Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| FICWX (AMERICAN FUNDS RETIREMENT INCOME PORTFOLIO – CONSERVATIVE CLASS F-3) | 4.08% | 11.64% | 10.06% | 4.80% | NA | NA | NA | … | … |
Data as of 06/04/2026, Common starting date is 01/30/2017
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| FICWX (AMERICAN FUNDS RETIREMENT INCOME PORTFOLIO – CONSERVATIVE CLASS F-3) | 01/30/2017 | 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 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return (%) | 0.08 | 11.64 | 10.06 | 4.80 | NA | NA | NA | … | … | 4.08 | 13.44 | 7.09 | 7.28 | -9.81 | 8.84 | 8.83 | 13.56 | -2.54 | 7.81 |
| Sharpe Ratio | NA | 1.98 | 1.21 | 0.36 | NA | NA | NA | … | … | 1.32 | 1.80 | 0.66 | 0.58 | -1.22 | 1.84 | 0.76 | 3.29 | -0.79 | 2.76 |
| Standard Deviation(%) | NA | 4.94 | 5.85 | 6.55 | NA | NA | NA | … | … | 5.90 | 5.90 | 5.28 | 6.33 | 9.27 | 4.78 | 11.22 | 3.67 | 4.95 | 2.83 |
| Draw Down(%) | NA | 4.70 | 6.04 | 15.51 | NA | NA | NA | … | … | 4.70 | 4.91 | 3.14 | 6.04 | 15.51 | 2.27 | 13.57 | 1.43 | 6.32 | 1.03 |
| Yield(%) | 0.00 | 3.75 | 3.85 | 3.35 | 3.48 | 2.32 | 1.74 | … | … | 0.60 | 3.87 | 3.78 | 3.56 | 3.08 | 3.47 | 4.30 | 3.93 | 3.45 | 2.13 |
Data as of 06/04/2026, Common starting date is 01/30/2017
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| FICWX (AMERICAN FUNDS RETIREMENT INCOME PORTFOLIO – CONSERVATIVE CLASS F-3) |
0.43%
Apr 2021 – Apr 2024 |
2.51%
Sep 2017 – Sep 2022 |
0.00%
NA |
0.00%
NA |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| FICWX (AMERICAN FUNDS RETIREMENT INCOME PORTFOLIO – CONSERVATIVE CLASS F-3) |
10.76%
Sep 2022 – Sep 2025 |
6.23%
Feb 2017 – Feb 2022 |
0.00%
NA |
0.00%
NA |
Annualized Rolling Returns Comparison Chart