Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| RQRPX (AMERICAN FUNDS RETIREMENT INCOME PORTFOLIO – CONSERVATIVE CLASS R-5) | 2.89% | 10.31% | 9.44% | 4.47% | 5.73% | NA | NA | … | … |
Data as of 06/10/2026, Common starting date is 08/31/2015
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| RQRPX (AMERICAN FUNDS RETIREMENT INCOME PORTFOLIO – CONSERVATIVE CLASS R-5) | 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 | 10.31 | 9.44 | 4.47 | 5.73 | NA | NA | … | … | 2.89 | 13.45 | 7.03 | 7.11 | -9.79 | 8.81 | 8.69 | 13.58 | -2.61 | 9.18 | 5.98 | 1.06 |
| Sharpe Ratio | NA | 1.58 | 1.08 | 0.31 | 0.64 | NA | NA | … | … | 0.80 | 1.79 | 0.63 | 0.55 | -1.23 | 1.90 | 0.75 | 3.39 | -0.82 | 3.12 | 1.08 | 0.50 |
| Standard Deviation(%) | NA | 5.13 | 5.93 | 6.56 | 6.41 | NA | NA | … | … | 6.16 | 5.93 | 5.38 | 6.33 | 9.18 | 4.63 | 11.19 | 3.57 | 4.91 | 2.74 | 5.32 | 6.26 |
| Draw Down(%) | NA | 4.70 | 6.13 | 15.53 | 15.53 | NA | NA | … | … | 4.70 | 4.91 | 3.14 | 6.13 | 15.53 | 2.27 | 13.56 | 1.36 | 6.37 | 1.03 | 3.20 | 2.44 |
| Yield(%) | 0.00 | 3.69 | 3.77 | 3.29 | 3.66 | 2.63 | 1.97 | … | … | 0.59 | 3.81 | 3.72 | 3.50 | 3.01 | 3.46 | 4.27 | 3.87 | 3.37 | 2.56 | 2.28 | 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 |
|---|---|---|---|---|
| RQRPX (AMERICAN FUNDS RETIREMENT INCOME PORTFOLIO – CONSERVATIVE CLASS R-5) |
0.38%
Apr 2021 – Apr 2024 |
2.49%
Sep 2017 – Sep 2022 |
5.60%
Oct 2015 – Oct 2025 |
0.00%
NA |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| RQRPX (AMERICAN FUNDS RETIREMENT INCOME PORTFOLIO – CONSERVATIVE CLASS R-5) |
10.68%
Sep 2022 – Sep 2025 |
7.39%
Dec 2016 – Dec 2021 |
6.38%
Feb 2016 – Feb 2026 |
0.00%
NA |
Annualized Rolling Returns Comparison Chart