Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| CMBPX (American Funds Multi-Sector Income Fund Class 529-F-2) | 0.92% | 6.61% | 7.85% | 3.01% | NA | NA | NA | … | … |
Data as of 06/10/2026, Common starting date is 11/02/2020
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| CMBPX (American Funds Multi-Sector Income Fund Class 529-F-2) | 11/02/2020 | 06/10/2026 |
| 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 (%) | -0.43 | 6.61 | 7.85 | 3.01 | NA | NA | NA | … | … | 0.92 | 8.11 | 6.95 | 10.99 | -11.78 | 2.62 | 4.77 |
| Sharpe Ratio | NA | 1.10 | 1.06 | 0.13 | NA | NA | NA | … | … | -0.02 | 1.36 | 0.84 | 1.30 | -2.10 | 1.03 | 9.74 |
| Standard Deviation(%) | NA | 3.71 | 4.38 | 4.79 | NA | NA | NA | … | … | 4.37 | 3.86 | 3.96 | 5.69 | 6.30 | 2.51 | 3.40 |
| Draw Down(%) | NA | 2.84 | 4.55 | 16.59 | NA | NA | NA | … | … | 2.84 | 3.80 | 2.25 | 4.55 | 16.34 | 2.39 | 0.28 |
| Yield(%) | 0.00 | 6.36 | 6.59 | 5.08 | 2.89 | 1.93 | 1.44 | … | … | 2.58 | 6.35 | 6.43 | 6.36 | 4.09 | 4.21 | 1.11 |
Data as of 06/10/2026, Common starting date is 11/02/2020
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| CMBPX (American Funds Multi-Sector Income Fund Class 529-F-2) |
0.16%
Dec 2020 – Dec 2023 |
3.04%
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 |
|---|---|---|---|---|
| CMBPX (American Funds Multi-Sector Income Fund Class 529-F-2) |
9.72%
Sep 2022 – Sep 2025 |
3.47%
Feb 2021 – Feb 2026 |
0.00%
NA |
0.00%
NA |
Annualized Rolling Returns Comparison Chart