Performance Comparison
Portfolio Performance Comparison
The return data shown below all have the same latest date: 05/15/2025.
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Inception |
|---|---|---|---|---|---|---|---|---|
| RINEX (AMERICAN FUNDS INCOME PORTFOLIO CLASS R-4) | 3.27% | 5.53% | 5.14% | 6.36% | 4.70% | NA | NA | 6.41% |
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| RINEX (AMERICAN FUNDS INCOME PORTFOLIO CLASS R-4) | 05/21/2012 | 05/15/2025 |
The return data shown below all have the same latest date: 05/15/2025.
AR inception is since 05/21/2012.
AR inception is since 05/21/2012.
| Last 1 Week | 1 Yr | 3 Yr | 5 Yr | 10 Yr | 15 Yr | 20 Yr | Inception | YTD | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | 2013 | 2012 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return (%) | 1.34 | 5.53 | 5.14 | 6.36 | 4.70 | NA | NA | 6.41 | 3.27 | 6.52 | 8.52 | -10.06 | 10.94 | 3.49 | 15.86 | -3.66 | 11.46 | 9.28 | -2.65 | 6.58 | 12.38 | 7.81 |
| Sharpe Ratio | NA | -0.12 | 0.06 | 0.38 | 0.33 | NA | NA | 0.56 | 0.24 | -0.01 | 0.66 | -1.09 | 1.81 | 0.19 | 2.77 | -0.70 | 3.29 | 1.23 | -0.35 | 1.25 | 2.27 | 2.44 |
| Standard Deviation(%) | NA | 8.34 | 8.28 | 8.11 | 8.65 | NA | NA | 8.04 | 10.64 | 6.45 | 6.48 | 10.57 | 6.03 | 17.04 | 5.22 | 7.17 | 3.30 | 7.36 | 7.57 | 5.23 | 5.45 | 5.38 |
| Draw Down(%) | NA | 8.57 | 10.63 | 16.58 | 21.25 | NA | NA | 21.25 | 7.70 | 4.58 | 6.28 | 15.36 | 2.48 | 21.25 | 2.67 | 9.13 | 1.22 | 4.77 | 8.16 | 4.00 | 5.35 | 2.90 |
| Yield(%) | 0.00 | 1.83 | 3.03 | 3.39 | 3.56 | 3.60 | 2.70 | 4.50 | 0.00 | 2.73 | 4.06 | 2.94 | 2.85 | 3.48 | 5.03 | 4.40 | 3.52 | 3.01 | 3.66 | 3.77 | 3.21 | 2.49 |
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| RINEX (AMERICAN FUNDS INCOME PORTFOLIO CLASS R-4) |
0.50%
Sep 2019 - Sep 2022 |
2.16%
Sep 2017 - Sep 2022 |
3.91%
Oct 2013 - Oct 2023 |
0.00%
NA |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| RINEX (AMERICAN FUNDS INCOME PORTFOLIO CLASS R-4) |
9.98%
Dec 2018 - Dec 2021 |
7.73%
Oct 2016 - Oct 2021 |
5.70%
Jul 2012 - Jul 2022 |
0.00%
NA |
Annualized Rolling Returns Comparison Chart