Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| FAFWX (AMERICAN FUNDS RETIREMENT INCOME PORTFOLIO – CONSERVATIVE CLASS F-1) | 2.74% | 10.03% | 9.11% | 4.14% | 5.43% | NA | NA | … | … |
Data as of 06/10/2026, Common starting date is 08/31/2015
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| FAFWX (AMERICAN FUNDS RETIREMENT INCOME PORTFOLIO – CONSERVATIVE CLASS F-1) | 08/31/2015 | 06/10/2026 |
| 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 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return (%) | -0.91 | 10.03 | 9.11 | 4.14 | 5.43 | NA | NA | … | … | 2.74 | 13.08 | 6.71 | 6.90 | -10.16 | 8.47 | 8.40 | 13.19 | -2.88 | 8.94 | 5.90 | 1.09 |
| Sharpe Ratio | NA | 1.52 | 1.03 | 0.26 | 0.59 | NA | NA | … | … | 0.76 | 1.74 | 0.58 | 0.52 | -1.26 | 1.79 | 0.72 | 3.28 | -0.87 | 2.97 | 1.07 | 0.51 |
| Standard Deviation(%) | NA | 5.08 | 5.90 | 6.56 | 6.42 | NA | NA | … | … | 6.07 | 5.90 | 5.34 | 6.29 | 9.25 | 4.72 | 11.24 | 3.57 | 4.90 | 2.80 | 5.30 | 6.28 |
| Draw Down(%) | NA | 4.70 | 6.13 | 15.74 | 15.74 | NA | NA | … | … | 4.70 | 4.98 | 3.15 | 6.15 | 15.74 | 2.28 | 13.58 | 1.36 | 6.57 | 1.03 | 3.30 | 2.53 |
| Yield(%) | 0.00 | 3.41 | 3.46 | 3.01 | 3.37 | 2.43 | 1.82 | … | … | 0.52 | 3.52 | 3.41 | 3.20 | 2.75 | 3.11 | 3.99 | 3.57 | 3.10 | 2.32 | 2.30 | 0.69 |
Data as of 06/10/2026, Common starting date is 08/31/2015
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| FAFWX (AMERICAN FUNDS RETIREMENT INCOME PORTFOLIO – CONSERVATIVE CLASS F-1) |
0.10%
Apr 2021 – Apr 2024 |
2.15%
Sep 2017 – Sep 2022 |
5.32%
Oct 2015 – Oct 2025 |
0.00%
NA |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| FAFWX (AMERICAN FUNDS RETIREMENT INCOME PORTFOLIO – CONSERVATIVE CLASS F-1) |
10.38%
Sep 2022 – Sep 2025 |
7.08%
Dec 2016 – Dec 2021 |
6.09%
Feb 2016 – Feb 2026 |
0.00%
NA |
Annualized Rolling Returns Comparison Chart