Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| RNRPX (AMERICAN FUNDS RETIREMENT INCOME PORTFOLIO – MODERATE CLASS R-4) | 5.88% | 15.13% | 12.51% | 6.36% | 7.13% | NA | NA | … | … |
Data as of 06/04/2026, Common starting date is 08/31/2015
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| RNRPX (AMERICAN FUNDS RETIREMENT INCOME PORTFOLIO – MODERATE CLASS R-4) | 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 | 15.13 | 12.51 | 6.36 | 7.13 | NA | NA | … | … | 5.88 | 15.57 | 9.13 | 9.21 | -10.09 | 12.14 | 7.46 | 15.43 | -3.87 | 11.34 | 7.26 | 1.55 |
| Sharpe Ratio | NA | 2.13 | 1.34 | 0.50 | 0.68 | NA | NA | … | … | 1.65 | 1.64 | 0.87 | 0.81 | -1.04 | 1.95 | 0.46 | 2.86 | -0.78 | 3.19 | 0.99 | 0.55 |
| Standard Deviation(%) | NA | 6.37 | 7.16 | 7.96 | 8.25 | NA | NA | … | … | 7.71 | 7.76 | 6.30 | 6.96 | 11.11 | 6.23 | 15.50 | 4.88 | 6.77 | 3.37 | 7.10 | 8.31 |
| Draw Down(%) | NA | 5.57 | 6.82 | 16.87 | 18.50 | NA | NA | … | … | 5.57 | 6.82 | 3.21 | 6.82 | 16.87 | 2.80 | 18.50 | 2.35 | 8.96 | 1.09 | 4.58 | 3.00 |
| Yield(%) | 0.00 | 5.91 | 4.66 | 4.03 | 4.31 | 3.11 | 2.34 | … | … | 0.56 | 6.20 | 3.43 | 3.62 | 4.30 | 3.78 | 4.11 | 4.31 | 3.61 | 2.77 | 2.66 | 0.75 |
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 |
|---|---|---|---|---|
| RNRPX (AMERICAN FUNDS RETIREMENT INCOME PORTFOLIO – MODERATE CLASS R-4) |
1.56%
Sep 2019 – Sep 2022 |
2.69%
Sep 2017 – Sep 2022 |
6.69%
Oct 2015 – Oct 2025 |
0.00%
NA |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| RNRPX (AMERICAN FUNDS RETIREMENT INCOME PORTFOLIO – MODERATE CLASS R-4) |
13.23%
Sep 2022 – Sep 2025 |
8.28%
Dec 2016 – Dec 2021 |
7.69%
Feb 2016 – Feb 2026 |
0.00%
NA |
Annualized Rolling Returns Comparison Chart