Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| RCRPX (AMERICAN FUNDS RETIREMENT INCOME PORTFOLIO – ENHANCED CLASS R-1) | 6.94% | 17.38% | 14.16% | 7.22% | 7.81% | NA | NA | … | … |
Data as of 06/04/2026, Common starting date is 08/31/2015
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| RCRPX (AMERICAN FUNDS RETIREMENT INCOME PORTFOLIO – ENHANCED 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 (%) | 0.06 | 17.38 | 14.16 | 7.22 | 7.81 | NA | NA | … | … | 6.94 | 16.47 | 10.93 | 11.21 | -11.61 | 14.36 | 6.36 | 17.09 | -5.54 | 13.06 | 8.47 | 1.99 |
| Sharpe Ratio | NA | 2.13 | 1.32 | 0.51 | 0.61 | NA | NA | … | … | 1.73 | 1.41 | 0.98 | 0.97 | -0.98 | 1.87 | 0.30 | 2.47 | -0.81 | 3.07 | 0.94 | 0.56 |
| Standard Deviation(%) | NA | 7.54 | 8.51 | 9.52 | 10.26 | NA | NA | … | … | 9.08 | 9.66 | 7.43 | 7.87 | 13.39 | 7.66 | 20.03 | 6.32 | 8.63 | 4.05 | 8.81 | 10.66 |
| Draw Down(%) | NA | 6.38 | 9.33 | 18.77 | 23.70 | NA | NA | … | … | 6.38 | 9.33 | 3.57 | 7.55 | 18.77 | 3.31 | 23.70 | 3.22 | 12.08 | 1.32 | 5.85 | 3.65 |
| Yield(%) | 0.00 | 4.74 | 3.80 | 3.57 | 3.86 | 2.82 | 2.12 | … | … | 0.40 | 5.01 | 2.59 | 2.96 | 4.16 | 3.98 | 2.38 | 3.74 | 3.34 | 2.52 | 2.97 | 0.69 |
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 |
|---|---|---|---|---|
| RCRPX (AMERICAN FUNDS RETIREMENT INCOME PORTFOLIO – ENHANCED CLASS R-1) |
1.14%
Mar 2017 – Mar 2020 |
2.42%
Sep 2017 – Sep 2022 |
7.27%
Oct 2015 – Oct 2025 |
0.00%
NA |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| RCRPX (AMERICAN FUNDS RETIREMENT INCOME PORTFOLIO – ENHANCED CLASS R-1) |
14.97%
Sep 2022 – Sep 2025 |
9.53%
Oct 2020 – Oct 2025 |
8.39%
Feb 2016 – Feb 2026 |
0.00%
NA |
Annualized Rolling Returns Comparison Chart