Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| RHRPX (AMERICAN FUNDS RETIREMENT INCOME PORTFOLIO – MODERATE CLASS R-2E) | 5.71% | 14.75% | 12.11% | 6.00% | 6.91% | NA | NA | … | … |
Data as of 06/04/2026, Common starting date is 08/31/2015
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| RHRPX (AMERICAN FUNDS RETIREMENT INCOME PORTFOLIO – MODERATE CLASS R-2E) | 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 | 14.75 | 12.11 | 6.00 | 6.91 | NA | NA | … | … | 5.71 | 15.18 | 8.73 | 8.82 | -10.37 | 11.75 | 7.10 | 15.21 | -3.77 | 11.54 | 7.38 | 1.50 |
| Sharpe Ratio | NA | 2.09 | 1.28 | 0.45 | 0.65 | NA | NA | … | … | 1.62 | 1.60 | 0.81 | 0.75 | -1.06 | 1.87 | 0.44 | 2.79 | -0.77 | 3.23 | 1.02 | 0.53 |
| Standard Deviation(%) | NA | 6.28 | 7.15 | 7.95 | 8.24 | NA | NA | … | … | 7.56 | 7.73 | 6.34 | 6.95 | 11.14 | 6.26 | 15.42 | 4.92 | 6.72 | 3.39 | 7.04 | 8.35 |
| Draw Down(%) | NA | 5.63 | 6.89 | 17.11 | 18.57 | NA | NA | … | … | 5.63 | 6.88 | 3.29 | 6.89 | 17.11 | 2.89 | 18.57 | 2.35 | 8.89 | 1.13 | 4.48 | 3.00 |
| Yield(%) | 0.00 | 5.51 | 4.25 | 3.69 | 4.06 | 2.93 | 2.20 | … | … | 0.47 | 5.79 | 3.04 | 3.26 | 3.99 | 3.43 | 3.64 | 4.11 | 3.70 | 2.97 | 2.68 | 0.70 |
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 |
|---|---|---|---|---|
| RHRPX (AMERICAN FUNDS RETIREMENT INCOME PORTFOLIO – MODERATE CLASS R-2E) |
1.20%
Sep 2019 – Sep 2022 |
2.49%
Sep 2017 – Sep 2022 |
6.49%
Oct 2015 – Oct 2025 |
0.00%
NA |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| RHRPX (AMERICAN FUNDS RETIREMENT INCOME PORTFOLIO – MODERATE CLASS R-2E) |
12.82%
Sep 2022 – Sep 2025 |
8.16%
Dec 2016 – Dec 2021 |
7.49%
Feb 2016 – Feb 2026 |
0.00%
NA |
Annualized Rolling Returns Comparison Chart