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ANBAX vs. NDARX
Performance
Risk-Adjusted Performance
Dividends
Drawdowns
Volatility

Correlation

The correlation between ANBAX and NDARX is -0.11. This indicates that the assets' prices tend to move in opposite directions. Negative correlation can be particularly beneficial for diversification and risk management, as one asset may offset the losses of the other during market fluctuations.


-0.50.00.51.0
Correlation: -0.1

Performance

ANBAX vs. NDARX - Performance Comparison

The chart below illustrates the hypothetical performance of a $10,000 investment in American Funds Strategic Bond Fund (ANBAX) and American Funds Retirement Income Portfolio - Enhanced (NDARX). The values are adjusted to include any dividend payments, if applicable.

0.00%20.00%40.00%60.00%80.00%NovemberDecember2025FebruaryMarchApril
14.01%
70.37%
ANBAX
NDARX

Key characteristics

Sharpe Ratio

ANBAX:

1.45

NDARX:

1.01

Sortino Ratio

ANBAX:

2.22

NDARX:

1.41

Omega Ratio

ANBAX:

1.27

NDARX:

1.21

Calmar Ratio

ANBAX:

0.45

NDARX:

1.10

Martin Ratio

ANBAX:

3.20

NDARX:

5.40

Ulcer Index

ANBAX:

2.50%

NDARX:

1.88%

Daily Std Dev

ANBAX:

5.54%

NDARX:

10.09%

Max Drawdown

ANBAX:

-20.46%

NDARX:

-23.62%

Current Drawdown

ANBAX:

-10.48%

NDARX:

-3.06%

Returns By Period

In the year-to-date period, ANBAX achieves a 4.58% return, which is significantly higher than NDARX's 1.26% return.


ANBAX

YTD

4.58%

1M

1.64%

6M

2.65%

1Y

8.64%

5Y*

-1.00%

10Y*

N/A

NDARX

YTD

1.26%

1M

-1.34%

6M

0.45%

1Y

10.49%

5Y*

7.89%

10Y*

N/A

*Annualized

Compare stocks, funds, or ETFs

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


ANBAX vs. NDARX - Expense Ratio Comparison

ANBAX has a 0.71% expense ratio, which is higher than NDARX's 0.34% expense ratio.


Expense ratio chart for ANBAX: current value is 0.71%, compared with the broader market range of 0.00% to 2.12%.0.50%1.00%1.50%2.00%
ANBAX: 0.71%
Expense ratio chart for NDARX: current value is 0.34%, compared with the broader market range of 0.00% to 2.12%.0.50%1.00%1.50%2.00%
NDARX: 0.34%

Risk-Adjusted Performance

ANBAX vs. NDARX — Risk-Adjusted Performance Rank

Compare risk-adjusted metric ranks to identify better-performing investments over the past 12 months.

ANBAX
The Risk-Adjusted Performance Rank of ANBAX is 7979
Overall Rank
The Sharpe Ratio Rank of ANBAX is 8686
Sharpe Ratio Rank
The Sortino Ratio Rank of ANBAX is 8888
Sortino Ratio Rank
The Omega Ratio Rank of ANBAX is 8686
Omega Ratio Rank
The Calmar Ratio Rank of ANBAX is 6060
Calmar Ratio Rank
The Martin Ratio Rank of ANBAX is 7373
Martin Ratio Rank

NDARX
The Risk-Adjusted Performance Rank of NDARX is 8181
Overall Rank
The Sharpe Ratio Rank of NDARX is 7676
Sharpe Ratio Rank
The Sortino Ratio Rank of NDARX is 7676
Sortino Ratio Rank
The Omega Ratio Rank of NDARX is 7979
Omega Ratio Rank
The Calmar Ratio Rank of NDARX is 8787
Calmar Ratio Rank
The Martin Ratio Rank of NDARX is 8686
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.

ANBAX vs. NDARX - Risk-Adjusted Performance Comparison

This table presents a comparison of risk-adjusted performance metrics for American Funds Strategic Bond Fund (ANBAX) and American Funds Retirement Income Portfolio - Enhanced (NDARX). Risk-adjusted metrics are performance indicators that assess an investment's returns in relation to its risk, enabling a more accurate comparison of different investment options.


The chart of Sharpe ratio for ANBAX, currently valued at 1.45, compared to the broader market-1.000.001.002.003.00
ANBAX: 1.45
NDARX: 1.01
The chart of Sortino ratio for ANBAX, currently valued at 2.22, compared to the broader market-2.000.002.004.006.008.00
ANBAX: 2.22
NDARX: 1.41
The chart of Omega ratio for ANBAX, currently valued at 1.27, compared to the broader market0.501.001.502.002.503.00
ANBAX: 1.27
NDARX: 1.21
The chart of Calmar ratio for ANBAX, currently valued at 0.45, compared to the broader market0.002.004.006.008.0010.00
ANBAX: 0.45
NDARX: 1.10
The chart of Martin ratio for ANBAX, currently valued at 3.20, compared to the broader market0.0010.0020.0030.0040.0050.00
ANBAX: 3.20
NDARX: 5.40

The current ANBAX Sharpe Ratio is 1.45, which is higher than the NDARX Sharpe Ratio of 1.01. The chart below compares the historical Sharpe Ratios of ANBAX and NDARX, offering insights into how both investments have performed under varying market conditions. These values are calculated using daily returns over the previous 12 months.


Rolling 12-month Sharpe Ratio0.001.002.003.004.00NovemberDecember2025FebruaryMarchApril
1.45
1.01
ANBAX
NDARX

Dividends

ANBAX vs. NDARX - Dividend Comparison

ANBAX's dividend yield for the trailing twelve months is around 3.07%, which matches NDARX's 3.08% yield.


TTM2024202320222021202020192018201720162015
ANBAX
American Funds Strategic Bond Fund
3.07%3.07%2.91%5.31%1.74%1.88%0.97%3.51%1.13%0.50%0.00%
NDARX
American Funds Retirement Income Portfolio - Enhanced
3.08%3.03%3.03%2.93%2.25%2.59%2.61%2.88%2.39%2.50%0.71%

Drawdowns

ANBAX vs. NDARX - Drawdown Comparison

The maximum ANBAX drawdown since its inception was -20.46%, smaller than the maximum NDARX drawdown of -23.62%. Use the drawdown chart below to compare losses from any high point for ANBAX and NDARX. For additional features, visit the drawdowns tool.


-15.00%-10.00%-5.00%0.00%NovemberDecember2025FebruaryMarchApril
-10.48%
-3.06%
ANBAX
NDARX

Volatility

ANBAX vs. NDARX - Volatility Comparison

The current volatility for American Funds Strategic Bond Fund (ANBAX) is 2.24%, while American Funds Retirement Income Portfolio - Enhanced (NDARX) has a volatility of 6.99%. This indicates that ANBAX experiences smaller price fluctuations and is considered to be less risky than NDARX based on this measure. The chart below showcases a comparison of their rolling one-month volatility.


1.00%2.00%3.00%4.00%5.00%6.00%7.00%NovemberDecember2025FebruaryMarchApril
2.24%
6.99%
ANBAX
NDARX