Nasdaq - Delayed Quote USD
American Funds Retire Inc Port-Cnsrv R4 (RMRPX)
12.23
+0.03
+(0.25%)
At close: 8:07:11 AM EDT
Performance Overview
| Morningstar Return Rating | -- |
| YTD Return | 4.43% |
| 5y Average Return | 5.44% |
| Number of Years Up | 7 |
| Number of Years Down | 2 |
| Best 1Y Total Return (May 16, 2025) | 13.20% |
| Worst 1Y Total Return (May 16, 2025) | -- |
| Best 3Y Total Return | 13.20% |
| Worst 3Y Total Return | 0.86% |
Trailing Returns (%) Vs. Benchmarks
Monthly Total Returns
RMRPX
Category
- YTD
- 3.49%
- 0.00%
- 1-Month
- 0.25%
- 0.00%
- 3-Month
- 1.42%
- 0.00%
- 1-Year
- 11.07%
- 0.00%
- 3-Year
- 4.51%
- 0.00%
- 5-Year
- 4.98%
- 0.00%
- 10-Year
- 0.00%
- 0.00%
- Last Bull Market
- 9.59%
- 0.00%
- Last Bear Market
- -7.04%
- 0.00%
Annual Total Return (%) History
Year
RMRPX
Category
Past Quarterly Returns
| Year | Q1 | Q2 | Q3 | Q4 |
|---|---|---|---|---|
| 2025 | 3.23% | -- | -- | -- |
| 2024 | 2.10% | 0.56% | 6.67% | -2.54% |
| 2023 | 2.31% | 0.04% | -3.00% | 7.64% |
| 2022 | -3.24% | -7.04% | -5.83% | 6.19% |
| 2021 | 1.47% | 3.34% | -0.30% | 3.69% |
| 2020 | -6.26% | 7.09% | 2.41% | 5.38% |
| 2019 | 5.54% | 2.61% | 1.17% | 3.32% |
| 2018 | -1.71% | 0.34% | 1.26% | -2.78% |
| 2017 | 2.74% | 1.86% | 2.31% | 1.76% |
| 2016 | 3.09% | 2.64% | 1.03% | -0.85% |
| 2015 | 1.88% | -- | -- | -- |
Rank in Category (By Total Return)
| YTD | 7 |
| 1-Month | 43 |
| 3-Month | 12 |
| 1-Year | 4 |
| 3-Year | 50 |
| 5-Year | 62 |
Load Adjusted Returns
| 1-Year | 11.07% |
| 3-Year | 4.51% |
| 5-Year | 4.98% |
| 10-Year | -- |
Performance & Risk
| YTD Return | 4.43% |
| 5y Average Return | 5.44% |
| Rank in Category (ytd) | 7 |
| % Rank in Category (ytd) | -- |
| Beta (5Y Monthly) | 0.73 |
| Morningstar Risk Rating |
Fund Overview
| Category | -- |
| Fund Family | American Funds |
| Net Assets | 1.24B |
| YTD Return | 3.49% |
| Yield | 3.25% |
| 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 typically seek to generate income from their investments and will primarily consist of fixed-income, equity-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. It seeks to provide the lowest downside risk.
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