Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| RRPPX (AMERICAN FUNDS RETIREMENT INCOME PORTFOLIO – MODERATE CLASS R-5E) | 4.27% | 13.23% | 11.83% | 6.18% | 7.19% | NA | NA | … | … |
Data as of 06/10/2026, Common starting date is 11/23/2015
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| RRPPX (AMERICAN FUNDS RETIREMENT INCOME PORTFOLIO – MODERATE CLASS R-5E) | 11/23/2015 | 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 (%) | -1.40 | 13.23 | 11.83 | 6.18 | 7.19 | NA | NA | … | … | 4.27 | 15.79 | 9.30 | 9.41 | -9.90 | 12.30 | 7.84 | 15.66 | -3.74 | 11.55 | 7.44 | -1.11 |
| Sharpe Ratio | NA | 1.74 | 1.24 | 0.47 | 0.68 | NA | NA | … | … | 1.10 | 1.68 | 0.91 | 0.84 | -1.02 | 1.97 | 0.49 | 2.87 | -0.77 | 3.19 | 1.03 | -1.23 |
| Standard Deviation(%) | NA | 6.52 | 7.20 | 7.96 | 8.26 | NA | NA | … | … | 7.90 | 7.73 | 6.28 | 6.92 | 11.11 | 6.22 | 15.51 | 4.94 | 6.71 | 3.43 | 7.03 | 8.45 |
| Draw Down(%) | NA | 5.55 | 6.86 | 16.80 | 18.49 | NA | NA | … | … | 5.55 | 6.79 | 3.21 | 6.86 | 16.80 | 2.82 | 18.49 | 2.26 | 8.86 | 1.11 | 4.49 | 2.63 |
| Yield(%) | 0.00 | 6.02 | 4.78 | 4.19 | 4.52 | 3.17 | 2.38 | … | … | 0.57 | 6.35 | 3.59 | 3.82 | 4.48 | 4.03 | 4.38 | 4.44 | 3.75 | 2.97 | 2.73 | 0.75 |
Data as of 06/10/2026, Common starting date is 11/23/2015
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| RRPPX (AMERICAN FUNDS RETIREMENT INCOME PORTFOLIO – MODERATE CLASS R-5E) |
1.80%
Sep 2019 – Sep 2022 |
2.90%
Sep 2017 – Sep 2022 |
6.99%
Mar 2016 – Mar 2026 |
0.00%
NA |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| RRPPX (AMERICAN FUNDS RETIREMENT INCOME PORTFOLIO – MODERATE CLASS R-5E) |
13.42%
Sep 2022 – Sep 2025 |
8.51%
Dec 2016 – Dec 2021 |
7.90%
Feb 2016 – Feb 2026 |
0.00%
NA |
Annualized Rolling Returns Comparison Chart