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RBFFX vs. ABALX
Performance
Return for Risk
Drawdowns
Volatility
Dividends

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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Returns By Period

In the year-to-date period, RBFFX achieves a 0.13% return, which is significantly lower than ABALX's 9.77% return. Over the past 10 years, RBFFX has underperformed ABALX with an annualized return of 1.99%, while ABALX has yielded a comparatively higher 10.11% annualized return.


RBFFX

1D
0.18%
1M
0.91%
YTD
0.13%
6M
0.59%
1Y
4.60%
3Y*
4.01%
5Y*
-0.00%
10Y*
1.99%

ABALX

1D
0.84%
1M
1.76%
YTD
9.77%
6M
10.06%
1Y
23.85%
3Y*
16.77%
5Y*
9.87%
10Y*
10.11%
*Multi-year figures are annualized to reflect compound growth (CAGR)

RBFFX vs. ABALX - Yearly Performance Comparison


2026 (YTD)202520242023202220212020201920182017
RBFFX
American Funds The Bond Fund of America
0.13%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
9.77%18.45%14.63%13.65%-12.13%15.75%10.85%18.60%-3.35%14.69%

Correlation

The correlation between RBFFX and ABALX is 0.39, which is low. Their price movements are largely independent, making them effective diversification partners.


Correlation
Correlation (1Y)
Calculated over the trailing 1-year period

0.39

Correlation (3Y)
Calculated over the trailing 3-year period

0.35

Correlation (5Y)
Calculated over the trailing 5-year period

0.31

Correlation (10Y)
Calculated over the trailing 10-year period

0.14

Correlation (All Time)
Calculated using the full available price history since Jan 2, 2003

-0.01

The correlation between RBFFX and ABALX shifts across timeframes, from -0.01 (all time) to 0.39 (1 year), reflecting how their relationship changes across market environments.

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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: 2020
Overall Rank
RBFFX Sharpe Ratio Rank: 2121
Sharpe Ratio Rank
RBFFX Sortino Ratio Rank: 2222
Sortino Ratio Rank
RBFFX Omega Ratio Rank: 1919
Omega Ratio Rank
RBFFX Calmar Ratio Rank: 2020
Calmar Ratio Rank
RBFFX Martin Ratio Rank: 1717
Martin Ratio Rank

ABALX
ABALX Risk / Return Rank: 8383
Overall Rank
ABALX Sharpe Ratio Rank: 8686
Sharpe Ratio Rank
ABALX Sortino Ratio Rank: 8383
Sortino Ratio Rank
ABALX Omega Ratio Rank: 8181
Omega Ratio Rank
ABALX Calmar Ratio Rank: 7979
Calmar Ratio Rank
ABALX Martin Ratio Rank: 8686
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.

Values are calculated on a 1-year rolling basis and updated daily. Risk-adjusted metrics are more stable over longer periods — use the period switch above to explore them.


RBFFXABALXDifference
Sharpe ratioReturn per unit of total volatility

-1.38

Sortino ratioReturn per unit of downside risk

-1.77

Omega ratioGain probability vs. loss probability

1.21

1.49

-0.28

Calmar ratioReturn relative to maximum drawdown

1.53

3.38

-1.86

Martin ratioReturn relative to average drawdown

4.29

14.98

-10.68

RBFFX vs. ABALX - Sharpe Ratio Comparison

The current RBFFX Sharpe Ratio is 1.21, which is lower than the ABALX Sharpe Ratio of 2.59. The chart below compares the historical Sharpe Ratios of RBFFX and ABALX, calculated using daily returns over the previous 12 months. A higher Sharpe Ratio indicates better risk-adjusted performance relative to the risk-free rate.


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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

-3.09%

-7.03%

+3.94%

Max Drawdown (3Y)

Largest decline over 3 years

-6.11%

-10.68%

+4.57%

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

-1.59%

-0.19%

-1.40%

Average Drawdown

Average peak-to-trough decline

-2.81%

-3.85%

+1.04%

Ulcer Index

Depth and duration of drawdowns from previous peaks

1.09%

1.58%

-0.49%

Volatility

RBFFX vs. ABALX - Volatility Comparison

The current volatility for American Funds The Bond Fund of America (RBFFX) is 1.23%, while American Funds American Balanced Fund Class A (ABALX) has a volatility of 3.45%. 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

1.23%

3.45%

-2.22%

Volatility (6M)

Calculated over the trailing 6-month period

2.90%

7.35%

-4.45%

Volatility (1Y)

Calculated over the trailing 1-year period

3.90%

9.19%

-5.29%

Volatility (5Y)

Calculated over the trailing 5-year period, annualized

5.97%

10.57%

-4.60%

Volatility (10Y)

Calculated over the trailing 10-year period, annualized

4.90%

10.71%

-5.81%

RBFFX vs. ABALX - Expense Ratio Comparison

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


Dividends

RBFFX vs. ABALX - Dividend Comparison

RBFFX's dividend yield for the trailing twelve months is around 4.45%, less than ABALX's 7.10% yield.


PositionTTM20252024202320222021202020192018201720162015
ABALX
American Funds American Balanced Fund Class A
7.10%8.27%6.87%2.05%2.30%4.30%4.35%3.49%5.49%4.72%4.24%5.60%
RBFFX
American Funds The Bond Fund of America
4.45%4.43%4.61%3.53%2.42%2.31%5.34%3.76%2.67%2.14%2.07%2.30%

Frequently Asked Questions


RBFFX and ABALX have a correlation of 0.39, meaning they provide meaningful diversification benefit when combined. Depending on your allocation goals, holding both could reduce overall portfolio risk.

ABALX has higher volatility (3.45%) compared to RBFFX (1.23%). In terms of maximum drawdown, RBFFX dropped -17.62% vs ABALX's -40.20%.

ABALX currently has the higher Sharpe Ratio (2.59 vs 1.21), meaning it's delivered slightly more return per unit of risk over the trailing 12 months. However, this ranking shifts over time - use the Risk/Return Score above for a more comprehensive view that combines Sharpe, Sortino, and other measures used by quantitative funds.

Portfolio Optimizer

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