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MIAQX vs. AIVSX
Performance
Return for Risk
Dividends
Drawdowns
Volatility

Performance

MIAQX vs. AIVSX - Performance Comparison

The chart below illustrates the hypothetical performance of a $10,000 investment in American Funds Multi-Sector Income Fund (MIAQX) and American Funds Investment Company of America Class A (AIVSX). The values are adjusted to include any dividend payments, if applicable.

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MIAQX vs. AIVSX - Yearly Performance Comparison


2026 (YTD)2025202420232022202120202019
MIAQX
American Funds Multi-Sector Income Fund
-1.06%7.81%6.08%9.47%-13.04%2.10%8.29%3.20%
AIVSX
American Funds Investment Company of America Class A
-4.87%20.47%24.90%28.56%-15.50%25.10%14.47%12.75%

Returns By Period

In the year-to-date period, MIAQX achieves a -1.06% return, which is significantly higher than AIVSX's -4.87% return.


MIAQX

1D
0.54%
1M
-1.80%
YTD
-1.06%
6M
-0.08%
1Y
4.87%
3Y*
6.35%
5Y*
2.14%
10Y*

AIVSX

1D
3.05%
1M
-5.90%
YTD
-4.87%
6M
-3.21%
1Y
17.66%
3Y*
20.05%
5Y*
12.46%
10Y*
12.88%
*Multi-year figures are annualized to reflect compound growth (CAGR)

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MIAQX vs. AIVSX - Expense Ratio Comparison

MIAQX has a 0.78% expense ratio, which is higher than AIVSX's 0.57% expense ratio.


Return for Risk

MIAQX vs. AIVSX — Risk / Return Rank

Compare risk-adjusted metric ranks to identify better-performing investments over the past 12 months.

MIAQX
MIAQX Risk / Return Rank: 6464
Overall Rank
MIAQX Sharpe Ratio Rank: 6464
Sharpe Ratio Rank
MIAQX Sortino Ratio Rank: 5858
Sortino Ratio Rank
MIAQX Omega Ratio Rank: 6565
Omega Ratio Rank
MIAQX Calmar Ratio Rank: 6868
Calmar Ratio Rank
MIAQX Martin Ratio Rank: 6666
Martin Ratio Rank

AIVSX
AIVSX Risk / Return Rank: 6363
Overall Rank
AIVSX Sharpe Ratio Rank: 5454
Sharpe Ratio Rank
AIVSX Sortino Ratio Rank: 5959
Sortino Ratio Rank
AIVSX Omega Ratio Rank: 5757
Omega Ratio Rank
AIVSX Calmar Ratio Rank: 7272
Calmar Ratio Rank
AIVSX Martin Ratio Rank: 7474
Martin Ratio Rank
The rank (0–100) shows how this investment's returns compare to the risk taken. Higher = better. Based on the past 12 months of data, combining Sharpe, Sortino, and other metrics used by quantitative funds and institutional investors.

MIAQX vs. AIVSX - Risk-Adjusted Trends Comparison

This table presents a comparison of risk-adjusted performance metrics for American Funds Multi-Sector Income Fund (MIAQX) and American Funds Investment Company of America Class A (AIVSX). Risk-adjusted metrics are performance indicators that assess an investment's returns in relation to its risk, enabling a more accurate comparison of different investment options.


MIAQXAIVSXDifference

Sharpe ratio

Return per unit of total volatility

1.21

1.04

+0.17

Sortino ratio

Return per unit of downside risk

1.61

1.59

+0.03

Omega ratio

Gain probability vs. loss probability

1.26

1.23

+0.03

Calmar ratio

Return relative to maximum drawdown

1.71

1.72

-0.01

Martin ratio

Return relative to average drawdown

6.70

7.16

-0.45

MIAQX vs. AIVSX - Sharpe Ratio Comparison

The current MIAQX Sharpe Ratio is 1.21, which is comparable to the AIVSX Sharpe Ratio of 1.04. The chart below compares the historical Sharpe Ratios of MIAQX and AIVSX, offering insights into how both investments have performed under varying market conditions. These values are calculated using daily returns over the previous 12 months.


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Sharpe Ratios by Period


MIAQXAIVSXDifference

Sharpe Ratio (1Y)

Calculated over the trailing 1-year period

1.21

1.04

+0.17

Sharpe Ratio (5Y)

Calculated over the trailing 5-year period

0.46

0.78

-0.33

Sharpe Ratio (10Y)

Calculated over the trailing 10-year period

0.78

Sharpe Ratio (All Time)

Calculated using the full available price history

0.56

0.67

-0.11

Correlation

The correlation between MIAQX and AIVSX is 0.35, which is considered to be low. This implies their price changes are not closely related. A low correlation is generally favorable for portfolio diversification, as it helps to reduce overall risk by spreading it across multiple assets with different performance patterns.


Dividends

MIAQX vs. AIVSX - Dividend Comparison

MIAQX's dividend yield for the trailing twelve months is around 5.58%, less than AIVSX's 11.17% yield.


TTM20252024202320222021202020192018201720162015
MIAQX
American Funds Multi-Sector Income Fund
5.58%5.98%5.57%4.83%3.39%3.77%3.21%0.00%0.00%0.00%0.00%0.00%
AIVSX
American Funds Investment Company of America Class A
11.17%10.60%9.29%4.96%6.12%6.94%1.65%6.15%9.61%7.08%5.48%8.95%

Drawdowns

MIAQX vs. AIVSX - Drawdown Comparison

The maximum MIAQX drawdown since its inception was -18.01%, smaller than the maximum AIVSX drawdown of -50.90%. Use the drawdown chart below to compare losses from any high point for MIAQX and AIVSX.


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Drawdown Indicators


MIAQXAIVSXDifference

Max Drawdown

Largest peak-to-trough decline

-18.01%

-50.90%

+32.89%

Max Drawdown (1Y)

Largest decline over 1 year

-3.31%

-10.76%

+7.45%

Max Drawdown (5Y)

Largest decline over 5 years

-18.01%

-24.31%

+6.30%

Max Drawdown (10Y)

Largest decline over 10 years

-31.09%

Current Drawdown

Current decline from peak

-2.11%

-7.34%

+5.23%

Average Drawdown

Average peak-to-trough decline

-4.09%

-5.93%

+1.84%

Ulcer Index

Depth and duration of drawdowns from previous peaks

0.84%

2.59%

-1.75%

Volatility

MIAQX vs. AIVSX - Volatility Comparison

The current volatility for American Funds Multi-Sector Income Fund (MIAQX) is 1.59%, while American Funds Investment Company of America Class A (AIVSX) has a volatility of 5.75%. This indicates that MIAQX experiences smaller price fluctuations and is considered to be less risky than AIVSX based on this measure. The chart below showcases a comparison of their rolling one-month volatility.


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Volatility by Period


MIAQXAIVSXDifference

Volatility (1M)

Calculated over the trailing 1-month period

1.59%

5.75%

-4.16%

Volatility (6M)

Calculated over the trailing 6-month period

2.37%

9.93%

-7.56%

Volatility (1Y)

Calculated over the trailing 1-year period

4.27%

17.56%

-13.29%

Volatility (5Y)

Calculated over the trailing 5-year period, annualized

4.71%

15.96%

-11.25%

Volatility (10Y)

Calculated over the trailing 10-year period, annualized

5.38%

16.55%

-11.17%