Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| RINBX (AMERICAN FUNDS INCOME PORTFOLIO CLASS R-2) | 3.23% | 10.95% | 10.45% | 4.61% | 5.70% | NA | NA | … | … |
Data as of 06/10/2026, Common starting date is 05/24/2012
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| RINBX (AMERICAN FUNDS INCOME PORTFOLIO CLASS R-2) | 05/24/2012 | 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 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | 2013 | 2012 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return (%) | -1.09 | 10.95 | 10.45 | 4.61 | 5.70 | NA | NA | … | … | 3.23 | 13.41 | 8.39 | 8.65 | -10.73 | 10.21 | 2.70 | 14.97 | -4.35 | 10.71 | 8.51 | -3.32 | 5.70 | 11.52 | 7.36 |
| Sharpe Ratio | NA | 1.49 | 1.12 | 0.29 | 0.49 | NA | NA | … | … | 0.82 | 1.41 | 0.82 | 0.77 | -1.15 | 1.67 | 0.14 | 2.59 | -0.81 | 3.05 | 1.11 | -0.45 | 1.08 | 2.09 | 2.34 |
| Standard Deviation(%) | NA | 6.01 | 6.75 | 7.58 | 8.40 | NA | NA | … | … | 7.15 | 7.49 | 5.80 | 6.52 | 10.58 | 6.09 | 16.96 | 5.21 | 7.07 | 3.31 | 7.46 | 7.50 | 5.24 | 5.49 | 5.40 |
| Draw Down(%) | NA | 5.25 | 7.07 | 17.15 | 21.30 | NA | NA | … | … | 5.25 | 7.07 | 3.26 | 6.50 | 15.87 | 2.53 | 21.30 | 2.76 | 9.70 | 1.25 | 4.88 | 8.47 | 4.05 | 5.45 | 3.00 |
| Yield(%) | 0.00 | 4.96 | 4.84 | 3.44 | 3.70 | 3.69 | 2.76 | … | … | 0.52 | 5.32 | 4.63 | 4.25 | 2.27 | 2.08 | 2.82 | 4.30 | 3.74 | 2.78 | 2.43 | 2.92 | 2.98 | 2.48 | 2.24 |
Data as of 06/10/2026, Common starting date is 05/24/2012
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| RINBX (AMERICAN FUNDS INCOME PORTFOLIO CLASS R-2) |
-0.23%
Sep 2019 – Sep 2022 |
1.41%
Sep 2017 – Sep 2022 |
3.14%
Oct 2013 – Oct 2023 |
0.00%
NA |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| RINBX (AMERICAN FUNDS INCOME PORTFOLIO CLASS R-2) |
11.57%
Sep 2022 – Sep 2025 |
6.96%
Oct 2016 – Oct 2021 |
6.50%
Feb 2016 – Feb 2026 |
0.00%
NA |
Annualized Rolling Returns Comparison Chart