Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| RNCCX (AMERICAN FUNDS INCOME PORTFOLIO CLASS R-3) | 4.81% | 13.10% | 11.65% | 5.38% | 6.28% | NA | NA | … | … |
Data as of 06/04/2026, Common starting date is 05/24/2012
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| RNCCX (AMERICAN FUNDS INCOME PORTFOLIO CLASS R-3) | 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 | 13.10 | 11.65 | 5.38 | 6.28 | NA | NA | … | … | 4.81 | 13.87 | 8.92 | 9.12 | -10.27 | 10.58 | 3.21 | 15.50 | -3.94 | 11.17 | 8.94 | -2.87 | 6.19 | 11.98 | 7.61 |
| Sharpe Ratio | NA | 1.95 | 1.30 | 0.40 | 0.56 | NA | NA | … | … | 1.39 | 1.47 | 0.90 | 0.85 | -1.11 | 1.75 | 0.17 | 2.68 | -0.75 | 3.22 | 1.17 | -0.38 | 1.19 | 2.20 | 2.39 |
| Standard Deviation(%) | NA | 5.87 | 6.73 | 7.56 | 8.43 | NA | NA | … | … | 7.09 | 7.48 | 5.86 | 6.50 | 10.56 | 6.04 | 17.11 | 5.24 | 7.12 | 3.28 | 7.44 | 7.59 | 5.19 | 5.42 | 5.47 |
| Draw Down(%) | NA | 5.20 | 7.03 | 16.80 | 21.30 | NA | NA | … | … | 5.20 | 7.03 | 3.24 | 6.36 | 15.51 | 2.48 | 21.30 | 2.67 | 9.41 | 1.22 | 4.87 | 8.23 | 4.01 | 5.36 | 2.81 |
| Yield(%) | 0.00 | 5.42 | 5.34 | 3.87 | 4.16 | 4.17 | 3.12 | … | … | 0.61 | 5.79 | 5.08 | 4.71 | 2.69 | 2.55 | 3.22 | 4.74 | 4.13 | 3.23 | 2.77 | 3.36 | 3.47 | 2.83 | 2.39 |
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 |
|---|---|---|---|---|
| RNCCX (AMERICAN FUNDS INCOME PORTFOLIO CLASS R-3) |
0.22%
Sep 2019 – Sep 2022 |
1.86%
Sep 2017 – Sep 2022 |
3.60%
Oct 2013 – Oct 2023 |
0.00%
NA |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| RNCCX (AMERICAN FUNDS INCOME PORTFOLIO CLASS R-3) |
12.06%
Sep 2022 – Sep 2025 |
7.43%
Oct 2016 – Oct 2021 |
6.97%
Feb 2016 – Feb 2026 |
0.00%
NA |
Annualized Rolling Returns Comparison Chart