Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| RBRPX (AMERICAN FUNDS RETIREMENT INCOME PORTFOLIO – MODERATE CLASS R-1) | 3.90% | 12.37% | 10.88% | 5.23% | 6.23% | NA | NA | … | … |
Data as of 06/10/2026, Common starting date is 08/31/2015
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| RBRPX (AMERICAN FUNDS RETIREMENT INCOME PORTFOLIO – MODERATE CLASS R-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 (%) | -1.41 | 12.37 | 10.88 | 5.23 | 6.23 | NA | NA | … | … | 3.90 | 14.85 | 8.30 | 8.53 | -10.73 | 11.10 | 6.74 | 14.58 | -4.50 | 10.41 | 6.70 | 1.42 |
| Sharpe Ratio | NA | 1.61 | 1.12 | 0.35 | 0.56 | NA | NA | … | … | 1.00 | 1.56 | 0.74 | 0.71 | -1.10 | 1.78 | 0.42 | 2.71 | -0.88 | 2.89 | 0.93 | 0.50 |
| Standard Deviation(%) | NA | 6.44 | 7.15 | 7.95 | 8.26 | NA | NA | … | … | 7.78 | 7.69 | 6.29 | 6.95 | 11.12 | 6.24 | 15.55 | 4.83 | 6.72 | 3.38 | 7.00 | 8.38 |
| Draw Down(%) | NA | 5.60 | 7.00 | 17.33 | 18.53 | NA | NA | … | … | 5.60 | 6.88 | 3.31 | 7.00 | 17.33 | 2.89 | 18.53 | 2.35 | 9.54 | 1.17 | 4.58 | 3.10 |
| Yield(%) | 0.00 | 5.26 | 3.91 | 3.40 | 3.56 | 2.56 | 1.92 | … | … | 0.41 | 5.49 | 2.75 | 2.95 | 3.70 | 3.11 | 3.38 | 3.59 | 2.90 | 1.97 | 2.11 | 0.62 |
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 |
|---|---|---|---|---|
| RBRPX (AMERICAN FUNDS RETIREMENT INCOME PORTFOLIO – MODERATE CLASS R-1) |
0.76%
Sep 2019 – Sep 2022 |
1.90%
Sep 2017 – Sep 2022 |
5.93%
Oct 2015 – Oct 2025 |
0.00%
NA |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| RBRPX (AMERICAN FUNDS RETIREMENT INCOME PORTFOLIO – MODERATE CLASS R-1) |
12.47%
Sep 2022 – Sep 2025 |
7.46%
Dec 2016 – Dec 2021 |
6.92%
Feb 2016 – Feb 2026 |
0.00%
NA |
Annualized Rolling Returns Comparison Chart