Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| RVRPX (AMERICAN FUNDS RETIREMENT INCOME PORTFOLIO – ENHANCED CLASS R-6) | 7.37% | 18.52% | 15.27% | 8.26% | 8.80% | NA | NA | … | … |
Data as of 06/04/2026, Common starting date is 08/31/2015
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| RVRPX (AMERICAN FUNDS RETIREMENT INCOME PORTFOLIO – ENHANCED 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 (%) | 0.06 | 18.52 | 15.27 | 8.26 | 8.80 | NA | NA | … | … | 7.37 | 17.58 | 11.95 | 12.41 | -10.75 | 15.48 | 7.43 | 18.20 | -4.69 | 14.04 | 8.70 | 2.00 |
| Sharpe Ratio | NA | 2.29 | 1.46 | 0.62 | 0.71 | NA | NA | … | … | 1.86 | 1.54 | 1.13 | 1.12 | -0.92 | 2.02 | 0.36 | 2.66 | -0.70 | 3.34 | 0.96 | 0.56 |
| Standard Deviation(%) | NA | 7.49 | 8.47 | 9.49 | 10.25 | NA | NA | … | … | 9.04 | 9.61 | 7.40 | 7.88 | 13.32 | 7.65 | 20.04 | 6.28 | 8.70 | 4.02 | 8.82 | 10.65 |
| Draw Down(%) | NA | 6.27 | 9.17 | 18.21 | 23.58 | NA | NA | … | … | 6.27 | 9.17 | 3.48 | 7.37 | 18.21 | 3.27 | 23.58 | 3.12 | 11.31 | 1.31 | 5.85 | 3.65 |
| Yield(%) | 0.00 | 6.33 | 5.12 | 4.62 | 4.99 | 3.63 | 2.72 | … | … | 0.60 | 6.70 | 3.62 | 3.93 | 4.99 | 5.06 | 3.29 | 4.90 | 4.18 | 3.27 | 3.20 | 0.70 |
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 |
|---|---|---|---|---|
| RVRPX (AMERICAN FUNDS RETIREMENT INCOME PORTFOLIO – ENHANCED CLASS R-6) |
2.09%
Mar 2017 – Mar 2020 |
3.41%
Sep 2017 – Sep 2022 |
8.21%
Oct 2015 – Oct 2025 |
0.00%
NA |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| RVRPX (AMERICAN FUNDS RETIREMENT INCOME PORTFOLIO – ENHANCED CLASS R-6) |
16.13%
Sep 2022 – Sep 2025 |
10.63%
Oct 2020 – Oct 2025 |
9.37%
Feb 2016 – Feb 2026 |
0.00%
NA |
Annualized Rolling Returns Comparison Chart