Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| CMBLX (American Funds Multi-Sector Income Fund Class 529-C) | 0.48% | 5.73% | 6.74% | 2.03% | NA | NA | NA | … | … |
Data as of 06/08/2026, Common starting date is 05/04/2020
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| CMBLX (American Funds Multi-Sector Income Fund Class 529-C) | 05/04/2020 | 06/08/2026 |
| Last 1 Week | 1 Yr | 3 Yr | 5 Yr | 10 Yr | 15 Yr | 20 Yr | Common | Inception | YTD | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return (%) | -0.64 | 5.73 | 6.74 | 2.03 | NA | NA | NA | … | … | 0.48 | 7.01 | 5.85 | 9.79 | -12.68 | 1.67 | 15.21 |
| Sharpe Ratio | NA | 0.83 | 0.83 | -0.09 | NA | NA | NA | … | … | -0.27 | 1.11 | 0.58 | 1.11 | -2.27 | 0.68 | 5.28 |
| Standard Deviation(%) | NA | 3.56 | 4.26 | 4.69 | NA | NA | NA | … | … | 4.22 | 3.73 | 3.84 | 5.57 | 6.24 | 2.40 | 4.47 |
| Draw Down(%) | NA | 2.84 | 4.72 | 17.48 | NA | NA | NA | … | … | 2.84 | 3.89 | 2.25 | 4.72 | 16.99 | 2.47 | 1.98 |
| Yield(%) | 0.00 | 5.32 | 5.52 | 4.19 | 2.76 | 1.84 | 1.38 | … | … | 2.15 | 5.32 | 5.40 | 5.28 | 3.19 | 3.29 | 3.05 |
Data as of 06/08/2026, Common starting date is 05/04/2020
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| CMBLX (American Funds Multi-Sector Income Fund Class 529-C) |
-2.17%
Oct 2020 – Oct 2023 |
2.00%
Dec 2020 – Dec 2025 |
0.00%
NA |
0.00%
NA |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| CMBLX (American Funds Multi-Sector Income Fund Class 529-C) |
8.58%
Sep 2022 – Sep 2025 |
3.12%
Jun 2020 – Jun 2025 |
0.00%
NA |
0.00%
NA |
Annualized Rolling Returns Comparison Chart