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RBFFX vs. ABALX
Performance
Return for Risk
Dividends
Drawdowns
Volatility

Performance

RBFFX vs. ABALX - Performance Comparison

The chart below illustrates the hypothetical performance of a $10,000 investment in American Funds The Bond Fund of America (RBFFX) and American Funds American Balanced Fund Class A (ABALX). The values are adjusted to include any dividend payments, if applicable.

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RBFFX vs. ABALX - Yearly Performance Comparison


2026 (YTD)202520242023202220212020201920182017
RBFFX
American Funds The Bond Fund of America
-0.80%7.49%1.47%4.65%-13.03%-0.64%11.07%8.13%0.17%3.53%
ABALX
American Funds American Balanced Fund Class A
-1.12%18.45%14.63%13.65%-12.13%15.75%10.85%18.60%-3.35%14.69%

Returns By Period

In the year-to-date period, RBFFX achieves a -0.80% return, which is significantly higher than ABALX's -1.12% return. Over the past 10 years, RBFFX has underperformed ABALX with an annualized return of 2.01%, while ABALX has yielded a comparatively higher 9.17% annualized return.


RBFFX

1D
0.45%
1M
-2.51%
YTD
-0.80%
6M
0.29%
1Y
3.67%
3Y*
3.25%
5Y*
0.15%
10Y*
2.01%

ABALX

1D
1.79%
1M
-4.88%
YTD
-1.12%
6M
2.08%
1Y
16.95%
3Y*
14.07%
5Y*
8.20%
10Y*
9.17%
*Multi-year figures are annualized to reflect compound growth (CAGR)

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RBFFX vs. ABALX - Expense Ratio Comparison

RBFFX has a 0.29% expense ratio, which is lower than ABALX's 0.56% expense ratio.


Return for Risk

RBFFX vs. ABALX — Risk / Return Rank

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

RBFFX
RBFFX Risk / Return Rank: 4949
Overall Rank
RBFFX Sharpe Ratio Rank: 4949
Sharpe Ratio Rank
RBFFX Sortino Ratio Rank: 4747
Sortino Ratio Rank
RBFFX Omega Ratio Rank: 3434
Omega Ratio Rank
RBFFX Calmar Ratio Rank: 7070
Calmar Ratio Rank
RBFFX Martin Ratio Rank: 4747
Martin Ratio Rank

ABALX
ABALX Risk / Return Rank: 8585
Overall Rank
ABALX Sharpe Ratio Rank: 8282
Sharpe Ratio Rank
ABALX Sortino Ratio Rank: 8585
Sortino Ratio Rank
ABALX Omega Ratio Rank: 8080
Omega Ratio Rank
ABALX Calmar Ratio Rank: 8989
Calmar Ratio Rank
ABALX Martin Ratio Rank: 9090
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.

RBFFX vs. ABALX - Risk-Adjusted Trends Comparison

This table presents a comparison of risk-adjusted performance metrics for American Funds The Bond Fund of America (RBFFX) and American Funds American Balanced Fund Class A (ABALX). 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.


RBFFXABALXDifference

Sharpe ratio

Return per unit of total volatility

0.97

1.56

-0.59

Sortino ratio

Return per unit of downside risk

1.41

2.28

-0.88

Omega ratio

Gain probability vs. loss probability

1.17

1.32

-0.15

Calmar ratio

Return relative to maximum drawdown

1.64

2.43

-0.80

Martin ratio

Return relative to average drawdown

4.73

10.15

-5.41

RBFFX vs. ABALX - Sharpe Ratio Comparison

The current RBFFX Sharpe Ratio is 0.97, which is lower than the ABALX Sharpe Ratio of 1.56. The chart below compares the historical Sharpe Ratios of RBFFX and ABALX, 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


RBFFXABALXDifference

Sharpe Ratio (1Y)

Calculated over the trailing 1-year period

0.97

1.56

-0.59

Sharpe Ratio (5Y)

Calculated over the trailing 5-year period

0.03

0.79

-0.76

Sharpe Ratio (10Y)

Calculated over the trailing 10-year period

0.41

0.87

-0.45

Sharpe Ratio (All Time)

Calculated using the full available price history

0.81

0.79

+0.02

Correlation

The correlation between RBFFX and ABALX is -0.02. 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

RBFFX vs. ABALX - Dividend Comparison

RBFFX's dividend yield for the trailing twelve months is around 4.08%, less than ABALX's 8.39% yield.


TTM20252024202320222021202020192018201720162015
RBFFX
American Funds The Bond Fund of America
4.08%4.43%4.61%3.53%2.42%2.31%5.34%3.76%2.67%2.14%2.07%2.30%
ABALX
American Funds American Balanced Fund Class A
8.39%8.27%6.87%2.05%2.30%4.30%4.35%3.49%5.49%4.72%4.24%5.60%

Drawdowns

RBFFX vs. ABALX - Drawdown Comparison

The maximum RBFFX drawdown since its inception was -17.62%, smaller than the maximum ABALX drawdown of -40.20%. Use the drawdown chart below to compare losses from any high point for RBFFX and ABALX.


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Drawdown Indicators


RBFFXABALXDifference

Max Drawdown

Largest peak-to-trough decline

-17.62%

-40.20%

+22.58%

Max Drawdown (1Y)

Largest decline over 1 year

-2.94%

-7.33%

+4.39%

Max Drawdown (5Y)

Largest decline over 5 years

-17.62%

-18.76%

+1.14%

Max Drawdown (10Y)

Largest decline over 10 years

-17.62%

-22.34%

+4.72%

Current Drawdown

Current decline from peak

-2.51%

-5.37%

+2.86%

Average Drawdown

Average peak-to-trough decline

-2.82%

-3.86%

+1.04%

Ulcer Index

Depth and duration of drawdowns from previous peaks

1.02%

1.76%

-0.74%

Volatility

RBFFX vs. ABALX - Volatility Comparison

The current volatility for American Funds The Bond Fund of America (RBFFX) is 1.51%, while American Funds American Balanced Fund Class A (ABALX) has a volatility of 3.89%. This indicates that RBFFX experiences smaller price fluctuations and is considered to be less risky than ABALX based on this measure. The chart below showcases a comparison of their rolling one-month volatility.


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Volatility by Period


RBFFXABALXDifference

Volatility (1M)

Calculated over the trailing 1-month period

1.51%

3.89%

-2.38%

Volatility (6M)

Calculated over the trailing 6-month period

2.48%

6.96%

-4.48%

Volatility (1Y)

Calculated over the trailing 1-year period

4.40%

11.22%

-6.82%

Volatility (5Y)

Calculated over the trailing 5-year period, annualized

5.92%

10.45%

-4.53%

Volatility (10Y)

Calculated over the trailing 10-year period, annualized

4.87%

10.63%

-5.76%