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EVGR vs. ANBAX
Performance
Return for Risk
Drawdowns
Volatility
Dividends

Performance

EVGR vs. ANBAX - Performance Comparison

The chart below illustrates the hypothetical performance of a $10,000 investment in Evergreen Corp (EVGR) and American Funds Strategic Bond Fund (ANBAX). The values are adjusted to include any dividend payments, if applicable.

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Returns By Period


EVGR

1D
0.00%
1M
0.00%
YTD
6M
1Y
3Y*
5Y*
10Y*

ANBAX

1D
-0.11%
1M
-0.00%
YTD
-0.81%
6M
-0.70%
1Y
2.54%
3Y*
2.08%
5Y*
-1.01%
10Y*
*Multi-year figures are annualized to reflect compound growth (CAGR)

EVGR vs. ANBAX - Yearly Performance Comparison


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Return for Risk

EVGR vs. ANBAX — Risk / Return Rank

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

EVGR

ANBAX
ANBAX Risk / Return Rank: 66
Overall Rank
ANBAX Sharpe Ratio Rank: 66
Sharpe Ratio Rank
ANBAX Sortino Ratio Rank: 66
Sortino Ratio Rank
ANBAX Omega Ratio Rank: 66
Omega Ratio Rank
ANBAX Calmar Ratio Rank: 66
Calmar Ratio Rank
ANBAX Martin Ratio Rank: 66
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.

EVGR vs. ANBAX - Risk-Adjusted Trends Comparison

This table presents a comparison of risk-adjusted performance metrics for Evergreen Corp (EVGR) and American Funds Strategic Bond Fund (ANBAX). 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.


Risk / return metrics aren't available yet — we need at least 12 months of trading data to calculate them.

EVGR vs. ANBAX - Sharpe Ratio Comparison


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Sharpe Ratios by Period


EVGRANBAXDifference

Sharpe Ratio (1Y)

Calculated over the trailing 1-year period

0.54

Sharpe Ratio (5Y)

Calculated over the trailing 5-year period

-0.16

Sharpe Ratio (All Time)

Calculated using the full available price history

0.39

Drawdowns

EVGR vs. ANBAX - Drawdown Comparison

The maximum EVGR drawdown since its inception was 0.00%, smaller than the maximum ANBAX drawdown of -19.33%. Use the drawdown chart below to compare losses from any high point for EVGR and ANBAX.


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Drawdown Indicators


EVGRANBAXDifference

Max Drawdown

Largest peak-to-trough decline

0.00%

-19.33%

+19.33%

Max Drawdown (1Y)

Largest decline over 1 year

-3.96%

Max Drawdown (3Y)

Largest decline over 3 years

-7.21%

Max Drawdown (5Y)

Largest decline over 5 years

-19.33%

Current Drawdown

Current decline from peak

0.00%

-7.70%

+7.70%

Average Drawdown

Average peak-to-trough decline

0.00%

-5.69%

+5.69%

Ulcer Index

Depth and duration of drawdowns from previous peaks

1.32%

Volatility

EVGR vs. ANBAX - Volatility Comparison


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Volatility by Period


EVGRANBAXDifference

Volatility (1M)

Calculated over the trailing 1-month period

1.53%

Volatility (6M)

Calculated over the trailing 6-month period

3.04%

Volatility (1Y)

Calculated over the trailing 1-year period

0.00%

4.33%

-4.33%

Volatility (5Y)

Calculated over the trailing 5-year period, annualized

0.00%

6.31%

-6.31%

Volatility (10Y)

Calculated over the trailing 10-year period, annualized

0.00%

5.41%

-5.41%

Dividends

EVGR vs. ANBAX - Dividend Comparison

EVGR has not paid dividends to shareholders, while ANBAX's dividend yield for the trailing twelve months is around 3.00%.


PositionTTM202520242023202220212020201920182017
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%
EVGR
Evergreen Corp
0.00%0.00%0.00%0.00%0.00%0.00%0.00%0.00%0.00%0.00%
Portfolio Optimizer

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