Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| CMBMX (American Funds Multi-Sector Income Fund) | 0.33% | 5.67% | 7.19% | 2.55% | NA | NA | NA | … | … |
Data as of 06/05/2026, Common starting date is 05/05/2020
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| CMBMX (American Funds Multi-Sector Income Fund) | 05/05/2020 | 06/05/2026 |
| 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 (%) | -0.64 | 5.67 | 7.19 | 2.55 | NA | NA | NA | … | … | 0.33 | 7.59 | 6.43 | 10.46 | -12.15 | 2.27 | 15.03 |
| Sharpe Ratio | NA | 0.84 | 0.91 | 0.01 | NA | NA | NA | … | … | -0.41 | 1.24 | 0.72 | 1.22 | -2.17 | 0.91 | 5.23 |
| Standard Deviation(%) | NA | 3.59 | 4.31 | 4.73 | NA | NA | NA | … | … | 4.20 | 3.80 | 3.90 | 5.63 | 6.27 | 2.47 | 4.48 |
| Draw Down(%) | NA | 2.84 | 4.63 | 16.95 | NA | NA | NA | … | … | 2.84 | 3.85 | 2.25 | 4.63 | 16.61 | 2.41 | 1.98 |
| Yield(%) | 0.00 | 5.36 | 5.92 | 4.61 | 3.05 | 2.03 | 1.52 | … | … | 1.90 | 5.85 | 5.95 | 5.88 | 3.71 | 3.88 | 3.44 |
Data as of 06/05/2026, 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 |
|---|---|---|---|---|
| CMBMX (American Funds Multi-Sector Income Fund) |
-1.58%
Oct 2020 – Oct 2023 |
2.59%
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 |
|---|---|---|---|---|
| CMBMX (American Funds Multi-Sector Income Fund) |
9.19%
Sep 2022 – Sep 2025 |
3.73%
Jun 2020 – Jun 2025 |
0.00%
NA |
0.00%
NA |
Annualized Rolling Returns Comparison Chart