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Nasdaq - Delayed Quote USD

American Funds Retire Inc Port-Enh R2 (RFRPX)

13.45
+0.02
+(0.15%)
At close: 8:02:09 PM EDT

Performance Overview

Morningstar Return Rating --
YTD Return -0.68%
5y Average Return 8.22%
Number of Years Up 7
Number of Years Down 2
Best 1Y Total Return (Apr 15, 2025) 17.14%
Worst 1Y Total Return (Apr 15, 2025) --
Best 3Y Total Return 17.14%
Worst 3Y Total Return 2.60%

Trailing Returns (%) Vs. Benchmarks

Monthly Total Returns
RFRPX
Category
YTD
1.83%
9.69%
1-Month
-1.85%
0.91%
3-Month
1.83%
5.21%
1-Year
7.95%
27.06%
3-Year
5.02%
11.00%
5-Year
9.59%
10.26%
10-Year
0.00%
8.34%
Last Bull Market
11.43%
15.58%
Last Bear Market
-9.98%
-12.16%

Annual Total Return (%) History

Year
RFRPX
Category
2025
--
--
2024
11.08%
--
2023
11.36%
--
2022
-11.54%
--
2021
14.50%
--
2020
6.63%
11.72%
2019
17.14%
19.23%
2018
-5.50%
-5.76%

2017
13.20%
13.21%
2016
7.94%
7.34%
2015
--
-1.93%

Past Quarterly Returns

YearQ1Q2Q3Q4
2025 1.83% -- -- --
2024 4.78% 0.95% 6.73% -1.61%
2023 2.79% 2.46% -3.15% 9.17%
2022 -3.80% -9.98% -5.97% 8.63%
2021 4.13% 4.92% -0.85% 5.70%
2020 -13.94% 10.08% 3.80% 8.44%
2019 7.74% 2.25% 0.99% 5.28%
2018 -2.04% 0.57% 2.08% -6.04%
2017 3.93% 2.37% 3.22% 3.08%
2016 3.00% 3.14% 1.43% 0.17%

2015 3.56% -- -- --

Rank in Category (By Total Return)

YTD 14
1-Month 22
3-Month 14
1-Year 11
3-Year 30
5-Year 58

Load Adjusted Returns

1-Year 7.95%
3-Year 5.02%
5-Year 9.59%
10-Year --

Performance & Risk

YTD Return -0.68%
5y Average Return 8.22%
Rank in Category (ytd) 14
% Rank in Category (ytd) --
Beta (5Y Monthly) 0.91
Morningstar Risk Rating

Fund Overview

Category Allocation--50% to 70% Equity
Fund Family American Funds
Net Assets 1.79B
YTD Return 1.83%
Yield 2.55%
Morningstar Rating
Inception Date Jan 27, 2017

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 primarily consist of equity funds in the equity-income, balanced and growth-and-income fund categories. 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. It seeks somewhat higher income and long-term growth of capital.

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