Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| RMDNX (American Funds Multi-Sector Income Fund Class R-1) | 0.52% | 5.57% | 6.89% | 2.05% | NA | NA | NA | … | … |
Data as of 06/10/2026, Common starting date is 05/05/2020
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| RMDNX (American Funds Multi-Sector Income Fund Class R-1) | 05/05/2020 | 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 | 5.57 | 6.89 | 2.05 | NA | NA | NA | … | … | 0.52 | 7.08 | 6.02 | 10.14 | -12.34 | 1.30 | 14.77 |
| Sharpe Ratio | NA | 0.85 | 0.86 | -0.07 | NA | NA | NA | … | … | -0.25 | 1.13 | 0.62 | 1.17 | -2.21 | 0.52 | 5.17 |
| Standard Deviation(%) | NA | 3.56 | 4.28 | 4.71 | NA | NA | NA | … | … | 4.24 | 3.74 | 3.85 | 5.60 | 6.26 | 2.46 | 4.46 |
| Draw Down(%) | NA | 2.84 | 4.68 | 17.68 | NA | NA | NA | … | … | 2.84 | 3.88 | 2.25 | 4.68 | 16.73 | 2.43 | 1.98 |
| Yield(%) | 0.00 | 5.38 | 5.67 | 4.25 | 2.82 | 1.88 | 1.41 | … | … | 2.19 | 5.40 | 5.56 | 5.61 | 3.53 | 2.93 | 3.18 |
Data as of 06/10/2026, Common starting date is 05/05/2020
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| RMDNX (American Funds Multi-Sector Income Fund Class R-1) |
-2.06%
Oct 2020 – Oct 2023 |
2.12%
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 |
|---|---|---|---|---|
| RMDNX (American Funds Multi-Sector Income Fund Class R-1) |
8.80%
Sep 2022 – Sep 2025 |
3.25%
Jun 2020 – Jun 2025 |
0.00%
NA |
0.00%
NA |
Annualized Rolling Returns Comparison Chart