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ASBAX vs. RGAGX
Performance
Return for Risk
Dividends
Drawdowns
Volatility

Performance

ASBAX vs. RGAGX - Performance Comparison

The chart below illustrates the hypothetical performance of a $10,000 investment in American Funds Short-Term Bond Fund of America (ASBAX) and American Funds The Growth Fund of America Class R-6 (RGAGX). The values are adjusted to include any dividend payments, if applicable.

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ASBAX vs. RGAGX - Yearly Performance Comparison


2026 (YTD)202520242023202220212020201920182017
ASBAX
American Funds Short-Term Bond Fund of America
-0.26%5.05%4.31%3.60%-4.16%-0.88%3.53%2.81%1.10%0.91%
RGAGX
American Funds The Growth Fund of America Class R-6
-11.15%20.08%28.41%37.66%-30.53%19.67%38.30%29.22%-2.88%26.53%

Returns By Period

In the year-to-date period, ASBAX achieves a -0.26% return, which is significantly higher than RGAGX's -11.15% return. Over the past 10 years, ASBAX has underperformed RGAGX with an annualized return of 1.57%, while RGAGX has yielded a comparatively higher 14.34% annualized return.


ASBAX

1D
0.10%
1M
-0.93%
YTD
-0.26%
6M
0.79%
1Y
3.11%
3Y*
3.72%
5Y*
1.51%
10Y*
1.57%

RGAGX

1D
-0.47%
1M
-9.63%
YTD
-11.15%
6M
-9.74%
1Y
13.94%
3Y*
19.23%
5Y*
8.87%
10Y*
14.34%
*Multi-year figures are annualized to reflect compound growth (CAGR)

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ASBAX vs. RGAGX - Expense Ratio Comparison

ASBAX has a 0.66% expense ratio, which is higher than RGAGX's 0.30% expense ratio.


Return for Risk

ASBAX vs. RGAGX — Risk / Return Rank

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

ASBAX
ASBAX Risk / Return Rank: 9292
Overall Rank
ASBAX Sharpe Ratio Rank: 8989
Sharpe Ratio Rank
ASBAX Sortino Ratio Rank: 9595
Sortino Ratio Rank
ASBAX Omega Ratio Rank: 9292
Omega Ratio Rank
ASBAX Calmar Ratio Rank: 9393
Calmar Ratio Rank
ASBAX Martin Ratio Rank: 9393
Martin Ratio Rank

RGAGX
RGAGX Risk / Return Rank: 3030
Overall Rank
RGAGX Sharpe Ratio Rank: 2929
Sharpe Ratio Rank
RGAGX Sortino Ratio Rank: 3333
Sortino Ratio Rank
RGAGX Omega Ratio Rank: 3232
Omega Ratio Rank
RGAGX Calmar Ratio Rank: 2828
Calmar Ratio Rank
RGAGX Martin Ratio Rank: 2828
Martin Ratio Rank
The rank (0–100) shows how this investment's returns compare to the risk taken. Higher = better. Based on the past 12 months of data, combining Sharpe, Sortino, and other metrics used by quantitative funds and institutional investors.

ASBAX vs. RGAGX - Risk-Adjusted Trends Comparison

This table presents a comparison of risk-adjusted performance metrics for American Funds Short-Term Bond Fund of America (ASBAX) and American Funds The Growth Fund of America Class R-6 (RGAGX). 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.


ASBAXRGAGXDifference

Sharpe ratio

Return per unit of total volatility

1.81

0.66

+1.15

Sortino ratio

Return per unit of downside risk

3.19

1.09

+2.09

Omega ratio

Gain probability vs. loss probability

1.44

1.16

+0.28

Calmar ratio

Return relative to maximum drawdown

2.95

0.79

+2.16

Martin ratio

Return relative to average drawdown

11.57

3.04

+8.53

ASBAX vs. RGAGX - Sharpe Ratio Comparison

The current ASBAX Sharpe Ratio is 1.81, which is higher than the RGAGX Sharpe Ratio of 0.66. The chart below compares the historical Sharpe Ratios of ASBAX and RGAGX, offering insights into how both investments have performed under varying market conditions. These values are calculated using daily returns over the previous 12 months.


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Sharpe Ratios by Period


ASBAXRGAGXDifference

Sharpe Ratio (1Y)

Calculated over the trailing 1-year period

1.81

0.66

+1.15

Sharpe Ratio (5Y)

Calculated over the trailing 5-year period

0.69

0.44

+0.25

Sharpe Ratio (10Y)

Calculated over the trailing 10-year period

0.87

0.73

+0.14

Sharpe Ratio (All Time)

Calculated using the full available price history

0.96

0.79

+0.17

Correlation

The correlation between ASBAX and RGAGX is -0.08. 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.


Dividends

ASBAX vs. RGAGX - Dividend Comparison

ASBAX's dividend yield for the trailing twelve months is around 3.50%, less than RGAGX's 12.37% yield.


TTM20252024202320222021202020192018201720162015
ASBAX
American Funds Short-Term Bond Fund of America
3.50%3.87%3.99%2.88%1.02%0.42%2.08%1.66%1.70%1.21%0.83%1.21%
RGAGX
American Funds The Growth Fund of America Class R-6
12.37%10.99%9.29%7.70%4.44%8.49%4.57%7.93%12.36%7.34%6.95%9.22%

Drawdowns

ASBAX vs. RGAGX - Drawdown Comparison

The maximum ASBAX drawdown since its inception was -6.29%, smaller than the maximum RGAGX drawdown of -36.19%. Use the drawdown chart below to compare losses from any high point for ASBAX and RGAGX.


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Drawdown Indicators


ASBAXRGAGXDifference

Max Drawdown

Largest peak-to-trough decline

-6.29%

-36.19%

+29.90%

Max Drawdown (1Y)

Largest decline over 1 year

-1.24%

-13.71%

+12.47%

Max Drawdown (5Y)

Largest decline over 5 years

-6.23%

-36.19%

+29.96%

Max Drawdown (10Y)

Largest decline over 10 years

-6.29%

-36.19%

+29.90%

Current Drawdown

Current decline from peak

-0.93%

-13.71%

+12.78%

Average Drawdown

Average peak-to-trough decline

-0.68%

-5.53%

+4.85%

Ulcer Index

Depth and duration of drawdowns from previous peaks

0.32%

3.55%

-3.23%

Volatility

ASBAX vs. RGAGX - Volatility Comparison

The current volatility for American Funds Short-Term Bond Fund of America (ASBAX) is 0.60%, while American Funds The Growth Fund of America Class R-6 (RGAGX) has a volatility of 5.45%. This indicates that ASBAX experiences smaller price fluctuations and is considered to be less risky than RGAGX based on this measure. The chart below showcases a comparison of their rolling one-month volatility.


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Volatility by Period


ASBAXRGAGXDifference

Volatility (1M)

Calculated over the trailing 1-month period

0.60%

5.45%

-4.85%

Volatility (6M)

Calculated over the trailing 6-month period

1.22%

11.60%

-10.38%

Volatility (1Y)

Calculated over the trailing 1-year period

1.93%

20.75%

-18.82%

Volatility (5Y)

Calculated over the trailing 5-year period, annualized

2.20%

20.17%

-17.97%

Volatility (10Y)

Calculated over the trailing 10-year period, annualized

1.81%

19.61%

-17.80%