Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| RMDQX (American Funds Multi-Sector Income Fund Class R-3) | 0.68% | 6.04% | 7.29% | 2.47% | 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 |
|---|---|---|
| RMDQX (American Funds Multi-Sector Income Fund Class R-3) | 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 | 6.04 | 7.29 | 2.47 | NA | NA | NA | … | … | 0.68 | 7.57 | 6.40 | 10.37 | -12.28 | 2.16 | 14.88 |
| Sharpe Ratio | NA | 0.97 | 0.94 | 0.01 | NA | NA | NA | … | … | -0.15 | 1.24 | 0.71 | 1.20 | -2.20 | 0.87 | 5.20 |
| Standard Deviation(%) | NA | 3.63 | 4.32 | 4.74 | NA | NA | NA | … | … | 4.29 | 3.80 | 3.90 | 5.62 | 6.27 | 2.46 | 4.47 |
| Draw Down(%) | NA | 2.84 | 4.63 | 17.07 | NA | NA | NA | … | … | 2.84 | 3.85 | 2.25 | 4.63 | 16.70 | 2.42 | 1.98 |
| Yield(%) | 0.00 | 5.83 | 6.05 | 4.62 | 3.04 | 2.03 | 1.52 | … | … | 2.35 | 5.84 | 5.92 | 5.81 | 3.58 | 3.77 | 3.30 |
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 |
|---|---|---|---|---|
| RMDQX (American Funds Multi-Sector Income Fund Class R-3) |
-1.70%
Oct 2020 – Oct 2023 |
2.51%
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 |
|---|---|---|---|---|
| RMDQX (American Funds Multi-Sector Income Fund Class R-3) |
9.14%
Sep 2022 – Sep 2025 |
3.62%
Jun 2020 – Jun 2025 |
0.00%
NA |
0.00%
NA |
Annualized Rolling Returns Comparison Chart