RINFX vs. QBDSX
RINFX (American Funds Conservative Growth and Income Portfolio Class R-5) and QBDSX (Quantified Managed Income Fund) are both Diversified Portfolio funds. Over the past 10 years, RINFX returned 7.17%/yr vs 0.52%/yr for QBDSX. Their 0.49 correlation means their historical movements had little consistent relationship. RINFX charges 0.36%/yr vs 1.31%/yr for QBDSX.
Performance
RINFX vs. QBDSX - Performance Comparison
Loading charts...
Returns By Period
In the year-to-date period, RINFX achieves a 4.97% return, which is significantly higher than QBDSX's -0.25% return. Over the past 10 years, RINFX has outperformed QBDSX with an annualized return of 7.17%, while QBDSX has yielded a comparatively lower 0.52% annualized return.
RINFX
- 1D
- 0.48%
- 1M
- 0.07%
- 6M
- 2.95%
- YTD
- 4.97%
- 1Y
- 11.28%
- 3Y*
- 10.83%
- 5Y*
- 6.43%
- 10Y*
- 7.17%
- ALL TIME*
- 7.12%
QBDSX
- 1D
- 0.00%
- 1M
- 0.13%
- 6M
- -0.88%
- YTD
- -0.25%
- 1Y
- 0.15%
- 3Y*
- 2.24%
- 5Y*
- 0.70%
- 10Y*
- 0.52%
- ALL TIME*
- 0.75%
Liquidity Comparison
| Position | Avg. Volume Value (2W) | Avg. Volume Value (1M) | Avg. Volume Value (3M) |
|---|---|---|---|
| $0.00 | $0.00 | $0.00 | |
| $0.00 | $0.00 | $0.00 |
RINFX vs. QBDSX - Yearly Performance Comparison
| 2026 (YTD) | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | |
|---|---|---|---|---|---|---|---|---|---|---|
RINFX American Funds Conservative Growth and Income Portfolio Class R-5 | 4.97% | 13.58% | 9.59% | 9.78% | -8.45% | 13.23% | 5.99% | 16.18% | -3.33% | 11.86% |
QBDSX Quantified Managed Income Fund | -0.25% | 5.11% | 1.02% | 2.25% | -4.09% | -0.66% | -9.22% | 10.50% | -3.17% | 5.05% |
Correlation
The correlation between RINFX and QBDSX is 0.72, which is moderate. They have sometimes moved together and sometimes differently, sharing some price drivers without tracking each other closely.
| Correlation | |
|---|---|
Correlation (1Y) Focuses on recent behavior, but can change the most. | 0.72 |
Correlation (3Y) Balances recent behavior with more history. | 0.63 |
Correlation (5Y) Shows whether the relationship held over a longer period. | 0.51 |
Correlation (10Y) Provides a long-term view across more market conditions. | 0.56 |
Correlation (All Time) Calculated using the full available price history since Jan 2, 2014 | 0.49 |
Over the past year, RINFX and QBDSX have become more correlated (0.72) than their long-term average of 0.49, meaning their price movements have been converging.
Compare stocks, funds, or ETFs
Search for stocks, ETFs, and funds for a quick comparison or use the comparison tool for more options.
Return for Risk
RINFX vs. QBDSX — Risk / Return Rank
RINFX
QBDSX
RINFX vs. QBDSX - Risk-Adjusted Trends Comparison
This table presents a comparison of risk-adjusted performance metrics for American Funds Conservative Growth and Income Portfolio Class R-5 (RINFX) and Quantified Managed Income Fund (QBDSX). 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.
Values are calculated on a 1-year rolling basis and updated daily. Risk-adjusted metrics are more stable over longer periods — use the period switch above to explore them.
| RINFX | QBDSX | Difference | |
|---|---|---|---|
| Sharpe ratioReturn per unit of total volatility | +1.74 | ||
| Sortino ratioReturn per unit of downside risk | +2.41 | ||
| Omega ratioGain probability vs. loss probability | 1.32 | 1.00 | +0.32 |
| Calmar ratioReturn relative to maximum drawdown | 1.81 | -0.03 | +1.84 |
| Martin ratioReturn relative to average drawdown | 7.80 | -0.07 | +7.87 |
Loading charts...
