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

Correlation

The correlation between BFCAX and NDARX is 0.04, 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.


-0.50.00.51.0
Correlation: 0.0

Performance

BFCAX vs. NDARX - Performance Comparison

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

10.00%20.00%30.00%40.00%50.00%60.00%70.00%NovemberDecember2025FebruaryMarchApril
11.95%
62.30%
BFCAX
NDARX

Key characteristics

Sharpe Ratio

BFCAX:

1.13

NDARX:

1.01

Sortino Ratio

BFCAX:

1.68

NDARX:

1.41

Omega Ratio

BFCAX:

1.20

NDARX:

1.21

Calmar Ratio

BFCAX:

0.39

NDARX:

1.10

Martin Ratio

BFCAX:

2.99

NDARX:

5.40

Ulcer Index

BFCAX:

2.23%

NDARX:

1.88%

Daily Std Dev

BFCAX:

5.89%

NDARX:

10.09%

Max Drawdown

BFCAX:

-24.55%

NDARX:

-23.62%

Current Drawdown

BFCAX:

-10.99%

NDARX:

-3.06%

Returns By Period

In the year-to-date period, BFCAX achieves a 1.72% return, which is significantly higher than NDARX's 1.26% return.


BFCAX

YTD

1.72%

1M

0.05%

6M

1.04%

1Y

7.02%

5Y*

-1.02%

10Y*

N/A

NDARX

YTD

1.26%

1M

-0.43%

6M

0.45%

1Y

9.97%

5Y*

7.65%

10Y*

N/A

*Annualized

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BFCAX vs. NDARX - Expense Ratio Comparison

BFCAX has a 0.70% expense ratio, which is higher than NDARX's 0.34% expense ratio.


Expense ratio chart for BFCAX: current value is 0.70%, compared with the broader market range of 0.00% to 2.12%.0.50%1.00%1.50%2.00%
BFCAX: 0.70%
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

BFCAX vs. NDARX — Risk-Adjusted Performance Rank

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

BFCAX
The Risk-Adjusted Performance Rank of BFCAX is 7373
Overall Rank
The Sharpe Ratio Rank of BFCAX is 8080
Sharpe Ratio Rank
The Sortino Ratio Rank of BFCAX is 8080
Sortino Ratio Rank
The Omega Ratio Rank of BFCAX is 7777
Omega Ratio Rank
The Calmar Ratio Rank of BFCAX is 5555
Calmar Ratio Rank
The Martin Ratio Rank of BFCAX is 7272
Martin Ratio Rank

NDARX
The Risk-Adjusted Performance Rank of NDARX is 8181
Overall Rank
The Sharpe Ratio Rank of NDARX is 7777
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.

BFCAX vs. NDARX - Risk-Adjusted Performance Comparison

This table presents a comparison of risk-adjusted performance metrics for American Funds Corporate Bond Fund (BFCAX) 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 BFCAX, currently valued at 1.13, compared to the broader market-1.000.001.002.003.00
BFCAX: 1.13
NDARX: 1.01
The chart of Sortino ratio for BFCAX, currently valued at 1.68, compared to the broader market-2.000.002.004.006.008.00
BFCAX: 1.68
NDARX: 1.41
The chart of Omega ratio for BFCAX, currently valued at 1.20, compared to the broader market0.501.001.502.002.503.00
BFCAX: 1.20
NDARX: 1.21
The chart of Calmar ratio for BFCAX, currently valued at 0.39, compared to the broader market0.002.004.006.008.0010.00
BFCAX: 0.39
NDARX: 1.10
The chart of Martin ratio for BFCAX, currently valued at 2.99, compared to the broader market0.0010.0020.0030.0040.0050.00
BFCAX: 2.99
NDARX: 5.40

The current BFCAX Sharpe Ratio is 1.13, which is comparable to the NDARX Sharpe Ratio of 1.01. The chart below compares the historical Sharpe Ratios of BFCAX 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
1.13
1.01
BFCAX
NDARX

Dividends

BFCAX vs. NDARX - Dividend Comparison

BFCAX's dividend yield for the trailing twelve months is around 4.12%, more than NDARX's 3.08% yield.


TTM2024202320222021202020192018201720162015
BFCAX
American Funds Corporate Bond Fund
4.12%4.05%3.36%2.60%1.49%4.42%3.63%2.64%2.30%1.35%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

BFCAX vs. NDARX - Drawdown Comparison

The maximum BFCAX drawdown since its inception was -24.55%, roughly equal to the maximum NDARX drawdown of -23.62%. Use the drawdown chart below to compare losses from any high point for BFCAX and NDARX. For additional features, visit the drawdowns tool.


-14.00%-12.00%-10.00%-8.00%-6.00%-4.00%-2.00%0.00%NovemberDecember2025FebruaryMarchApril
-10.99%
-3.06%
BFCAX
NDARX

Volatility

BFCAX vs. NDARX - Volatility Comparison

The current volatility for American Funds Corporate Bond Fund (BFCAX) is 2.41%, while American Funds Retirement Income Portfolio - Enhanced (NDARX) has a volatility of 6.99%. This indicates that BFCAX 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
2.41%
6.99%
BFCAX
NDARX