Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| NDARX (AMERICAN FUNDS RETIREMENT INCOME PORTFOLIO – ENHANCED CLASS A) | 5.73% | 16.23% | 14.16% | 7.68% | 8.26% | NA | NA | … | … |
Data as of 06/08/2026, Common starting date is 08/31/2015
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| NDARX (AMERICAN FUNDS RETIREMENT INCOME PORTFOLIO – ENHANCED 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 (%) | -1.42 | 16.23 | 14.16 | 7.68 | 8.26 | NA | NA | … | … | 5.73 | 17.21 | 11.68 | 12.03 | -10.98 | 15.10 | 7.11 | 17.89 | -5.00 | 13.62 | 8.54 | 1.92 |
| Sharpe Ratio | NA | 1.79 | 1.31 | 0.54 | 0.65 | NA | NA | … | … | 1.21 | 1.50 | 1.10 | 1.07 | -0.93 | 1.98 | 0.34 | 2.58 | -0.73 | 3.26 | 0.94 | 0.54 |
| Standard Deviation(%) | NA | 7.70 | 8.50 | 9.52 | 10.26 | NA | NA | … | … | 9.23 | 9.58 | 7.36 | 7.86 | 13.38 | 7.62 | 20.06 | 6.36 | 8.72 | 4.00 | 8.82 | 10.70 |
| Draw Down(%) | NA | 6.34 | 9.18 | 18.37 | 23.62 | NA | NA | … | … | 6.34 | 9.18 | 3.49 | 7.38 | 18.37 | 3.27 | 23.62 | 3.21 | 11.60 | 1.32 | 5.86 | 3.75 |
| Yield(%) | 0.00 | 6.03 | 4.77 | 4.36 | 4.63 | 3.39 | 2.54 | … | … | 0.54 | 6.40 | 3.33 | 3.65 | 4.72 | 4.76 | 3.00 | 4.57 | 3.89 | 2.95 | 3.05 | 0.72 |
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 |
|---|---|---|---|---|
| NDARX (AMERICAN FUNDS RETIREMENT INCOME PORTFOLIO – ENHANCED CLASS A) |
1.75%
Mar 2017 – Mar 2020 |
3.10%
Sep 2017 – Sep 2022 |
7.89%
Oct 2015 – Oct 2025 |
0.00%
NA |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| NDARX (AMERICAN FUNDS RETIREMENT INCOME PORTFOLIO – ENHANCED CLASS A) |
15.79%
Sep 2022 – Sep 2025 |
10.29%
Oct 2020 – Oct 2025 |
9.04%
Feb 2016 – Feb 2026 |
0.00%
NA |
Annualized Rolling Returns Comparison Chart