Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| RINGX (AMERICAN FUNDS INCOME PORTFOLIO CLASS R-6) | 4.00% | 12.79% | 12.00% | 5.85% | 6.84% | NA | NA | … | … |
Data as of 06/05/2026, Common starting date is 05/24/2012
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| RINGX (AMERICAN FUNDS INCOME PORTFOLIO CLASS R-6) | 05/24/2012 | 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 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | 2013 | 2012 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return (%) | -1.01 | 12.79 | 12.00 | 5.85 | 6.84 | NA | NA | … | … | 4.00 | 14.64 | 9.56 | 9.84 | -9.73 | 11.37 | 3.76 | 16.24 | -3.22 | 11.83 | 9.53 | -2.26 | 6.92 | 12.68 | 7.84 |
| Sharpe Ratio | NA | 1.67 | 1.29 | 0.44 | 0.62 | NA | NA | … | … | 0.98 | 1.56 | 1.02 | 0.96 | -1.06 | 1.86 | 0.21 | 2.82 | -0.65 | 3.34 | 1.26 | -0.30 | 1.33 | 2.35 | 2.51 |
| Standard Deviation(%) | NA | 6.07 | 6.78 | 7.60 | 8.44 | NA | NA | … | … | 7.22 | 7.56 | 5.84 | 6.49 | 10.58 | 6.09 | 17.04 | 5.23 | 7.14 | 3.36 | 7.41 | 7.52 | 5.21 | 5.39 | 5.35 |
| Draw Down(%) | NA | 5.18 | 7.01 | 16.38 | 21.22 | NA | NA | … | … | 5.18 | 7.01 | 3.23 | 6.18 | 15.12 | 2.46 | 21.22 | 2.58 | 8.87 | 1.22 | 4.77 | 8.00 | 3.92 | 5.35 | 2.90 |
| Yield(%) | 0.00 | 6.01 | 5.99 | 4.44 | 4.81 | 4.85 | 3.64 | … | … | 0.74 | 6.41 | 5.72 | 5.32 | 3.25 | 3.19 | 3.80 | 5.40 | 4.75 | 3.89 | 3.26 | 3.97 | 4.10 | 3.50 | 2.52 |
Data as of 06/05/2026, Common starting date is 05/24/2012
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| RINGX (AMERICAN FUNDS INCOME PORTFOLIO CLASS R-6) |
0.84%
Sep 2019 – Sep 2022 |
2.52%
Sep 2017 – Sep 2022 |
4.25%
Oct 2013 – Oct 2023 |
0.00%
NA |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| RINGX (AMERICAN FUNDS INCOME PORTFOLIO CLASS R-6) |
12.78%
Sep 2022 – Sep 2025 |
8.10%
Oct 2016 – Oct 2021 |
7.63%
Feb 2016 – Feb 2026 |
0.00%
NA |
Annualized Rolling Returns Comparison Chart