Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| RRRPX (AMERICAN FUNDS RETIREMENT INCOME PORTFOLIO – MODERATE CLASS R-5) | 4.30% | 13.42% | 11.94% | 6.28% | 7.23% | NA | NA | … | … |
Data as of 06/10/2026, Common starting date is 08/31/2015
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| RRRPX (AMERICAN FUNDS RETIREMENT INCOME PORTFOLIO – MODERATE 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 (%) | -1.39 | 13.42 | 11.94 | 6.28 | 7.23 | NA | NA | … | … | 4.30 | 15.96 | 9.38 | 9.57 | -9.88 | 12.46 | 7.59 | 15.73 | -3.65 | 11.46 | 7.35 | 1.50 |
| Sharpe Ratio | NA | 1.77 | 1.27 | 0.48 | 0.68 | NA | NA | … | … | 1.11 | 1.70 | 0.91 | 0.86 | -1.02 | 1.99 | 0.47 | 2.91 | -0.75 | 3.20 | 1.01 | 0.53 |
| Standard Deviation(%) | NA | 6.50 | 7.17 | 7.97 | 8.25 | NA | NA | … | … | 7.82 | 7.72 | 6.32 | 6.90 | 11.15 | 6.26 | 15.43 | 4.90 | 6.77 | 3.39 | 7.05 | 8.33 |
| Draw Down(%) | NA | 5.55 | 6.81 | 16.72 | 18.47 | NA | NA | … | … | 5.55 | 6.81 | 3.20 | 6.73 | 16.72 | 2.82 | 18.47 | 2.34 | 8.80 | 1.05 | 4.48 | 3.00 |
| Yield(%) | 0.00 | 6.14 | 4.89 | 4.26 | 4.54 | 3.26 | 2.45 | … | … | 0.61 | 6.46 | 3.68 | 3.88 | 4.52 | 4.03 | 4.11 | 4.52 | 3.83 | 2.89 | 2.65 | 0.70 |
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 |
|---|---|---|---|---|
| RRRPX (AMERICAN FUNDS RETIREMENT INCOME PORTFOLIO – MODERATE CLASS R-5) |
1.78%
Sep 2019 – Sep 2022 |
2.92%
Sep 2017 – Sep 2022 |
6.91%
Oct 2015 – Oct 2025 |
0.00%
NA |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| RRRPX (AMERICAN FUNDS RETIREMENT INCOME PORTFOLIO – MODERATE CLASS R-5) |
13.56%
Sep 2022 – Sep 2025 |
8.50%
Dec 2016 – Dec 2021 |
7.93%
Feb 2016 – Feb 2026 |
0.00%
NA |
Annualized Rolling Returns Comparison Chart