Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| RMDRX (American Funds Multi-Sector Income Fund Class R-4) | 0.81% | 6.35% | 7.58% | 2.62% | 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 |
|---|---|---|
| RMDRX (American Funds Multi-Sector Income Fund Class R-4) | 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 | 6.35 | 7.58 | 2.62 | NA | NA | NA | … | … | 0.81 | 7.88 | 6.68 | 10.66 | -12.01 | 1.78 | 15.03 |
| Sharpe Ratio | NA | 1.04 | 1.00 | 0.05 | NA | NA | NA | … | … | -0.08 | 1.31 | 0.78 | 1.25 | -2.15 | 0.70 | 5.24 |
| Standard Deviation(%) | NA | 3.67 | 4.35 | 4.76 | NA | NA | NA | … | … | 4.33 | 3.83 | 3.93 | 5.65 | 6.28 | 2.50 | 4.48 |
| Draw Down(%) | NA | 2.84 | 4.59 | 17.36 | NA | NA | NA | … | … | 2.84 | 3.82 | 2.25 | 4.59 | 16.51 | 2.39 | 1.98 |
| Yield(%) | 0.00 | 6.12 | 6.34 | 4.74 | 3.13 | 2.09 | 1.57 | … | … | 2.48 | 6.13 | 6.20 | 6.08 | 3.86 | 3.40 | 3.43 |
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 |
|---|---|---|---|---|
| RMDRX (American Funds Multi-Sector Income Fund Class R-4) |
-1.63%
Oct 2020 – Oct 2023 |
2.66%
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 |
|---|---|---|---|---|
| RMDRX (American Funds Multi-Sector Income Fund Class R-4) |
9.44%
Sep 2022 – Sep 2025 |
3.77%
Jun 2020 – Jun 2025 |
0.00%
NA |
0.00%
NA |
Annualized Rolling Returns Comparison Chart