Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| RNBEX (AMERICAN FUNDS INCOME PORTFOLIO CLASS R-2E) | 4.68% | 12.91% | 11.50% | 5.90% | 6.76% | NA | NA | … | … |
Data as of 06/04/2026, Common starting date is 09/02/2014
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| RNBEX (AMERICAN FUNDS INCOME PORTFOLIO CLASS R-2E) | 09/02/2014 | 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 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return (%) | 0.14 | 12.91 | 11.50 | 5.90 | 6.76 | NA | NA | … | … | 4.68 | 13.78 | 8.71 | 8.99 | -9.14 | 12.49 | 5.11 | 15.31 | -4.08 | 10.92 | 9.99 | -2.47 | -0.50 |
| Sharpe Ratio | NA | 1.90 | 1.28 | 0.47 | 0.62 | NA | NA | … | … | 1.34 | 1.46 | 0.87 | 0.82 | -1.02 | 2.15 | 0.29 | 2.64 | -0.78 | 3.09 | 1.31 | -0.34 | -0.22 |
| Standard Deviation(%) | NA | 5.92 | 6.73 | 7.46 | 8.34 | NA | NA | … | … | 7.10 | 7.47 | 5.83 | 6.52 | 10.37 | 5.79 | 16.89 | 5.24 | 7.07 | 3.34 | 7.48 | 7.32 | 6.87 |
| Draw Down(%) | NA | 5.30 | 7.11 | 15.66 | 21.27 | NA | NA | … | … | 5.30 | 7.11 | 3.24 | 6.39 | 15.66 | 2.55 | 21.27 | 2.75 | 9.58 | 1.15 | 4.86 | 8.10 | 4.72 |
| Yield(%) | 0.00 | 5.19 | 5.16 | 4.32 | 4.65 | 3.40 | 2.55 | … | … | 0.56 | 5.57 | 4.89 | 4.59 | 3.83 | 4.37 | 4.97 | 4.58 | 3.90 | 3.01 | 3.80 | 3.76 | 1.34 |
Data as of 06/04/2026, Common starting date is 09/02/2014
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| RNBEX (AMERICAN FUNDS INCOME PORTFOLIO CLASS R-2E) |
1.30%
Mar 2017 – Mar 2020 |
2.46%
Sep 2017 – Sep 2022 |
5.26%
Apr 2015 – Apr 2025 |
0.00%
NA |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| RNBEX (AMERICAN FUNDS INCOME PORTFOLIO CLASS R-2E) |
12.46%
Sep 2022 – Sep 2025 |
8.29%
Mar 2020 – Mar 2025 |
7.47%
Feb 2016 – Feb 2026 |
0.00%
NA |
Annualized Rolling Returns Comparison Chart