Nasdaq - Delayed Quote USD
American Funds Retire Inc Port-Cnsrv R4 (RMRPX)
12.23
+0.03
+(0.25%)
As of 8:07:11 AM EDT. Market Open.
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.
Risk Overview
| Morningstar Risk Rating | |
| Best 1Y Total Return | 13.20% |
| Worst 1Y Total Return | -- |
| Number of Years Up | 7 |
| Number of Years Down | 2 |
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 |
Risk Statistics
| 3 Years | 5 Years | 10 Years | ||||
|---|---|---|---|---|---|---|
| RMRPX | Category Average | RMRPX | Category Average | RMRPX | Category Average | |
| Alpha | -1.43 | -- | -1.17 | -- | -- | -- |
| BETA | 0.73 | -- | 0.7 | -- | -- | -- |
| Mean Annual Return | 0.4 | -- | 0.43 | -- | -- | -- |
| R-squared | 94.82 | -- | 94.48 | -- | -- | -- |
| Standard Deviation | 9.04 | -- | 8.05 | -- | -- | -- |
| Sharpe Ratio | 0.02 | -- | 0.29 | -- | -- | -- |
| Treynor Ratio | -0.27 | -- | 3.04 | -- | -- | -- |
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