Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| NDCRX (AMERICAN FUNDS RETIREMENT INCOME PORTFOLIO – ENHANCED CLASS C) | 4.77% | 14.54% | 13.01% | 6.73% | 7.54% | NA | NA | … | … |
Data as of 06/10/2026, Common starting date is 08/31/2015
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| NDCRX (AMERICAN FUNDS RETIREMENT INCOME PORTFOLIO – ENHANCED CLASS C) | 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 (%) | -1.81 | 14.54 | 13.01 | 6.73 | 7.54 | NA | NA | … | … | 4.77 | 16.49 | 10.81 | 11.23 | -11.62 | 14.25 | 6.35 | 17.05 | -5.68 | 12.91 | 7.71 | 1.74 |
| Sharpe Ratio | NA | 1.68 | 1.21 | 0.45 | 0.58 | NA | NA | … | … | 1.12 | 1.42 | 0.98 | 0.97 | -0.98 | 1.84 | 0.30 | 2.47 | -0.82 | 2.98 | 0.85 | 0.48 |
| Standard Deviation(%) | NA | 7.71 | 8.50 | 9.53 | 10.26 | NA | NA | … | … | 9.22 | 9.61 | 7.35 | 7.86 | 13.37 | 7.75 | 20.00 | 6.30 | 8.67 | 4.13 | 8.81 | 10.70 |
| Draw Down(%) | NA | 6.40 | 9.29 | 18.80 | 23.72 | NA | NA | … | … | 6.40 | 9.29 | 3.58 | 7.59 | 18.80 | 3.39 | 23.72 | 3.27 | 12.08 | 1.38 | 5.86 | 3.85 |
| Yield(%) | 0.00 | 5.26 | 3.93 | 3.64 | 3.85 | 2.78 | 2.08 | … | … | 0.38 | 5.60 | 2.53 | 2.87 | 4.08 | 4.00 | 2.32 | 3.84 | 3.22 | 2.25 | 2.42 | 0.64 |
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 |
|---|---|---|---|---|
| NDCRX (AMERICAN FUNDS RETIREMENT INCOME PORTFOLIO – ENHANCED CLASS C) |
1.02%
Mar 2017 – Mar 2020 |
2.36%
Sep 2017 – Sep 2022 |
7.12%
Oct 2015 – Oct 2025 |
0.00%
NA |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| NDCRX (AMERICAN FUNDS RETIREMENT INCOME PORTFOLIO – ENHANCED CLASS C) |
14.95%
Sep 2022 – Sep 2025 |
9.50%
Oct 2020 – Oct 2025 |
8.27%
Feb 2016 – Feb 2026 |
0.00%
NA |
Annualized Rolling Returns Comparison Chart