Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| RFRPX (AMERICAN FUNDS RETIREMENT INCOME PORTFOLIO – ENHANCED CLASS R-2) | 6.94% | 17.49% | 14.31% | 7.34% | 7.90% | NA | NA | … | … |
Data as of 06/04/2026, Common starting date is 08/31/2015
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| RFRPX (AMERICAN FUNDS RETIREMENT INCOME PORTFOLIO – ENHANCED 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 (%) | 0.06 | 17.49 | 14.31 | 7.34 | 7.90 | NA | NA | … | … | 6.94 | 16.66 | 11.08 | 11.36 | -11.52 | 14.50 | 6.63 | 17.15 | -5.50 | 13.21 | 7.94 | 1.90 |
| Sharpe Ratio | NA | 2.14 | 1.34 | 0.52 | 0.62 | NA | NA | … | … | 1.74 | 1.44 | 1.02 | 0.99 | -0.97 | 1.87 | 0.32 | 2.45 | -0.80 | 3.07 | 0.88 | 0.53 |
| Standard Deviation(%) | NA | 7.50 | 8.47 | 9.50 | 10.24 | NA | NA | … | … | 9.02 | 9.64 | 7.33 | 7.88 | 13.37 | 7.72 | 19.94 | 6.39 | 8.66 | 4.10 | 8.82 | 10.64 |
| Draw Down(%) | NA | 6.33 | 9.26 | 18.69 | 23.65 | NA | NA | … | … | 6.33 | 9.26 | 3.59 | 7.55 | 18.69 | 3.34 | 23.65 | 3.23 | 11.88 | 1.23 | 5.85 | 3.75 |
| Yield(%) | 0.00 | 5.45 | 4.17 | 3.82 | 4.07 | 2.96 | 2.22 | … | … | 0.47 | 5.75 | 2.69 | 3.07 | 4.27 | 4.22 | 2.64 | 4.02 | 3.49 | 2.54 | 2.75 | 0.60 |
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 |
|---|---|---|---|---|
| RFRPX (AMERICAN FUNDS RETIREMENT INCOME PORTFOLIO – ENHANCED CLASS R-2) |
1.24%
Mar 2017 – Mar 2020 |
2.55%
Sep 2017 – Sep 2022 |
7.33%
Oct 2015 – Oct 2025 |
0.00%
NA |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| RFRPX (AMERICAN FUNDS RETIREMENT INCOME PORTFOLIO – ENHANCED CLASS R-2) |
15.15%
Sep 2022 – Sep 2025 |
9.69%
Oct 2020 – Oct 2025 |
8.46%
Feb 2016 – Feb 2026 |
0.00%
NA |
Annualized Rolling Returns Comparison Chart