2023. The portfolio has not yet recovered.

The current American Funds Strategic Bond Fund drawdown is 11.34%.


Depth

Start

To Bottom

Bottom

To Recover

End

Total

-20.46%Dec 17, 2020714Oct 19, 2023
-5.3%Mar 6, 202010Mar 19, 202011Apr 3, 202021
-4.48%Oct 26, 201637Dec 16, 2016157Aug 3, 2017194
-4.31%Sep 6, 2017175May 16, 2018178Jan 31, 2019353
-2.66%Oct 4, 201956Dec 23, 201941Feb 24, 202097

Volatility

Volatility Chart

The chart below shows the rolling one-month volatility.


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