Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| NBCRX (AMERICAN FUNDS RETIREMENT INCOME PORTFOLIO – MODERATE CLASS C) | 5.52% | 14.28% | 11.70% | 5.60% | 6.37% | NA | NA | … | … |
Data as of 06/04/2026, Common starting date is 08/31/2015
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| NBCRX (AMERICAN FUNDS RETIREMENT INCOME PORTFOLIO – MODERATE CLASS C) | 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 (%) | 0.07 | 14.28 | 11.70 | 5.60 | 6.37 | NA | NA | … | … | 5.52 | 14.78 | 8.37 | 8.47 | -10.71 | 11.22 | 6.78 | 14.57 | -4.49 | 10.38 | 6.60 | 1.26 |
| Sharpe Ratio | NA | 1.99 | 1.22 | 0.40 | 0.58 | NA | NA | … | … | 1.52 | 1.55 | 0.75 | 0.70 | -1.09 | 1.80 | 0.42 | 2.66 | -0.87 | 2.90 | 0.91 | 0.44 |
| Standard Deviation(%) | NA | 6.35 | 7.17 | 7.97 | 8.25 | NA | NA | … | … | 7.74 | 7.72 | 6.33 | 6.94 | 11.17 | 6.22 | 15.45 | 4.92 | 6.74 | 3.37 | 7.00 | 8.54 |
| Draw Down(%) | NA | 5.60 | 7.04 | 17.37 | 18.60 | NA | NA | … | … | 5.60 | 6.92 | 3.31 | 7.04 | 17.37 | 2.92 | 18.60 | 2.36 | 9.56 | 1.18 | 4.59 | 3.10 |
| Yield(%) | 0.00 | 5.18 | 3.86 | 3.35 | 3.52 | 2.54 | 1.90 | … | … | 0.40 | 5.43 | 2.65 | 2.89 | 3.67 | 3.04 | 3.41 | 3.55 | 2.93 | 2.01 | 2.10 | 0.66 |
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 |
|---|---|---|---|---|
| NBCRX (AMERICAN FUNDS RETIREMENT INCOME PORTFOLIO – MODERATE CLASS C) |
0.80%
Sep 2019 – Sep 2022 |
1.94%
Sep 2017 – Sep 2022 |
5.94%
Oct 2015 – Oct 2025 |
0.00%
NA |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| NBCRX (AMERICAN FUNDS RETIREMENT INCOME PORTFOLIO – MODERATE CLASS C) |
12.46%
Sep 2022 – Sep 2025 |
7.48%
Dec 2016 – Dec 2021 |
6.92%
Feb 2016 – Feb 2026 |
0.00%
NA |
Annualized Rolling Returns Comparison Chart