Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| FIEWX (AMERICAN FUNDS RETIREMENT INCOME PORTFOLIO – ENHANCED CLASS F-3) | 7.39% | 18.47% | 15.27% | 8.28% | 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 |
|---|---|---|
| FIEWX (AMERICAN FUNDS RETIREMENT INCOME PORTFOLIO – ENHANCED 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 (%) | 0.06 | 18.47 | 15.27 | 8.28 | NA | NA | NA | … | … | 7.39 | 17.62 | 11.98 | 12.34 | -10.77 | 15.51 | 7.45 | 18.13 | -4.60 | 12.47 |
| Sharpe Ratio | NA | 2.27 | 1.46 | 0.62 | NA | NA | NA | … | … | 1.86 | 1.53 | 1.14 | 1.11 | -0.92 | 2.04 | 0.36 | 2.61 | -0.70 | 3.19 |
| Standard Deviation(%) | NA | 7.54 | 8.50 | 9.51 | NA | NA | NA | … | … | 9.07 | 9.68 | 7.36 | 7.92 | 13.37 | 7.60 | 20.09 | 6.38 | 8.62 | 4.05 |
| Draw Down(%) | NA | 6.28 | 9.19 | 18.23 | NA | NA | NA | … | … | 6.28 | 9.19 | 3.49 | 7.38 | 18.23 | 3.27 | 23.60 | 3.21 | 11.23 | 1.23 |
| Yield(%) | 0.00 | 6.34 | 5.13 | 4.63 | 4.67 | 3.11 | 2.34 | … | … | 0.60 | 6.71 | 3.63 | 3.94 | 5.00 | 5.07 | 3.31 | 4.91 | 4.20 | 3.23 |
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 |
|---|---|---|---|---|
| FIEWX (AMERICAN FUNDS RETIREMENT INCOME PORTFOLIO – ENHANCED CLASS F-3) |
2.07%
Mar 2017 – Mar 2020 |
3.42%
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 |
|---|---|---|---|---|
| FIEWX (AMERICAN FUNDS RETIREMENT INCOME PORTFOLIO – ENHANCED CLASS F-3) |
16.14%
Sep 2022 – Sep 2025 |
10.61%
Oct 2020 – Oct 2025 |
0.00%
NA |
0.00%
NA |
Annualized Rolling Returns Comparison Chart