Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| RMRPX (AMERICAN FUNDS RETIREMENT INCOME PORTFOLIO – CONSERVATIVE CLASS R-4) | 2.79% | 10.10% | 9.14% | 4.18% | 5.44% | NA | NA | … | … |
Data as of 06/10/2026, Common starting date is 08/31/2015
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| RMRPX (AMERICAN FUNDS RETIREMENT INCOME PORTFOLIO – CONSERVATIVE CLASS R-4) | 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 (%) | -0.83 | 10.10 | 9.14 | 4.18 | 5.44 | NA | NA | … | … | 2.79 | 13.14 | 6.73 | 6.88 | -10.04 | 8.41 | 8.33 | 13.21 | -2.98 | 8.95 | 5.99 | 1.06 |
| Sharpe Ratio | NA | 1.51 | 1.03 | 0.26 | 0.59 | NA | NA | … | … | 0.73 | 1.75 | 0.59 | 0.51 | -1.25 | 1.81 | 0.72 | 3.28 | -0.89 | 2.96 | 1.08 | 0.50 |
| Standard Deviation(%) | NA | 5.11 | 5.91 | 6.56 | 6.41 | NA | NA | … | … | 6.14 | 5.89 | 5.31 | 6.34 | 9.23 | 4.63 | 11.19 | 3.58 | 4.89 | 2.81 | 5.36 | 6.26 |
| Draw Down(%) | NA | 4.66 | 6.17 | 15.70 | 15.70 | NA | NA | … | … | 4.66 | 4.86 | 3.20 | 6.17 | 15.70 | 2.26 | 13.58 | 1.36 | 6.66 | 1.03 | 3.20 | 2.44 |
| Yield(%) | 0.00 | 3.38 | 3.44 | 2.99 | 3.29 | 2.36 | 1.77 | … | … | 0.52 | 3.49 | 3.36 | 3.21 | 2.76 | 3.01 | 3.23 | 3.59 | 3.00 | 2.43 | 2.29 | 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 |
|---|---|---|---|---|
| RMRPX (AMERICAN FUNDS RETIREMENT INCOME PORTFOLIO – CONSERVATIVE CLASS R-4) |
0.11%
Apr 2021 – Apr 2024 |
2.14%
Sep 2017 – Sep 2022 |
5.32%
Oct 2015 – Oct 2025 |
0.00%
NA |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| RMRPX (AMERICAN FUNDS RETIREMENT INCOME PORTFOLIO – CONSERVATIVE CLASS R-4) |
10.39%
Sep 2022 – Sep 2025 |
7.04%
Dec 2016 – Dec 2021 |
6.08%
Feb 2016 – Feb 2026 |
0.00%
NA |
Annualized Rolling Returns Comparison Chart