Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| RARPX (AMERICAN FUNDS RETIREMENT INCOME PORTFOLIO – CONSERVATIVE CLASS R-1) | 3.56% | 10.50% | 8.92% | 3.72% | 4.81% | NA | NA | … | … |
Data as of 06/04/2026, Common starting date is 08/31/2015
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| RARPX (AMERICAN FUNDS RETIREMENT INCOME PORTFOLIO – CONSERVATIVE CLASS R-1) | 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 (%) | 0.00 | 10.50 | 8.92 | 3.72 | 4.81 | NA | NA | … | … | 3.56 | 12.36 | 6.05 | 6.04 | -10.65 | 7.68 | 7.71 | 12.33 | -3.53 | 8.09 | 5.32 | 1.06 |
| Sharpe Ratio | NA | 1.73 | 1.02 | 0.20 | 0.50 | NA | NA | … | … | 1.10 | 1.61 | 0.45 | 0.38 | -1.30 | 1.64 | 0.66 | 2.98 | -1.01 | 2.68 | 0.95 | 0.50 |
| Standard Deviation(%) | NA | 5.01 | 5.89 | 6.57 | 6.43 | NA | NA | … | … | 6.05 | 5.92 | 5.34 | 6.28 | 9.32 | 4.67 | 11.22 | 3.64 | 4.91 | 2.78 | 5.35 | 6.24 |
| Draw Down(%) | NA | 4.70 | 6.30 | 16.23 | 16.23 | NA | NA | … | … | 4.70 | 5.04 | 3.33 | 6.60 | 16.23 | 2.30 | 13.63 | 1.52 | 7.18 | 1.03 | 3.20 | 2.44 |
| Yield(%) | 0.00 | 2.73 | 2.79 | 2.40 | 2.64 | 1.91 | 1.43 | … | … | 0.39 | 2.81 | 2.75 | 2.56 | 2.12 | 2.42 | 3.26 | 2.93 | 2.45 | 1.60 | 1.72 | 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 |
|---|---|---|---|---|
| RARPX (AMERICAN FUNDS RETIREMENT INCOME PORTFOLIO – CONSERVATIVE CLASS R-1) |
-0.60%
Apr 2021 – Apr 2024 |
1.43%
Sep 2017 – Sep 2022 |
4.62%
Oct 2015 – Oct 2025 |
0.00%
NA |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| RARPX (AMERICAN FUNDS RETIREMENT INCOME PORTFOLIO – CONSERVATIVE CLASS R-1) |
9.66%
Sep 2022 – Sep 2025 |
6.32%
Dec 2016 – Dec 2021 |
5.35%
Feb 2016 – Feb 2026 |
0.00%
NA |
Annualized Rolling Returns Comparison Chart