Nasdaq - Delayed Quote USD
American Funds Retire Inc Port-Mod F2 (FHFWX)
13.19
0.00
(0.00%)
At close: 8:00:46 PM EDT
Fund Summary
The advisor will attempt to achieve its investment objectives by investing in a mix of American Funds in varying combinations and weightings over time. The underlying funds will typically seek to generate income from their investments and will primarily consist of equity-income, fixed-income and balanced funds. The fund is one of a suite of three American Funds Retirement Income Portfolios designed to help investors in or near retirement with a withdrawal program.
Risk Overview
| Morningstar Risk Rating | |
| Best 1Y Total Return | 15.62% |
| Worst 1Y Total Return | -- |
| Number of Years Up | 7 |
| Number of Years Down | 2 |
Performance & Risk
| YTD Return | 6.40% |
| 5y Average Return | 7.15% |
| Rank in Category (ytd) | 26 |
| % Rank in Category (ytd) | -- |
| Beta (5Y Monthly) | 0.83 |
| Morningstar Risk Rating |
Risk Statistics
| 3 Years | 5 Years | 10 Years | ||||
|---|---|---|---|---|---|---|
| FHFWX | Category Average | FHFWX | Category Average | FHFWX | Category Average | |
| Alpha | -0.17 | -- | 0.66 | -- | -- | -- |
| BETA | 0.83 | -- | 0.82 | -- | -- | -- |
| Mean Annual Return | 0.58 | -- | 0.63 | -- | -- | -- |
| R-squared | 96.9 | -- | 95.99 | -- | -- | -- |
| Standard Deviation | 10.22 | -- | 9.33 | -- | -- | -- |
| Sharpe Ratio | 0.22 | -- | 0.5 | -- | -- | -- |
| Treynor Ratio | 2.23 | -- | 5.42 | -- | -- | -- |
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