Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| NBARX (AMERICAN FUNDS RETIREMENT INCOME PORTFOLIO – MODERATE CLASS A) | 4.54% | 13.68% | 11.85% | 6.14% | 6.96% | NA | NA | … | … |
Data as of 06/08/2026, Common starting date is 08/31/2015
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| NBARX (AMERICAN FUNDS RETIREMENT INCOME PORTFOLIO – MODERATE CLASS A) | 08/31/2015 | 06/08/2026 |
| 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 (%) | -1.12 | 13.68 | 11.85 | 6.14 | 6.96 | NA | NA | … | … | 4.54 | 15.67 | 9.16 | 9.25 | -10.06 | 12.14 | 7.42 | 15.43 | -3.81 | 11.17 | 7.40 | 1.44 |
| Sharpe Ratio | NA | 1.73 | 1.22 | 0.45 | 0.65 | NA | NA | … | … | 1.08 | 1.66 | 0.87 | 0.82 | -1.03 | 1.95 | 0.46 | 2.87 | -0.77 | 3.13 | 1.02 | 0.50 |
| Standard Deviation(%) | NA | 6.47 | 7.20 | 7.98 | 8.26 | NA | NA | … | … | 7.83 | 7.72 | 6.36 | 6.90 | 11.18 | 6.22 | 15.50 | 4.86 | 6.75 | 3.38 | 7.04 | 8.48 |
| Draw Down(%) | NA | 5.57 | 6.90 | 16.86 | 18.50 | NA | NA | … | … | 5.57 | 6.81 | 3.21 | 6.90 | 16.86 | 2.81 | 18.50 | 2.26 | 8.97 | 1.10 | 4.49 | 3.00 |
| Yield(%) | 0.00 | 5.91 | 4.64 | 4.05 | 4.29 | 3.11 | 2.33 | … | … | 0.55 | 6.22 | 3.44 | 3.65 | 4.32 | 3.78 | 4.08 | 4.32 | 3.59 | 2.70 | 2.69 | 0.74 |
Data as of 06/08/2026, 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 |
|---|---|---|---|---|
| NBARX (AMERICAN FUNDS RETIREMENT INCOME PORTFOLIO – MODERATE CLASS A) |
1.55%
Sep 2019 – Sep 2022 |
2.68%
Sep 2017 – Sep 2022 |
6.70%
Oct 2015 – Oct 2025 |
0.00%
NA |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| NBARX (AMERICAN FUNDS RETIREMENT INCOME PORTFOLIO – MODERATE CLASS A) |
13.28%
Sep 2022 – Sep 2025 |
8.26%
Dec 2016 – Dec 2021 |
7.71%
Feb 2016 – Feb 2026 |
0.00%
NA |
Annualized Rolling Returns Comparison Chart