Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| RMDPX (American Funds Multi-Sector Income Fund Class R-2E) | 0.75% | 5.95% | 7.47% | 2.78% | 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 |
|---|---|---|
| RMDPX (American Funds Multi-Sector Income Fund Class R-2E) | 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 | 5.95 | 7.47 | 2.78 | NA | NA | NA | … | … | 0.75 | 7.52 | 6.58 | 10.99 | -11.79 | 2.02 | 15.08 |
| Sharpe Ratio | NA | 1.25 | 1.10 | 0.07 | NA | NA | NA | … | … | -0.03 | 1.23 | 0.76 | 1.30 | -2.10 | 0.79 | 5.25 |
| Standard Deviation(%) | NA | 3.61 | 4.33 | 4.76 | NA | NA | NA | … | … | 4.21 | 3.79 | 3.92 | 5.69 | 6.30 | 2.53 | 4.48 |
| Draw Down(%) | NA | 2.84 | 4.55 | 17.14 | NA | NA | NA | … | … | 2.84 | 3.85 | 2.25 | 4.55 | 16.36 | 2.37 | 1.98 |
| Yield(%) | 0.00 | 5.31 | 6.03 | 4.70 | 3.11 | 2.08 | 1.56 | … | … | 1.89 | 5.79 | 6.08 | 6.37 | 4.08 | 3.63 | 3.48 |
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 |
|---|---|---|---|---|
| RMDPX (American Funds Multi-Sector Income Fund Class R-2E) |
-1.37%
Oct 2020 – Oct 2023 |
2.74%
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 |
|---|---|---|---|---|
| RMDPX (American Funds Multi-Sector Income Fund Class R-2E) |
9.46%
Sep 2022 – Sep 2025 |
3.90%
Jun 2020 – Jun 2025 |
0.00%
NA |
0.00%
NA |
Annualized Rolling Returns Comparison Chart