Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| MIAWX (American Funds Multi-Sector Income Fund Class F-1) | 0.83% | 6.25% | 7.56% | 2.70% | NA | NA | NA | … | … |
Data as of 06/04/2026, Common starting date is 05/04/2020
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| MIAWX (American Funds Multi-Sector Income Fund Class F-1) | 05/04/2020 | 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 | 6.25 | 7.56 | 2.70 | NA | NA | NA | … | … | 0.83 | 7.84 | 6.64 | 10.64 | -12.06 | 1.70 | 15.50 |
| Sharpe Ratio | NA | 1.33 | 1.11 | 0.05 | NA | NA | NA | … | … | 0.02 | 1.30 | 0.77 | 1.25 | -2.15 | 0.67 | 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 | 4.49 |
| Draw Down(%) | NA | 2.84 | 4.60 | 17.40 | NA | NA | NA | … | … | 2.84 | 3.83 | 2.25 | 4.60 | 16.54 | 2.41 | 1.98 |
| Yield(%) | 0.00 | 5.58 | 6.12 | 4.63 | 3.06 | 2.04 | 1.53 | … | … | 1.97 | 6.09 | 6.13 | 6.04 | 3.81 | 3.33 | 3.33 |
Data as of 06/04/2026, 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 |
|---|---|---|---|---|
| MIAWX (American Funds Multi-Sector Income Fund Class F-1) |
-1.68%
Oct 2020 – Oct 2023 |
2.62%
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 |
|---|---|---|---|---|
| MIAWX (American Funds Multi-Sector Income Fund Class F-1) |
9.40%
Sep 2022 – Sep 2025 |
3.72%
Jun 2020 – Jun 2025 |
0.00%
NA |
0.00%
NA |
Annualized Rolling Returns Comparison Chart