Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| CMBQX (American Funds Multi-Sector Income Fund Class 529-F-3) | 0.93% | 6.51% | 7.86% | 2.99% | NA | NA | NA | … | … |
Data as of 06/04/2026, Common starting date is 11/02/2020
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| CMBQX (American Funds Multi-Sector Income Fund Class 529-F-3) | 11/02/2020 | 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 | 6.51 | 7.86 | 2.99 | NA | NA | NA | … | … | 0.93 | 8.13 | 6.95 | 10.97 | -11.79 | 1.99 | 4.31 |
| Sharpe Ratio | NA | 1.39 | 1.18 | 0.11 | NA | NA | NA | … | … | 0.07 | 1.36 | 0.84 | 1.30 | -2.11 | 0.78 | 8.85 |
| Standard Deviation(%) | NA | 3.69 | 4.37 | 4.78 | NA | NA | NA | … | … | 4.27 | 3.86 | 3.96 | 5.68 | 6.30 | 2.52 | 3.34 |
| Draw Down(%) | NA | 2.84 | 4.55 | 17.16 | NA | NA | NA | … | … | 2.84 | 3.80 | 2.25 | 4.55 | 16.36 | 2.39 | 0.28 |
| Yield(%) | 0.00 | 5.83 | 6.42 | 4.89 | 2.73 | 1.82 | 1.37 | … | … | 2.07 | 6.36 | 6.45 | 6.34 | 4.08 | 3.61 | 0.66 |
Data as of 06/04/2026, Common starting date is 11/02/2020
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| CMBQX (American Funds Multi-Sector Income Fund Class 529-F-3) |
-0.06%
Dec 2020 – Dec 2023 |
2.91%
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 |
|---|---|---|---|---|
| CMBQX (American Funds Multi-Sector Income Fund Class 529-F-3) |
9.72%
Sep 2022 – Sep 2025 |
3.34%
Feb 2021 – Feb 2026 |
0.00%
NA |
0.00%
NA |
Annualized Rolling Returns Comparison Chart