Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| FCFWX (AMERICAN FUNDS RETIREMENT INCOME PORTFOLIO – ENHANCED CLASS F-1) | 7.23% | 18.12% | 14.87% | 7.87% | 8.42% | NA | NA | … | … |
Data as of 06/04/2026, Common starting date is 08/31/2015
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| FCFWX (AMERICAN FUNDS RETIREMENT INCOME PORTFOLIO – ENHANCED CLASS F-1) | 08/31/2015 | 06/04/2026 |
| 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 (%) | 0.06 | 18.12 | 14.87 | 7.87 | 8.42 | NA | NA | … | … | 7.23 | 17.19 | 11.58 | 11.90 | -11.04 | 15.09 | 7.05 | 17.71 | -5.01 | 13.67 | 8.52 | 1.91 |
| Sharpe Ratio | NA | 2.21 | 1.41 | 0.58 | 0.67 | NA | NA | … | … | 1.80 | 1.49 | 1.09 | 1.06 | -0.94 | 1.96 | 0.34 | 2.59 | -0.74 | 3.21 | 0.95 | 0.53 |
| Standard Deviation(%) | NA | 7.53 | 8.48 | 9.50 | 10.25 | NA | NA | … | … | 9.04 | 9.66 | 7.34 | 7.84 | 13.36 | 7.68 | 20.07 | 6.27 | 8.67 | 4.07 | 8.74 | 10.76 |
| Draw Down(%) | NA | 6.29 | 9.19 | 18.46 | 23.62 | NA | NA | … | … | 6.29 | 9.19 | 3.49 | 7.40 | 18.46 | 3.29 | 23.62 | 3.21 | 11.53 | 1.32 | 5.76 | 3.75 |
| Yield(%) | 0.00 | 5.96 | 4.71 | 4.27 | 4.58 | 3.34 | 2.50 | … | … | 0.52 | 6.31 | 3.24 | 3.53 | 4.66 | 4.68 | 2.95 | 4.52 | 3.87 | 2.91 | 3.03 | 0.71 |
Data as of 06/04/2026, 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 |
|---|---|---|---|---|
| FCFWX (AMERICAN FUNDS RETIREMENT INCOME PORTFOLIO – ENHANCED CLASS F-1) |
1.71%
Mar 2017 – Mar 2020 |
3.03%
Sep 2017 – Sep 2022 |
7.84%
Oct 2015 – Oct 2025 |
0.00%
NA |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| FCFWX (AMERICAN FUNDS RETIREMENT INCOME PORTFOLIO – ENHANCED CLASS F-1) |
15.73%
Sep 2022 – Sep 2025 |
10.22%
Oct 2020 – Oct 2025 |
8.98%
Feb 2016 – Feb 2026 |
0.00%
NA |
Annualized Rolling Returns Comparison Chart