Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| RGRPX (AMERICAN FUNDS RETIREMENT INCOME PORTFOLIO – CONSERVATIVE CLASS R-2E) | 2.50% | 9.52% | 8.65% | 3.74% | 5.28% | NA | NA | … | … |
Data as of 06/10/2026, Common starting date is 08/31/2015
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| RGRPX (AMERICAN FUNDS RETIREMENT INCOME PORTFOLIO – CONSERVATIVE CLASS R-2E) | 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 | 9.52 | 8.65 | 3.74 | 5.28 | NA | NA | … | … | 2.50 | 12.72 | 6.23 | 6.46 | -10.44 | 8.19 | 8.52 | 13.18 | -2.70 | 9.22 | 6.02 | 1.06 |
| Sharpe Ratio | NA | 1.41 | 0.95 | 0.20 | 0.57 | NA | NA | … | … | 0.65 | 1.66 | 0.49 | 0.45 | -1.29 | 1.74 | 0.73 | 3.22 | -0.84 | 3.11 | 1.09 | 0.50 |
| Standard Deviation(%) | NA | 5.16 | 5.94 | 6.59 | 6.43 | NA | NA | … | … | 6.15 | 5.96 | 5.36 | 6.35 | 9.25 | 4.69 | 11.22 | 3.64 | 4.90 | 2.77 | 5.31 | 6.19 |
| Draw Down(%) | NA | 4.77 | 6.29 | 15.99 | 15.99 | NA | NA | … | … | 4.77 | 4.98 | 3.29 | 6.42 | 15.99 | 2.34 | 13.56 | 1.42 | 6.49 | 1.03 | 3.20 | 2.34 |
| Yield(%) | 0.00 | 3.02 | 3.06 | 2.65 | 3.21 | 2.32 | 1.74 | … | … | 0.45 | 3.11 | 3.04 | 2.70 | 2.37 | 2.93 | 4.01 | 3.68 | 3.19 | 2.60 | 2.32 | 0.66 |
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 |
|---|---|---|---|---|
| RGRPX (AMERICAN FUNDS RETIREMENT INCOME PORTFOLIO – CONSERVATIVE CLASS R-2E) |
-0.29%
Apr 2021 – Apr 2024 |
2.14%
Sep 2017 – Sep 2022 |
5.20%
Oct 2015 – Oct 2025 |
0.00%
NA |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| RGRPX (AMERICAN FUNDS RETIREMENT INCOME PORTFOLIO – CONSERVATIVE CLASS R-2E) |
9.94%
Dec 2018 – Dec 2021 |
7.15%
Dec 2016 – Dec 2021 |
5.96%
Feb 2016 – Feb 2026 |
0.00%
NA |
Annualized Rolling Returns Comparison Chart