Drawdowns
RINFX vs. QBDSX - Drawdown Comparison
The maximum RINFX drawdown since its inception was -21.20%, which is greater than QBDSX's maximum drawdown of -18.38%. Use the drawdown chart below to compare losses from any high point for RINFX and QBDSX.
Loading charts...
Drawdown Indicators
| RINFX | QBDSX | Difference | |
|---|---|---|---|
Max DrawdownLargest peak-to-trough decline | -21.20% | -18.38% | -2.82% |
Max Drawdown (1Y)Largest decline over 1 year | -5.87% | -3.09% | -2.78% |
Max Drawdown (3Y)Largest decline over 3 years | -7.75% | -3.76% | -3.99% |
Max Drawdown (5Y)Largest decline over 5 years | -15.16% | -7.40% | -7.76% |
Max Drawdown (10Y)Largest decline over 10 years | -21.20% | -18.38% | -2.82% |
Current DrawdownCurrent decline from peak | -0.14% | -8.29% | +8.15% |
Average DrawdownAverage peak-to-trough decline | -2.29% | -6.86% | +4.57% |
Ulcer IndexDepth and duration of drawdowns from previous peaks | 1.36% | 1.43% | -0.07% |
Volatility
RINFX vs. QBDSX - Volatility Comparison
American Funds Conservative Growth and Income Portfolio Class R-5 (RINFX) has a higher volatility of 1.42% compared to Quantified Managed Income Fund (QBDSX) at 0.75%. This indicates that RINFX's price experiences larger fluctuations and is considered to be riskier than QBDSX based on this measure. The chart below showcases a comparison of their rolling one-month volatility.
Loading charts...
Volatility by Period
| RINFX | QBDSX | Difference | |
|---|---|---|---|
Volatility (1M)Calculated over the trailing 1-month period | 1.42% | 0.75% | +0.67% |
Volatility (6M)Calculated over the trailing 6-month period | 5.04% | 2.38% | +2.66% |
Volatility (1Y)Calculated over the trailing 1-year period | 6.21% | 3.53% | +2.68% |
Volatility (5Y)Calculated over the trailing 5-year period, annualized | 7.57% | 4.31% | +3.26% |
Volatility (10Y)Calculated over the trailing 10-year period, annualized | 8.31% | 5.24% | +3.07% |
RINFX vs. QBDSX - Expense Ratio Comparison
RINFX has a 0.36% expense ratio, which is lower than QBDSX's 1.31% expense ratio.
Dividends
RINFX vs. QBDSX - Dividend Comparison
RINFX's dividend yield for the trailing twelve months is around 4.97%, more than QBDSX's 4.49% yield.
| Position | TTM | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
QBDSX Quantified Managed Income Fund | 4.49% | 4.47% | 3.98% | 4.51% | 0.54% | 0.71% | 0.87% | 2.26% | 2.04% | 2.51% | 1.00% | 3.89% |
RINFX American Funds Conservative Growth and Income Portfolio Class R-5 | 4.97% | 5.05% | 5.45% | 5.05% | 5.15% | 4.69% | 5.82% | 4.82% | 5.13% | 3.56% | 3.83% | 4.17% |
Frequently Asked Questions
RINFX and QBDSX have a correlation of 0.72, meaning they provide meaningful diversification benefit when combined. Depending on your allocation goals, holding both could reduce overall portfolio risk.
RINFX has higher volatility (1.42%) compared to QBDSX (0.75%). In terms of maximum drawdown, RINFX dropped -21.20% vs QBDSX's -18.38%.
RINFX currently has the higher Sharpe Ratio (1.71 vs -0.03), meaning it's delivered slightly more return per unit of risk over the trailing 12 months. However, this ranking shifts over time - use the Risk/Return Score above for a more comprehensive view that combines Sharpe, Sortino, and other measures used by quantitative funds.
Find the right allocation for RINFX and QBDSX
Add both to a portfolio and optimize allocations for your target — whether that's maximizing returns, minimizing drawdowns, or balancing risk across holdings.
Open Portfolio Optimizer