Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| CMBOX (American Funds Multi-Sector Income Fund Class 529-F-1) | 0.89% | 6.38% | 7.74% | 3.02% | NA | NA | NA | … | … |
Data as of 06/04/2026, Common starting date is 05/05/2020
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| CMBOX (American Funds Multi-Sector Income Fund Class 529-F-1) | 05/05/2020 | 06/04/2026 |
| 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 (%) | -0.11 | 6.38 | 7.74 | 3.02 | NA | NA | NA | … | … | 0.89 | 7.99 | 6.85 | 10.85 | -11.88 | 2.59 | 15.07 |
| Sharpe Ratio | NA | 1.36 | 1.15 | 0.12 | NA | NA | NA | … | … | 0.05 | 1.33 | 0.82 | 1.28 | -2.12 | 1.02 | 5.25 |
| Standard Deviation(%) | NA | 3.67 | 4.36 | 4.77 | NA | NA | NA | … | … | 4.26 | 3.84 | 3.95 | 5.67 | 6.29 | 2.50 | 4.48 |
| Draw Down(%) | NA | 2.84 | 4.56 | 16.68 | NA | NA | NA | … | … | 2.84 | 3.82 | 2.25 | 4.56 | 16.41 | 2.39 | 1.98 |
| Yield(%) | 0.00 | 5.71 | 6.30 | 4.92 | 3.23 | 2.16 | 1.62 | … | … | 2.03 | 6.23 | 6.34 | 6.24 | 3.99 | 4.18 | 3.47 |
Data as of 06/04/2026, 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 |
|---|---|---|---|---|
| CMBOX (American Funds Multi-Sector Income Fund Class 529-F-1) |
-1.27%
Oct 2020 – Oct 2023 |
2.95%
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 |
|---|---|---|---|---|
| CMBOX (American Funds Multi-Sector Income Fund Class 529-F-1) |
9.60%
Sep 2022 – Sep 2025 |
4.06%
Jun 2020 – Jun 2025 |
0.00%
NA |
0.00%
NA |
Annualized Rolling Returns Comparison Chart