Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| RROPX (AMERICAN FUNDS RETIREMENT INCOME PORTFOLIO – CONSERVATIVE CLASS R-5E) | 3.96% | 11.49% | 9.91% | 4.67% | 5.78% | NA | NA | … | … |
Data as of 06/04/2026, Common starting date is 11/23/2015
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| RROPX (AMERICAN FUNDS RETIREMENT INCOME PORTFOLIO – CONSERVATIVE CLASS R-5E) | 11/23/2015 | 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 (%) | 0.00 | 11.49 | 9.91 | 4.67 | 5.78 | NA | NA | … | … | 3.96 | 13.35 | 7.00 | 7.11 | -9.93 | 8.83 | 8.64 | 13.40 | -2.69 | 9.20 | 6.07 | -0.96 |
| Sharpe Ratio | NA | 1.94 | 1.19 | 0.35 | 0.66 | NA | NA | … | … | 1.26 | 1.80 | 0.63 | 0.55 | -1.23 | 1.89 | 0.74 | 3.26 | -0.84 | 3.11 | 1.11 | -1.43 |
| Standard Deviation(%) | NA | 5.02 | 5.87 | 6.54 | 6.41 | NA | NA | … | … | 6.07 | 5.85 | 5.34 | 6.29 | 9.24 | 4.65 | 11.25 | 3.66 | 4.89 | 2.76 | 5.29 | 6.33 |
| Draw Down(%) | NA | 4.68 | 6.12 | 15.56 | 15.56 | NA | NA | … | … | 4.68 | 4.90 | 3.15 | 6.12 | 15.56 | 2.26 | 13.57 | 1.43 | 6.43 | 1.03 | 3.20 | 2.15 |
| Yield(%) | 0.00 | 3.65 | 3.72 | 3.24 | 3.55 | 2.50 | 1.88 | … | … | 0.58 | 3.77 | 3.62 | 3.42 | 2.96 | 3.41 | 3.56 | 3.77 | 3.29 | 2.58 | 2.36 | 0.72 |
Data as of 06/04/2026, Common starting date is 11/23/2015
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| RROPX (AMERICAN FUNDS RETIREMENT INCOME PORTFOLIO – CONSERVATIVE CLASS R-5E) |
0.33%
Apr 2021 – Apr 2024 |
2.40%
Sep 2017 – Sep 2022 |
5.59%
Mar 2016 – Mar 2026 |
0.00%
NA |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| RROPX (AMERICAN FUNDS RETIREMENT INCOME PORTFOLIO – CONSERVATIVE CLASS R-5E) |
10.63%
Sep 2022 – Sep 2025 |
7.34%
Dec 2016 – Dec 2021 |
6.33%
Feb 2016 – Feb 2026 |
0.00%
NA |
Annualized Rolling Returns Comparison Chart