Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| RLRPX (AMERICAN FUNDS RETIREMENT INCOME PORTFOLIO – ENHANCED CLASS R-3) | 5.47% | 16.07% | 14.02% | 7.34% | 8.02% | NA | NA | … | … |
Data as of 06/05/2026, Common starting date is 08/31/2015
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| RLRPX (AMERICAN FUNDS RETIREMENT INCOME PORTFOLIO – ENHANCED CLASS R-3) | 08/31/2015 | 06/05/2026 |
| 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 (%) | -1.61 | 16.07 | 14.02 | 7.34 | 8.02 | NA | NA | … | … | 5.47 | 16.96 | 11.33 | 11.68 | -11.19 | 14.80 | 6.92 | 17.47 | -5.25 | 13.33 | 8.22 | 1.94 |
| Sharpe Ratio | NA | 1.75 | 1.27 | 0.50 | 0.62 | NA | NA | … | … | 1.16 | 1.46 | 1.05 | 1.03 | -0.94 | 1.92 | 0.33 | 2.55 | -0.77 | 3.12 | 0.91 | 0.55 |
| Standard Deviation(%) | NA | 7.68 | 8.51 | 9.54 | 10.26 | NA | NA | … | … | 9.22 | 9.65 | 7.36 | 7.82 | 13.42 | 7.70 | 19.96 | 6.28 | 8.69 | 4.08 | 8.82 | 10.63 |
| Draw Down(%) | NA | 6.37 | 9.27 | 18.59 | 23.66 | NA | NA | … | … | 6.37 | 9.27 | 3.50 | 7.53 | 18.59 | 3.26 | 23.66 | 3.22 | 11.81 | 1.32 | 5.86 | 3.65 |
| Yield(%) | 0.00 | 5.78 | 4.51 | 4.12 | 4.37 | 3.18 | 2.39 | … | … | 0.47 | 6.12 | 3.06 | 3.38 | 4.55 | 4.54 | 2.82 | 4.36 | 3.71 | 2.59 | 2.73 | 0.74 |
Data as of 06/05/2026, 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 |
|---|---|---|---|---|
| RLRPX (AMERICAN FUNDS RETIREMENT INCOME PORTFOLIO – ENHANCED CLASS R-3) |
1.46%
Mar 2017 – Mar 2020 |
2.82%
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 |
|---|---|---|---|---|
| RLRPX (AMERICAN FUNDS RETIREMENT INCOME PORTFOLIO – ENHANCED CLASS R-3) |
15.47%
Sep 2022 – Sep 2025 |
10.01%
Oct 2020 – Oct 2025 |
8.75%
Feb 2016 – Feb 2026 |
0.00%
NA |
Annualized Rolling Returns Comparison Chart