Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| RERPX (AMERICAN FUNDS RETIREMENT INCOME PORTFOLIO – MODERATE CLASS R-2) | 5.53% | 14.39% | 11.85% | 5.74% | 6.54% | NA | NA | … | … |
Data as of 06/04/2026, Common starting date is 08/31/2015
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| RERPX (AMERICAN FUNDS RETIREMENT INCOME PORTFOLIO – MODERATE 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 (%) | 0.07 | 14.39 | 11.85 | 5.74 | 6.54 | NA | NA | … | … | 5.53 | 14.99 | 8.46 | 8.64 | -10.64 | 11.48 | 6.92 | 14.73 | -4.31 | 10.52 | 7.27 | 1.49 |
| Sharpe Ratio | NA | 2.02 | 1.24 | 0.42 | 0.60 | NA | NA | … | … | 1.54 | 1.56 | 0.77 | 0.72 | -1.08 | 1.82 | 0.43 | 2.71 | -0.85 | 2.91 | 1.00 | 0.52 |
| Standard Deviation(%) | NA | 6.32 | 7.18 | 7.98 | 8.26 | NA | NA | … | … | 7.66 | 7.78 | 6.31 | 6.94 | 11.18 | 6.29 | 15.47 | 4.90 | 6.75 | 3.41 | 7.04 | 8.48 |
| Draw Down(%) | NA | 5.58 | 6.98 | 17.27 | 18.57 | NA | NA | … | … | 5.58 | 6.89 | 3.30 | 6.98 | 17.27 | 2.95 | 18.57 | 2.36 | 9.46 | 1.14 | 4.48 | 3.00 |
| Yield(%) | 0.00 | 5.29 | 4.02 | 3.48 | 3.72 | 2.70 | 2.02 | … | … | 0.43 | 5.55 | 2.82 | 3.08 | 3.79 | 3.13 | 3.62 | 3.72 | 3.10 | 2.36 | 2.57 | 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 |
|---|---|---|---|---|
| RERPX (AMERICAN FUNDS RETIREMENT INCOME PORTFOLIO – MODERATE CLASS R-2) |
1.02%
Sep 2019 – Sep 2022 |
2.12%
Sep 2017 – Sep 2022 |
6.15%
Oct 2015 – Oct 2025 |
0.00%
NA |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| RERPX (AMERICAN FUNDS RETIREMENT INCOME PORTFOLIO – MODERATE CLASS R-2) |
12.56%
Sep 2022 – Sep 2025 |
7.66%
Dec 2016 – Dec 2021 |
7.12%
Feb 2016 – Feb 2026 |
0.00%
NA |
Annualized Rolling Returns Comparison Chart