Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| RINFX (AMERICAN FUNDS INCOME PORTFOLIO CLASS R-5) | 3.63% | 12.01% | 11.59% | 5.69% | 6.77% | NA | NA | … | … |
Data as of 06/10/2026, Common starting date is 05/24/2012
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| RINFX (AMERICAN FUNDS INCOME PORTFOLIO CLASS R-5) | 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 (%) | -1.08 | 12.01 | 11.59 | 5.69 | 6.77 | NA | NA | … | … | 3.63 | 14.56 | 9.59 | 9.78 | -9.78 | 11.24 | 3.79 | 16.18 | -3.34 | 11.86 | 9.40 | -2.31 | 6.83 | 12.74 | 7.90 |
| Sharpe Ratio | NA | 1.67 | 1.29 | 0.43 | 0.61 | NA | NA | … | … | 0.96 | 1.57 | 1.02 | 0.95 | -1.06 | 1.84 | 0.21 | 2.84 | -0.66 | 3.40 | 1.24 | -0.31 | 1.32 | 2.29 | 2.54 |
| Standard Deviation(%) | NA | 5.97 | 6.75 | 7.59 | 8.42 | NA | NA | … | … | 7.13 | 7.46 | 5.87 | 6.51 | 10.63 | 6.09 | 16.98 | 5.19 | 7.14 | 3.31 | 7.43 | 7.52 | 5.18 | 5.55 | 5.34 |
| Draw Down(%) | NA | 5.19 | 6.95 | 16.43 | 21.20 | NA | NA | … | … | 5.19 | 6.95 | 3.23 | 6.20 | 15.16 | 2.47 | 21.20 | 2.66 | 8.90 | 1.23 | 4.86 | 8.02 | 3.92 | 5.35 | 2.90 |
| Yield(%) | 0.00 | 5.93 | 5.89 | 4.38 | 4.77 | 4.80 | 3.60 | … | … | 0.72 | 6.34 | 5.67 | 5.25 | 3.20 | 3.15 | 3.75 | 5.34 | 4.71 | 3.83 | 3.23 | 3.91 | 4.02 | 3.46 | 2.58 |
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 |
|---|---|---|---|---|
| RINFX (AMERICAN FUNDS INCOME PORTFOLIO CLASS R-5) |
0.79%
Sep 2019 – Sep 2022 |
2.45%
Sep 2017 – Sep 2022 |
4.20%
Oct 2013 – Oct 2023 |
0.00%
NA |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| RINFX (AMERICAN FUNDS INCOME PORTFOLIO CLASS R-5) |
12.74%
Sep 2022 – Sep 2025 |
8.05%
Oct 2016 – Oct 2021 |
7.59%
Feb 2016 – Feb 2026 |
0.00%
NA |
Annualized Rolling Returns Comparison Chart