Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| RTRPX (AMERICAN FUNDS RETIREMENT INCOME PORTFOLIO – CONSERVATIVE CLASS R-6) | 4.00% | 11.63% | 10.05% | 4.77% | 5.90% | NA | NA | … | … |
Data as of 06/04/2026, Common starting date is 08/31/2015
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| RTRPX (AMERICAN FUNDS RETIREMENT INCOME PORTFOLIO – CONSERVATIVE CLASS R-6) | 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 (%) | 0.08 | 11.63 | 10.05 | 4.77 | 5.90 | NA | NA | … | … | 4.00 | 13.51 | 7.09 | 7.27 | -9.81 | 8.83 | 8.82 | 13.54 | -2.55 | 9.27 | 6.23 | 1.07 |
| Sharpe Ratio | NA | 1.97 | 1.21 | 0.36 | 0.67 | NA | NA | … | … | 1.28 | 1.80 | 0.65 | 0.58 | -1.22 | 1.88 | 0.76 | 3.30 | -0.80 | 3.16 | 1.11 | 0.50 |
| Standard Deviation(%) | NA | 5.02 | 5.89 | 6.55 | 6.43 | NA | NA | … | … | 6.09 | 5.92 | 5.33 | 6.30 | 9.25 | 4.68 | 11.26 | 3.66 | 4.92 | 2.74 | 5.40 | 6.26 |
| Draw Down(%) | NA | 4.62 | 6.03 | 15.50 | 15.50 | NA | NA | … | … | 4.62 | 4.90 | 3.05 | 6.03 | 15.50 | 2.27 | 13.56 | 1.42 | 6.33 | 1.03 | 3.20 | 2.44 |
| Yield(%) | 0.00 | 3.74 | 3.84 | 3.34 | 3.73 | 2.68 | 2.01 | … | … | 0.60 | 3.87 | 3.77 | 3.55 | 3.07 | 3.47 | 4.29 | 3.92 | 3.42 | 2.64 | 2.52 | 0.67 |
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 |
|---|---|---|---|---|
| RTRPX (AMERICAN FUNDS RETIREMENT INCOME PORTFOLIO – CONSERVATIVE CLASS R-6) |
0.43%
Apr 2021 – Apr 2024 |
2.51%
Sep 2017 – Sep 2022 |
5.67%
Oct 2015 – Oct 2025 |
0.00%
NA |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| RTRPX (AMERICAN FUNDS RETIREMENT INCOME PORTFOLIO – CONSERVATIVE CLASS R-6) |
10.78%
Sep 2022 – Sep 2025 |
7.44%
Dec 2016 – Dec 2021 |
6.44%
Feb 2016 – Feb 2026 |
0.00%
NA |
Annualized Rolling Returns Comparison Chart