Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| MIAQX (American Funds Multi-Sector Income Fund Class A) | 0.78% | 6.52% | 7.52% | 2.78% | NA | NA | NA | … | … |
Data as of 06/08/2026, Common starting date is 05/12/2020
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| MIAQX (American Funds Multi-Sector Income Fund Class A) | 05/12/2020 | 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 | 6.52 | 7.52 | 2.78 | NA | NA | NA | … | … | 0.78 | 7.83 | 6.62 | 10.62 | -12.04 | 2.40 | 14.21 |
| Sharpe Ratio | NA | 1.03 | 0.99 | 0.06 | NA | NA | NA | … | … | -0.10 | 1.30 | 0.76 | 1.24 | -2.15 | 0.96 | 5.09 |
| Standard Deviation(%) | NA | 3.66 | 4.34 | 4.76 | NA | NA | NA | … | … | 4.32 | 3.83 | 3.92 | 5.65 | 6.28 | 2.48 | 4.50 |
| Draw Down(%) | NA | 2.84 | 4.60 | 16.83 | NA | NA | NA | … | … | 2.84 | 3.83 | 2.25 | 4.60 | 16.53 | 2.41 | 1.98 |
| Yield(%) | 0.00 | 6.08 | 6.27 | 4.84 | 3.15 | 2.10 | 1.57 | … | … | 2.45 | 6.08 | 6.12 | 6.03 | 3.83 | 4.00 | 3.29 |
Data as of 06/08/2026, Common starting date is 05/12/2020
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| MIAQX (American Funds Multi-Sector Income Fund Class A) |
-1.47%
Oct 2020 – Oct 2023 |
2.75%
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 |
|---|---|---|---|---|
| MIAQX (American Funds Multi-Sector Income Fund Class A) |
9.38%
Sep 2022 – Sep 2025 |
3.85%
Jun 2020 – Jun 2025 |
0.00%
NA |
0.00%
NA |
Annualized Rolling Returns Comparison Chart