Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| RRQPX (AMERICAN FUNDS RETIREMENT INCOME PORTFOLIO – ENHANCED CLASS R-5E) | 7.35% | 18.32% | 15.13% | 8.12% | 8.67% | NA | NA | … | … |
Data as of 06/04/2026, Common starting date is 11/23/2015
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| RRQPX (AMERICAN FUNDS RETIREMENT INCOME PORTFOLIO – ENHANCED 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 (%) | 0.06 | 18.32 | 15.13 | 8.12 | 8.67 | NA | NA | … | … | 7.35 | 17.38 | 11.86 | 12.16 | -10.82 | 15.28 | 7.29 | 18.09 | -4.82 | 14.00 | 8.59 | -1.41 |
| Sharpe Ratio | NA | 2.25 | 1.44 | 0.61 | 0.69 | NA | NA | … | … | 1.85 | 1.51 | 1.12 | 1.09 | -0.92 | 1.99 | 0.35 | 2.62 | -0.72 | 3.27 | 0.95 | -1.24 |
| Standard Deviation(%) | NA | 7.55 | 8.48 | 9.51 | 10.25 | NA | NA | … | … | 9.07 | 9.63 | 7.38 | 7.84 | 13.40 | 7.67 | 19.97 | 6.33 | 8.70 | 4.09 | 8.82 | 10.45 |
| Draw Down(%) | NA | 6.31 | 9.15 | 18.30 | 23.60 | NA | NA | … | … | 6.31 | 9.15 | 3.49 | 7.32 | 18.30 | 3.29 | 23.60 | 3.21 | 11.38 | 1.31 | 5.86 | 3.29 |
| Yield(%) | 0.00 | 6.20 | 4.99 | 4.50 | 4.85 | 3.41 | 2.56 | … | … | 0.57 | 6.57 | 3.51 | 3.77 | 4.88 | 4.94 | 3.17 | 4.78 | 4.07 | 3.22 | 3.10 | 0.74 |
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 |
|---|---|---|---|---|
| RRQPX (AMERICAN FUNDS RETIREMENT INCOME PORTFOLIO – ENHANCED CLASS R-5E) |
1.97%
Mar 2017 – Mar 2020 |
3.27%
Sep 2017 – Sep 2022 |
8.16%
Mar 2016 – Mar 2026 |
0.00%
NA |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| RRQPX (AMERICAN FUNDS RETIREMENT INCOME PORTFOLIO – ENHANCED CLASS R-5E) |
16.00%
Sep 2022 – Sep 2025 |
10.47%
Oct 2020 – Oct 2025 |
9.22%
Feb 2016 – Feb 2026 |
0.00%
NA |
Annualized Rolling Returns Comparison Chart