Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| RMDTX (American Funds Multi-Sector Income Fund Class R-5) | 0.94% | 6.53% | 7.89% | 3.17% | 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 |
|---|---|---|
| RMDTX (American Funds Multi-Sector Income Fund Class R-5) | 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 | 6.53 | 7.89 | 3.17 | NA | NA | NA | … | … | 0.94 | 8.16 | 6.98 | 11.04 | -11.76 | 2.71 | 15.15 |
| Sharpe Ratio | NA | 1.39 | 1.18 | 0.15 | NA | NA | NA | … | … | 0.08 | 1.37 | 0.85 | 1.31 | -2.10 | 1.07 | 5.27 |
| Standard Deviation(%) | NA | 3.69 | 4.38 | 4.78 | NA | NA | NA | … | … | 4.28 | 3.87 | 3.96 | 5.69 | 6.30 | 2.52 | 4.49 |
| Draw Down(%) | NA | 2.84 | 4.54 | 16.58 | NA | NA | NA | … | … | 2.84 | 3.79 | 2.25 | 4.54 | 16.33 | 2.38 | 1.98 |
| Yield(%) | 0.00 | 5.85 | 6.44 | 5.05 | 3.32 | 2.21 | 1.66 | … | … | 2.08 | 6.39 | 6.47 | 6.41 | 4.11 | 4.30 | 3.55 |
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 |
|---|---|---|---|---|
| RMDTX (American Funds Multi-Sector Income Fund Class R-5) |
-1.13%
Oct 2020 – Oct 2023 |
3.09%
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 |
|---|---|---|---|---|
| RMDTX (American Funds Multi-Sector Income Fund Class R-5) |
9.77%
Sep 2022 – Sep 2025 |
4.20%
Jun 2020 – Jun 2025 |
0.00%
NA |
0.00%
NA |
Annualized Rolling Returns Comparison Chart