Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| RDRPX (AMERICAN FUNDS RETIREMENT INCOME PORTFOLIO – CONSERVATIVE CLASS R-2) | 3.56% | 10.54% | 8.96% | 3.75% | 4.92% | NA | NA | … | … |
Data as of 06/04/2026, Common starting date is 08/31/2015
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| RDRPX (AMERICAN FUNDS RETIREMENT INCOME PORTFOLIO – CONSERVATIVE CLASS R-2) | 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 (%) | 0.08 | 10.54 | 8.96 | 3.75 | 4.92 | NA | NA | … | … | 3.56 | 12.48 | 6.02 | 6.17 | -10.72 | 7.81 | 7.88 | 12.48 | -3.33 | 8.31 | 5.59 | 1.05 |
| Sharpe Ratio | NA | 1.76 | 1.02 | 0.21 | 0.52 | NA | NA | … | … | 1.09 | 1.64 | 0.45 | 0.40 | -1.32 | 1.66 | 0.68 | 3.01 | -0.96 | 2.75 | 0.99 | 0.49 |
| Standard Deviation(%) | NA | 5.01 | 5.89 | 6.55 | 6.43 | NA | NA | … | … | 6.07 | 5.88 | 5.34 | 6.35 | 9.24 | 4.68 | 11.25 | 3.66 | 4.94 | 2.79 | 5.41 | 6.33 |
| Draw Down(%) | NA | 4.69 | 6.40 | 16.20 | 16.20 | NA | NA | … | … | 4.69 | 4.96 | 3.39 | 6.66 | 16.20 | 2.28 | 13.60 | 1.52 | 6.94 | 1.03 | 3.20 | 2.44 |
| Yield(%) | 0.00 | 2.76 | 2.83 | 2.43 | 2.75 | 2.00 | 1.50 | … | … | 0.40 | 2.84 | 2.81 | 2.58 | 2.12 | 2.46 | 3.50 | 2.98 | 2.66 | 1.81 | 1.99 | 0.65 |
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 |
|---|---|---|---|---|
| RDRPX (AMERICAN FUNDS RETIREMENT INCOME PORTFOLIO – CONSERVATIVE CLASS R-2) |
-0.57%
Apr 2021 – Apr 2024 |
1.59%
Sep 2017 – Sep 2022 |
4.74%
Oct 2015 – Oct 2025 |
0.00%
NA |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| RDRPX (AMERICAN FUNDS RETIREMENT INCOME PORTFOLIO – CONSERVATIVE CLASS R-2) |
9.67%
Sep 2022 – Sep 2025 |
6.49%
Dec 2016 – Dec 2021 |
5.48%
Feb 2016 – Feb 2026 |
0.00%
NA |
Annualized Rolling Returns Comparison Chart