Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| FGFWX (AMERICAN FUNDS RETIREMENT INCOME PORTFOLIO – ENHANCED CLASS F-2) | 7.35% | 18.41% | 15.17% | 8.16% | 8.70% | NA | NA | … | … |
Data as of 06/04/2026, Common starting date is 08/31/2015
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| FGFWX (AMERICAN FUNDS RETIREMENT INCOME PORTFOLIO – ENHANCED 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 (%) | 0.12 | 18.41 | 15.17 | 8.16 | 8.70 | NA | NA | … | … | 7.35 | 17.49 | 11.87 | 12.21 | -10.77 | 15.38 | 7.33 | 17.98 | -4.71 | 13.84 | 8.75 | 2.05 |
| Sharpe Ratio | NA | 2.26 | 1.44 | 0.61 | 0.70 | NA | NA | … | … | 1.84 | 1.52 | 1.11 | 1.10 | -0.91 | 2.01 | 0.35 | 2.60 | -0.71 | 3.28 | 0.97 | 0.58 |
| Standard Deviation(%) | NA | 7.52 | 8.48 | 9.52 | 10.26 | NA | NA | … | … | 9.04 | 9.65 | 7.40 | 7.86 | 13.39 | 7.64 | 20.08 | 6.36 | 8.64 | 4.04 | 8.77 | 10.68 |
| Draw Down(%) | NA | 6.29 | 9.20 | 18.27 | 23.66 | NA | NA | … | … | 6.29 | 9.20 | 3.48 | 7.32 | 18.27 | 3.29 | 23.66 | 3.21 | 11.37 | 1.34 | 5.85 | 3.65 |
| Yield(%) | 0.00 | 6.23 | 5.01 | 4.53 | 4.88 | 3.56 | 2.67 | … | … | 0.58 | 6.60 | 3.53 | 3.83 | 4.91 | 4.96 | 3.20 | 4.79 | 4.09 | 3.17 | 3.25 | 0.75 |
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 |
|---|---|---|---|---|
| FGFWX (AMERICAN FUNDS RETIREMENT INCOME PORTFOLIO – ENHANCED CLASS F-2) |
1.96%
Mar 2017 – Mar 2020 |
3.29%
Sep 2017 – Sep 2022 |
8.11%
Oct 2015 – Oct 2025 |
0.00%
NA |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| FGFWX (AMERICAN FUNDS RETIREMENT INCOME PORTFOLIO – ENHANCED CLASS F-2) |
16.04%
Sep 2022 – Sep 2025 |
10.49%
Oct 2020 – Oct 2025 |
9.27%
Feb 2016 – Feb 2026 |
0.00%
NA |
Annualized Rolling Returns Comparison Chart