Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| FBFWX (AMERICAN FUNDS RETIREMENT INCOME PORTFOLIO – MODERATE CLASS F-1) | 4.53% | 13.79% | 12.01% | 6.09% | 6.97% | NA | NA | … | … |
Data as of 06/05/2026, Common starting date is 08/31/2015
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| FBFWX (AMERICAN FUNDS RETIREMENT INCOME PORTFOLIO – MODERATE CLASS F-1) | 08/31/2015 | 06/05/2026 |
| 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 (%) | -1.25 | 13.79 | 12.01 | 6.09 | 6.97 | NA | NA | … | … | 4.53 | 15.59 | 9.08 | 9.27 | -10.12 | 12.08 | 7.42 | 15.35 | -3.85 | 11.14 | 7.39 | 1.44 |
| Sharpe Ratio | NA | 2.13 | 1.33 | 0.50 | 0.67 | NA | NA | … | … | 1.62 | 1.65 | 0.87 | 0.82 | -1.03 | 1.93 | 0.46 | 2.81 | -0.78 | 3.11 | 1.01 | 0.51 |
| Standard Deviation(%) | NA | 6.35 | 7.15 | 7.97 | 8.26 | NA | NA | … | … | 7.68 | 7.74 | 6.29 | 6.91 | 11.20 | 6.23 | 15.47 | 4.94 | 6.74 | 3.38 | 7.09 | 8.42 |
| Draw Down(%) | NA | 5.58 | 6.83 | 16.95 | 18.50 | NA | NA | … | … | 5.58 | 6.82 | 3.29 | 6.83 | 16.95 | 2.82 | 18.50 | 2.26 | 9.01 | 1.10 | 4.49 | 3.00 |
| Yield(%) | 0.00 | 5.86 | 4.60 | 3.99 | 4.26 | 3.08 | 2.31 | … | … | 0.54 | 6.16 | 3.37 | 3.58 | 4.27 | 3.72 | 4.08 | 4.24 | 3.55 | 2.67 | 2.68 | 0.74 |
Data as of 06/05/2026, 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 |
|---|---|---|---|---|
| FBFWX (AMERICAN FUNDS RETIREMENT INCOME PORTFOLIO – MODERATE CLASS F-1) |
1.49%
Sep 2019 – Sep 2022 |
2.63%
Sep 2017 – Sep 2022 |
6.65%
Oct 2015 – Oct 2025 |
0.00%
NA |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| FBFWX (AMERICAN FUNDS RETIREMENT INCOME PORTFOLIO – MODERATE CLASS F-1) |
13.21%
Sep 2022 – Sep 2025 |
8.21%
Dec 2016 – Dec 2021 |
7.66%
Feb 2016 – Feb 2026 |
0.00%
NA |
Annualized Rolling Returns Comparison Chart