ANBAX vs. RERGX
Compare and contrast key facts about American Funds Strategic Bond Fund (ANBAX) and American Funds EuroPacific Growth Fund Class R-6 (RERGX).
ANBAX is managed by American Funds. It was launched on Mar 18, 2016. RERGX is managed by American Funds.
Performance
ANBAX vs. RERGX - Performance Comparison
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ANBAX vs. RERGX - Yearly Performance Comparison
| 2026 (YTD) | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | |
|---|---|---|---|---|---|---|---|---|---|---|
ANBAX American Funds Strategic Bond Fund | -0.81% | 7.18% | -0.61% | 1.52% | -12.74% | -1.13% | 18.10% | 7.83% | 0.28% | 2.97% |
RERGX American Funds EuroPacific Growth Fund Class R-6 | -2.84% | 29.34% | 3.00% | 16.11% | -22.77% | 2.84% | 25.27% | 27.40% | -17.33% | 30.58% |
Returns By Period
In the year-to-date period, ANBAX achieves a -0.81% return, which is significantly higher than RERGX's -2.84% return.
ANBAX
- 1D
- 0.22%
- 1M
- -2.07%
- YTD
- -0.81%
- 6M
- -0.28%
- 1Y
- 2.20%
- 3Y*
- 1.23%
- 5Y*
- -0.80%
- 10Y*
- —
RERGX
- 1D
- 2.76%
- 1M
- -8.17%
- YTD
- -2.84%
- 6M
- 0.96%
- 1Y
- 21.57%
- 3Y*
- 11.01%
- 5Y*
- 3.33%
- 10Y*
- 7.97%
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ANBAX vs. RERGX - Expense Ratio Comparison
ANBAX has a 0.71% expense ratio, which is higher than RERGX's 0.46% expense ratio.
Return for Risk
ANBAX vs. RERGX — Risk / Return Rank
ANBAX
RERGX
ANBAX vs. RERGX - Risk-Adjusted Trends Comparison
This table presents a comparison of risk-adjusted performance metrics for American Funds Strategic Bond Fund (ANBAX) and American Funds EuroPacific Growth Fund Class R-6 (RERGX). 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.
| ANBAX | RERGX | Difference | |
|---|---|---|---|
Sharpe ratioReturn per unit of total volatility | 0.55 | 1.38 | -0.83 |
Sortino ratioReturn per unit of downside risk | 0.78 | 1.87 | -1.09 |
Omega ratioGain probability vs. loss probability | 1.11 | 1.27 | -0.16 |
Calmar ratioReturn relative to maximum drawdown | 0.94 | 1.68 | -0.74 |
Martin ratioReturn relative to average drawdown | 3.30 | 6.37 | -3.08 |
Data is calculated on a 1-year rolling basis and updated daily. The trend shows the change in the indicator over the past month. | |||
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Sharpe Ratios by Period
| ANBAX | RERGX | Difference | |
|---|---|---|---|
Sharpe Ratio (1Y)Calculated over the trailing 1-year period | 0.55 | 1.38 | -0.83 |
Sharpe Ratio (5Y)Calculated over the trailing 5-year period | -0.13 | 0.20 | -0.33 |
Sharpe Ratio (10Y)Calculated over the trailing 10-year period | — | 0.48 | — |
Sharpe Ratio (All Time)Calculated using the full available price history | 0.40 | 0.38 | +0.02 |
Correlation
The correlation between ANBAX and RERGX is 0.01, which is considered to be low. This implies their price changes are not closely related. A low correlation is generally favorable for portfolio diversification, as it helps to reduce overall risk by spreading it across multiple assets with different performance patterns.
Dividends
ANBAX vs. RERGX - Dividend Comparison
ANBAX's dividend yield for the trailing twelve months is around 3.00%, less than RERGX's 14.36% yield.
| TTM | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
ANBAX American Funds Strategic Bond Fund | 3.00% | 2.78% | 3.07% | 2.91% | 5.31% | 1.74% | 3.87% | 3.09% | 3.51% | 1.76% | 0.00% | 0.00% |
RERGX American Funds EuroPacific Growth Fund Class R-6 | 14.36% | 13.95% | 4.96% | 3.95% | 2.02% | 10.19% | 0.41% | 3.14% | 3.17% | 4.99% | 1.64% | 3.43% |
Drawdowns
ANBAX vs. RERGX - Drawdown Comparison
The maximum ANBAX drawdown since its inception was -19.33%, smaller than the maximum RERGX drawdown of -37.30%. Use the drawdown chart below to compare losses from any high point for ANBAX and RERGX.
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Drawdown Indicators
| ANBAX | RERGX | Difference | |
|---|---|---|---|
Max DrawdownLargest peak-to-trough decline | -19.33% | -37.30% | +17.97% |
Max Drawdown (1Y)Largest decline over 1 year | -3.54% | -12.52% | +8.98% |
Max Drawdown (5Y)Largest decline over 5 years | -19.33% | -37.30% | +17.97% |
Max Drawdown (10Y)Largest decline over 10 years | — | -37.30% | — |
Current DrawdownCurrent decline from peak | -7.70% | -10.11% | +2.41% |
Average DrawdownAverage peak-to-trough decline | -5.65% | -9.28% | +3.63% |
Ulcer IndexDepth and duration of drawdowns from previous peaks | 1.01% | 3.30% | -2.29% |
Volatility
ANBAX vs. RERGX - Volatility Comparison
The current volatility for American Funds Strategic Bond Fund (ANBAX) is 1.93%, while American Funds EuroPacific Growth Fund Class R-6 (RERGX) has a volatility of 7.27%. This indicates that ANBAX experiences smaller price fluctuations and is considered to be less risky than RERGX based on this measure. The chart below showcases a comparison of their rolling one-month volatility.
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Volatility by Period
| ANBAX | RERGX | Difference | |
|---|---|---|---|
Volatility (1M)Calculated over the trailing 1-month period | 1.93% | 7.27% | -5.34% |
Volatility (6M)Calculated over the trailing 6-month period | 2.65% | 11.54% | -8.89% |
Volatility (1Y)Calculated over the trailing 1-year period | 4.68% | 16.40% | -11.72% |
Volatility (5Y)Calculated over the trailing 5-year period, annualized | 6.28% | 16.48% | -10.20% |
Volatility (10Y)Calculated over the trailing 10-year period, annualized | 5.43% | 16.80% | -11.37% |