Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| RMDOX (American Funds Multi-Sector Income Fund Class R-2) | 0.64% | 5.65% | 6.95% | 2.26% | 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 |
|---|---|---|
| RMDOX (American Funds Multi-Sector Income Fund Class R-2) | 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 | 5.65 | 6.95 | 2.26 | NA | NA | NA | … | … | 0.64 | 7.17 | 6.06 | 9.95 | -12.55 | 1.89 | 14.79 |
| Sharpe Ratio | NA | 1.17 | 0.98 | -0.04 | NA | NA | NA | … | … | -0.10 | 1.15 | 0.63 | 1.14 | -2.25 | 0.77 | 5.17 |
| Standard Deviation(%) | NA | 3.56 | 4.27 | 4.69 | NA | NA | NA | … | … | 4.17 | 3.75 | 3.86 | 5.58 | 6.24 | 2.43 | 4.46 |
| Draw Down(%) | NA | 2.84 | 4.69 | 17.28 | NA | NA | NA | … | … | 2.84 | 3.88 | 2.25 | 4.69 | 16.85 | 2.42 | 1.98 |
| Yield(%) | 0.00 | 5.02 | 5.55 | 4.27 | 2.81 | 1.88 | 1.41 | … | … | 1.78 | 5.47 | 5.59 | 5.43 | 3.32 | 3.51 | 3.20 |
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 |
|---|---|---|---|---|
| RMDOX (American Funds Multi-Sector Income Fund Class R-2) |
-1.99%
Oct 2020 – Oct 2023 |
2.17%
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 |
|---|---|---|---|---|
| RMDOX (American Funds Multi-Sector Income Fund Class R-2) |
8.74%
Sep 2022 – Sep 2025 |
3.31%
Jun 2020 – Jun 2025 |
0.00%
NA |
0.00%
NA |
Annualized Rolling Returns Comparison Chart