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Nasdaq - Delayed Quote USD

American Funds Strategic Bond 529-A (CANAX)

9.25
+0.03
+(0.33%)
At close: 8:00:10 PM EDT

Performance Overview

Morningstar Return Rating --
YTD Return 3.92%
5y Average Return -0.79%
Number of Years Up 5
Number of Years Down 3
Best 1Y Total Return (May 5, 2025) 18.13%
Worst 1Y Total Return (May 5, 2025) --
Best 3Y Total Return 18.13%
Worst 3Y Total Return -4.32%

Trailing Returns (%) Vs. Benchmarks

Monthly Total Returns
CANAX
Category
YTD
5.16%
-0.61%
1-Month
1.30%
0.77%
3-Month
4.23%
1.99%
1-Year
9.39%
3.06%
3-Year
-0.13%
5.69%
5-Year
-0.56%
3.75%
10-Year
0.00%
3.84%
Last Bull Market
5.97%
4.61%
Last Bear Market
-5.83%
1.87%

Annual Total Return (%) History

Year
CANAX
Category
2025
--
--
2024
-0.59%
--
2023
1.53%
--
2022
-12.74%
--
2021
-1.13%
--
2020
18.13%
8.06%
2019
7.83%
8.94%
2018
0.25%
-0.61%

2017
3.05%
4.27%
2016
--
3.86%

Past Quarterly Returns

YearQ1Q2Q3Q4
2025 3.81% -- -- --
2024 -2.15% 0.33% 5.85% -4.34%
2023 3.50% -3.82% -3.41% 5.59%
2022 -3.39% -5.83% -5.86% 1.89%
2021 -3.90% 2.15% 1.71% -0.98%
2020 7.71% 6.35% 1.37% 1.73%
2019 3.22% 3.49% 0.19% 0.76%
2018 -1.40% -0.00% -0.01% 1.69%
2017 1.28% 1.16% 0.76% -0.18%
2016 2.01% 0.48% -1.73% --

Rank in Category (By Total Return)

YTD 2
1-Month 2
3-Month 1
1-Year 10
3-Year 99
5-Year 88

Load Adjusted Returns

1-Year 5.56%
3-Year -1.31%
5-Year -1.26%
10-Year --

Performance & Risk

YTD Return 3.92%
5y Average Return -0.79%
Rank in Category (ytd) 2
% Rank in Category (ytd) --
Beta (5Y Monthly) 1.06
Morningstar Risk Rating

Fund Overview

Category Intermediate Core-Plus Bond
Fund Family American Funds
Net Assets 19.68B
YTD Return 5.16%
Yield 3.07%
Morningstar Rating
Inception Date Mar 18, 2016

Fund Summary

The fund will invest at least 80% of its assets in bonds and other debt securities, which may be represented by derivatives. It may invest in a broad range of debt securities, including corporate bonds and debt and mortgage-backed securities issued by government-sponsored entities and federal agencies and instrumentalities that are not backed by the full faith and credit of the U.S. government.

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