Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| FIMWX (AMERICAN FUNDS RETIREMENT INCOME PORTFOLIO – MODERATE CLASS F-3) | 5.95% | 15.55% | 12.88% | 6.71% | 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 |
|---|---|---|
| FIMWX (AMERICAN FUNDS RETIREMENT INCOME PORTFOLIO – MODERATE 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 (%) | 0.07 | 15.55 | 12.88 | 6.71 | NA | NA | NA | … | … | 5.95 | 16.08 | 9.39 | 9.65 | -9.79 | 12.37 | 7.85 | 15.74 | -3.50 | 10.35 |
| Sharpe Ratio | NA | 2.20 | 1.39 | 0.54 | NA | NA | NA | … | … | 1.67 | 1.71 | 0.91 | 0.87 | -1.01 | 1.98 | 0.49 | 2.95 | -0.73 | 3.23 |
| Standard Deviation(%) | NA | 6.35 | 7.16 | 7.98 | NA | NA | NA | … | … | 7.71 | 7.76 | 6.34 | 6.92 | 11.20 | 6.24 | 15.46 | 4.83 | 6.74 | 3.28 |
| Draw Down(%) | NA | 5.50 | 6.83 | 16.74 | NA | NA | NA | … | … | 5.50 | 6.83 | 3.21 | 6.75 | 16.74 | 2.81 | 18.50 | 2.35 | 8.69 | 1.12 |
| Yield(%) | 0.00 | 6.22 | 5.00 | 4.33 | 4.37 | 2.91 | 2.19 | … | … | 0.62 | 6.53 | 3.76 | 3.94 | 4.59 | 4.10 | 4.40 | 4.61 | 3.90 | 3.00 |
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 |
|---|---|---|---|---|
| FIMWX (AMERICAN FUNDS RETIREMENT INCOME PORTFOLIO – MODERATE CLASS F-3) |
1.86%
Sep 2019 – Sep 2022 |
3.00%
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 |
|---|---|---|---|---|
| FIMWX (AMERICAN FUNDS RETIREMENT INCOME PORTFOLIO – MODERATE CLASS F-3) |
13.61%
Sep 2022 – Sep 2025 |
8.54%
Oct 2020 – Oct 2025 |
0.00%
NA |
0.00%
NA |
Annualized Rolling Returns Comparison Chart