Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| FDFWX (AMERICAN FUNDS RETIREMENT INCOME PORTFOLIO – CONSERVATIVE CLASS F-2) | 3.98% | 11.55% | 9.95% | 4.68% | 5.80% | NA | NA | … | … |
Data as of 06/04/2026, Common starting date is 08/31/2015
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| FDFWX (AMERICAN FUNDS RETIREMENT INCOME PORTFOLIO – CONSERVATIVE CLASS F-2) | 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 (%) | 0.08 | 11.55 | 9.95 | 4.68 | 5.80 | NA | NA | … | … | 3.98 | 13.43 | 6.99 | 7.07 | -9.83 | 8.74 | 8.62 | 13.45 | -2.55 | 9.19 | 6.13 | 1.13 |
| Sharpe Ratio | NA | 1.94 | 1.19 | 0.35 | 0.66 | NA | NA | … | … | 1.26 | 1.79 | 0.62 | 0.54 | -1.24 | 1.90 | 0.75 | 3.36 | -0.81 | 3.11 | 1.13 | 0.53 |
| Standard Deviation(%) | NA | 5.05 | 5.92 | 6.54 | 6.38 | NA | NA | … | … | 6.13 | 5.91 | 5.40 | 6.34 | 9.14 | 4.58 | 11.17 | 3.56 | 4.90 | 2.76 | 5.23 | 6.29 |
| Draw Down(%) | NA | 4.64 | 6.15 | 15.49 | 15.49 | NA | NA | … | … | 4.64 | 4.93 | 3.13 | 6.15 | 15.49 | 2.29 | 13.48 | 1.36 | 6.40 | 1.03 | 3.20 | 2.44 |
| Yield(%) | 0.00 | 3.67 | 3.75 | 3.25 | 3.63 | 2.62 | 1.96 | … | … | 0.59 | 3.77 | 3.68 | 3.46 | 2.98 | 3.38 | 4.19 | 3.83 | 3.34 | 2.57 | 2.52 | 0.73 |
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 |
|---|---|---|---|---|
| FDFWX (AMERICAN FUNDS RETIREMENT INCOME PORTFOLIO – CONSERVATIVE CLASS F-2) |
0.36%
Apr 2021 – Apr 2024 |
2.43%
Sep 2017 – Sep 2022 |
5.59%
Oct 2015 – Oct 2025 |
0.00%
NA |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| FDFWX (AMERICAN FUNDS RETIREMENT INCOME PORTFOLIO – CONSERVATIVE CLASS F-2) |
10.65%
Sep 2022 – Sep 2025 |
7.35%
Dec 2016 – Dec 2021 |
6.35%
Feb 2016 – Feb 2026 |
0.00%
NA |
Annualized Rolling Returns Comparison Chart