Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| RXRPX (AMERICAN FUNDS RETIREMENT INCOME PORTFOLIO – ENHANCED CLASS R-5) | 5.77% | 16.73% | 14.64% | 7.91% | 8.57% | NA | NA | … | … |
Data as of 06/05/2026, Common starting date is 08/31/2015
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| RXRPX (AMERICAN FUNDS RETIREMENT INCOME PORTFOLIO – ENHANCED CLASS R-5) | 08/31/2015 | 06/05/2026 |
| 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 (%) | -1.60 | 16.73 | 14.64 | 7.91 | 8.57 | NA | NA | … | … | 5.77 | 17.55 | 11.88 | 12.26 | -10.74 | 15.47 | 7.43 | 18.13 | -4.75 | 13.94 | 8.49 | 1.99 |
| Sharpe Ratio | NA | 2.26 | 1.45 | 0.62 | 0.70 | NA | NA | … | … | 1.86 | 1.52 | 1.13 | 1.12 | -0.91 | 2.01 | 0.36 | 2.65 | -0.71 | 3.30 | 0.94 | 0.56 |
| Standard Deviation(%) | NA | 7.56 | 8.48 | 9.51 | 10.26 | NA | NA | … | … | 9.03 | 9.68 | 7.33 | 7.76 | 13.41 | 7.67 | 20.07 | 6.28 | 8.70 | 4.04 | 8.79 | 10.66 |
| Draw Down(%) | NA | 6.33 | 9.18 | 18.26 | 23.64 | NA | NA | … | … | 6.33 | 9.18 | 3.56 | 7.37 | 18.26 | 3.27 | 23.64 | 3.12 | 11.34 | 1.33 | 5.85 | 3.65 |
| Yield(%) | 0.00 | 6.31 | 5.07 | 4.58 | 4.92 | 3.58 | 2.68 | … | … | 0.60 | 6.67 | 3.55 | 3.89 | 4.93 | 5.06 | 3.30 | 4.83 | 4.13 | 3.17 | 3.00 | 0.69 |
Data as of 06/05/2026, 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 |
|---|---|---|---|---|
| RXRPX (AMERICAN FUNDS RETIREMENT INCOME PORTFOLIO – ENHANCED CLASS R-5) |
2.01%
Mar 2017 – Mar 2020 |
3.37%
Sep 2017 – Sep 2022 |
8.14%
Oct 2015 – Oct 2025 |
0.00%
NA |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| RXRPX (AMERICAN FUNDS RETIREMENT INCOME PORTFOLIO – ENHANCED CLASS R-5) |
16.10%
Sep 2022 – Sep 2025 |
10.56%
Oct 2020 – Oct 2025 |
9.31%
Feb 2016 – Feb 2026 |
0.00%
NA |
Annualized Rolling Returns Comparison Chart