Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| RIRPX (AMERICAN FUNDS RETIREMENT INCOME PORTFOLIO – ENHANCED CLASS R-2E) | 6.99% | 17.58% | 14.37% | 7.43% | 8.15% | NA | NA | … | … |
Data as of 06/04/2026, Common starting date is 08/31/2015
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| RIRPX (AMERICAN FUNDS RETIREMENT INCOME PORTFOLIO – ENHANCED 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 (%) | 0.06 | 17.58 | 14.37 | 7.43 | 8.15 | NA | NA | … | … | 6.99 | 16.73 | 11.04 | 11.45 | -11.37 | 14.62 | 6.62 | 17.39 | -4.85 | 13.98 | 8.53 | 1.99 |
| Sharpe Ratio | NA | 2.13 | 1.35 | 0.53 | 0.64 | NA | NA | … | … | 1.73 | 1.44 | 1.01 | 1.01 | -0.96 | 1.90 | 0.32 | 2.49 | -0.72 | 3.28 | 0.95 | 0.56 |
| Standard Deviation(%) | NA | 7.57 | 8.48 | 9.52 | 10.26 | NA | NA | … | … | 9.12 | 9.63 | 7.35 | 7.80 | 13.44 | 7.68 | 20.02 | 6.38 | 8.69 | 4.08 | 8.76 | 10.62 |
| Draw Down(%) | NA | 6.33 | 9.28 | 18.68 | 23.68 | NA | NA | … | … | 6.33 | 9.28 | 3.56 | 7.49 | 18.68 | 3.29 | 23.68 | 3.21 | 11.41 | 1.32 | 5.85 | 3.65 |
| Yield(%) | 0.00 | 5.53 | 4.24 | 3.90 | 4.30 | 3.14 | 2.35 | … | … | 0.42 | 5.88 | 2.79 | 3.12 | 4.38 | 4.32 | 2.57 | 4.13 | 4.02 | 3.21 | 3.04 | 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 |
|---|---|---|---|---|
| RIRPX (AMERICAN FUNDS RETIREMENT INCOME PORTFOLIO – ENHANCED CLASS R-2E) |
1.61%
Sep 2019 – Sep 2022 |
2.80%
Sep 2017 – Sep 2022 |
7.61%
Oct 2015 – Oct 2025 |
0.00%
NA |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| RIRPX (AMERICAN FUNDS RETIREMENT INCOME PORTFOLIO – ENHANCED CLASS R-2E) |
15.25%
Sep 2022 – Sep 2025 |
9.77%
Oct 2020 – Oct 2025 |
8.74%
Feb 2016 – Feb 2026 |
0.00%
NA |
Annualized Rolling Returns Comparison Chart