Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| RNCAX (AMERICAN FUNDS INCOME PORTFOLIO CLASS R-1) | 4.58% | 12.66% | 11.20% | 4.93% | 5.82% | NA | NA | … | … |
Data as of 06/04/2026, Common starting date is 05/24/2012
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| RNCAX (AMERICAN FUNDS INCOME PORTFOLIO CLASS R-1) | 05/24/2012 | 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 | 2013 | 2012 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return (%) | 0.14 | 12.66 | 11.20 | 4.93 | 5.82 | NA | NA | … | … | 4.58 | 13.42 | 8.44 | 8.69 | -10.70 | 10.14 | 2.66 | 14.99 | -4.42 | 10.74 | 8.52 | -3.30 | 5.70 | 11.51 | 7.40 |
| Sharpe Ratio | NA | 1.85 | 1.22 | 0.33 | 0.50 | NA | NA | … | … | 1.31 | 1.40 | 0.83 | 0.78 | -1.15 | 1.67 | 0.14 | 2.59 | -0.83 | 3.05 | 1.12 | -0.44 | 1.09 | 2.14 | 2.34 |
| Standard Deviation(%) | NA | 5.89 | 6.77 | 7.57 | 8.42 | NA | NA | … | … | 7.07 | 7.58 | 5.83 | 6.52 | 10.56 | 6.06 | 17.04 | 5.21 | 7.05 | 3.32 | 7.42 | 7.52 | 5.22 | 5.36 | 5.41 |
| Draw Down(%) | NA | 5.24 | 7.14 | 17.15 | 21.35 | NA | NA | … | … | 5.24 | 7.14 | 3.25 | 6.49 | 15.89 | 2.56 | 21.35 | 2.68 | 9.74 | 1.24 | 4.88 | 8.49 | 4.03 | 5.37 | 2.91 |
| Yield(%) | 0.00 | 4.99 | 4.90 | 3.47 | 3.69 | 3.69 | 2.77 | … | … | 0.52 | 5.34 | 4.68 | 4.29 | 2.29 | 2.10 | 2.79 | 4.24 | 3.67 | 2.72 | 2.44 | 2.86 | 3.07 | 2.47 | 2.28 |
Data as of 06/04/2026, Common starting date is 05/24/2012
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| RNCAX (AMERICAN FUNDS INCOME PORTFOLIO CLASS R-1) |
-0.25%
Sep 2019 – Sep 2022 |
1.38%
Sep 2017 – Sep 2022 |
3.14%
Oct 2013 – Oct 2023 |
0.00%
NA |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| RNCAX (AMERICAN FUNDS INCOME PORTFOLIO CLASS R-1) |
11.60%
Sep 2022 – Sep 2025 |
6.93%
Oct 2016 – Oct 2021 |
6.50%
Feb 2016 – Feb 2026 |
0.00%
NA |
Annualized Rolling Returns Comparison Chart