Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| RURPX (AMERICAN FUNDS RETIREMENT INCOME PORTFOLIO – MODERATE CLASS R-6) | 4.31% | 13.49% | 12.01% | 6.35% | 7.32% | NA | NA | … | … |
Data as of 06/10/2026, Common starting date is 08/31/2015
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| RURPX (AMERICAN FUNDS RETIREMENT INCOME PORTFOLIO – MODERATE CLASS R-6) | 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 | 13.49 | 12.01 | 6.35 | 7.32 | NA | NA | … | … | 4.31 | 16.04 | 9.46 | 9.63 | -9.85 | 12.44 | 7.82 | 15.82 | -3.60 | 11.58 | 7.54 | 1.51 |
| Sharpe Ratio | NA | 1.80 | 1.27 | 0.49 | 0.69 | NA | NA | … | … | 1.13 | 1.71 | 0.92 | 0.87 | -1.01 | 1.98 | 0.49 | 2.97 | -0.74 | 3.23 | 1.04 | 0.54 |
| Standard Deviation(%) | NA | 6.45 | 7.19 | 7.99 | 8.26 | NA | NA | … | … | 7.73 | 7.74 | 6.35 | 6.92 | 11.20 | 6.27 | 15.44 | 4.82 | 6.75 | 3.40 | 7.06 | 8.35 |
| Draw Down(%) | NA | 5.55 | 6.82 | 16.71 | 18.47 | NA | NA | … | … | 5.55 | 6.81 | 3.20 | 6.82 | 16.71 | 2.88 | 18.47 | 2.34 | 8.77 | 1.12 | 4.48 | 3.00 |
| Yield(%) | 0.00 | 6.19 | 4.95 | 4.31 | 4.64 | 3.34 | 2.50 | … | … | 0.62 | 6.52 | 3.75 | 3.93 | 4.58 | 4.09 | 4.37 | 4.60 | 3.88 | 3.00 | 2.84 | 0.71 |
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 |
|---|---|---|---|---|
| RURPX (AMERICAN FUNDS RETIREMENT INCOME PORTFOLIO – MODERATE CLASS R-6) |
1.85%
Sep 2019 – Sep 2022 |
2.99%
Sep 2017 – Sep 2022 |
6.99%
Oct 2015 – Oct 2025 |
0.00%
NA |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| RURPX (AMERICAN FUNDS RETIREMENT INCOME PORTFOLIO – MODERATE CLASS R-6) |
13.61%
Sep 2022 – Sep 2025 |
8.60%
Dec 2016 – Dec 2021 |
8.02%
Feb 2016 – Feb 2026 |
0.00%
NA |
Annualized Rolling Returns Comparison Chart