Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| RMDSX (American Funds Multi-Sector Income Fund Class R-5E) | 0.90% | 6.45% | 7.78% | 3.05% | 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 |
|---|---|---|
| RMDSX (American Funds Multi-Sector Income Fund Class R-5E) | 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 | 6.45 | 7.78 | 3.05 | NA | NA | NA | … | … | 0.90 | 8.08 | 6.87 | 10.86 | -11.86 | 2.62 | 15.09 |
| Sharpe Ratio | NA | 1.37 | 1.16 | 0.13 | NA | NA | NA | … | … | 0.06 | 1.35 | 0.82 | 1.28 | -2.12 | 1.03 | 5.25 |
| Standard Deviation(%) | NA | 3.68 | 4.37 | 4.77 | NA | NA | NA | … | … | 4.26 | 3.86 | 3.95 | 5.67 | 6.30 | 2.51 | 4.48 |
| Draw Down(%) | NA | 2.84 | 4.56 | 16.66 | NA | NA | NA | … | … | 2.84 | 3.80 | 2.25 | 4.56 | 16.41 | 2.38 | 1.98 |
| Yield(%) | 0.00 | 5.78 | 6.34 | 4.95 | 3.25 | 2.17 | 1.63 | … | … | 2.04 | 6.31 | 6.36 | 6.25 | 4.01 | 4.21 | 3.49 |
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 |
|---|---|---|---|---|
| RMDSX (American Funds Multi-Sector Income Fund Class R-5E) |
-1.25%
Oct 2020 – Oct 2023 |
2.98%
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 |
|---|---|---|---|---|
| RMDSX (American Funds Multi-Sector Income Fund Class R-5E) |
9.63%
Sep 2022 – Sep 2025 |
4.08%
Jun 2020 – Jun 2025 |
0.00%
NA |
0.00%
NA |
Annualized Rolling Returns Comparison Chart