Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| CMBKX (American Funds Multi-Sector Income Fund Class 529-A) | 0.74% | 6.49% | 7.50% | 2.84% | NA | NA | NA | … | … |
Data as of 06/03/2026, Common starting date is 05/04/2020
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| CMBKX (American Funds Multi-Sector Income Fund Class 529-A) | 05/04/2020 | 06/03/2026 |
| 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 (%) | 0.00 | 6.49 | 7.50 | 2.84 | NA | NA | NA | … | … | 0.74 | 7.84 | 6.59 | 10.63 | -12.01 | 2.45 | 15.47 |
| Sharpe Ratio | NA | 1.33 | 1.11 | 0.08 | NA | NA | NA | … | … | 0.02 | 1.30 | 0.76 | 1.24 | -2.15 | 0.98 | 5.36 |
| Standard Deviation(%) | NA | 3.65 | 4.34 | 4.75 | NA | NA | NA | … | … | 4.24 | 3.83 | 3.92 | 5.65 | 6.28 | 2.49 | 4.48 |
| Draw Down(%) | NA | 2.84 | 4.60 | 16.81 | NA | NA | NA | … | … | 2.84 | 3.83 | 2.25 | 4.60 | 16.50 | 2.40 | 1.98 |
| Yield(%) | 0.00 | 5.61 | 6.11 | 4.78 | 3.14 | 2.10 | 1.57 | … | … | 1.98 | 6.09 | 6.10 | 6.04 | 3.85 | 4.05 | 3.32 |
Data as of 06/03/2026, Common starting date is 05/04/2020
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| CMBKX (American Funds Multi-Sector Income Fund Class 529-A) |
-1.44%
Oct 2020 – Oct 2023 |
2.77%
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 |
|---|---|---|---|---|
| CMBKX (American Funds Multi-Sector Income Fund Class 529-A) |
9.38%
Sep 2022 – Sep 2025 |
3.86%
Jun 2020 – Jun 2025 |
0.00%
NA |
0.00%
NA |
Annualized Rolling Returns Comparison Chart