Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| RMDUX (American Funds Multi-Sector Income Fund Class R-6) | 0.95% | 6.60% | 7.93% | 3.21% | NA | NA | NA | … | … |
Data as of 06/04/2026, Common starting date is 05/12/2020
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| RMDUX (American Funds Multi-Sector Income Fund Class R-6) | 05/12/2020 | 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 | 6.60 | 7.93 | 3.21 | NA | NA | NA | … | … | 0.95 | 8.23 | 7.02 | 11.05 | -11.71 | 2.76 | 14.48 |
| Sharpe Ratio | NA | 1.41 | 1.19 | 0.16 | NA | NA | NA | … | … | 0.09 | 1.39 | 0.86 | 1.31 | -2.09 | 1.08 | 5.16 |
| Standard Deviation(%) | NA | 3.70 | 4.38 | 4.79 | NA | NA | NA | … | … | 4.28 | 3.87 | 3.97 | 5.69 | 6.31 | 2.52 | 4.53 |
| Draw Down(%) | NA | 2.84 | 4.54 | 16.53 | NA | NA | NA | … | … | 2.84 | 3.79 | 2.25 | 4.54 | 16.30 | 2.38 | 1.98 |
| Yield(%) | 0.00 | 5.92 | 6.48 | 5.09 | 3.32 | 2.21 | 1.66 | … | … | 2.09 | 6.45 | 6.50 | 6.42 | 4.16 | 4.35 | 3.52 |
Data as of 06/04/2026, Common starting date is 05/12/2020
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| RMDUX (American Funds Multi-Sector Income Fund Class R-6) |
-1.09%
Oct 2020 – Oct 2023 |
3.14%
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 |
|---|---|---|---|---|
| RMDUX (American Funds Multi-Sector Income Fund Class R-6) |
9.80%
Sep 2022 – Sep 2025 |
4.23%
Jun 2020 – Jun 2025 |
0.00%
NA |
0.00%
NA |
Annualized Rolling Returns Comparison Chart