Nasdaq - Delayed Quote USD
American Funds Retire Inc Port-Enh R4 (RPRPX)
13.99
+0.02
+(0.14%)
At close: 8:02:10 PM EDT
Performance Overview
| Morningstar Return Rating | -- |
| YTD Return | 2.58% |
| 5y Average Return | 9.45% |
| Number of Years Up | 7 |
| Number of Years Down | 2 |
| Best 1Y Total Return (May 6, 2025) | 17.93% |
| Worst 1Y Total Return (May 6, 2025) | -- |
| Best 3Y Total Return | 17.93% |
| Worst 3Y Total Return | 3.21% |
Trailing Returns (%) Vs. Benchmarks
Monthly Total Returns
RPRPX
Category
- YTD
- 1.99%
- 0.00%
- 1-Month
- 0.00%
- 0.00%
- 3-Month
- -0.83%
- 0.00%
- 1-Year
- 11.81%
- 0.00%
- 3-Year
- 7.52%
- 0.00%
- 5-Year
- 8.92%
- 0.00%
- 10-Year
- 0.00%
- 0.00%
- Last Bull Market
- 11.89%
- 0.00%
- Last Bear Market
- -9.85%
- 0.00%
Annual Total Return (%) History
Year
RPRPX
Category
Past Quarterly Returns
| Year | Q1 | Q2 | Q3 | Q4 |
|---|---|---|---|---|
| 2025 | 1.99% | -- | -- | -- |
| 2024 | 4.93% | 1.11% | 6.95% | -1.47% |
| 2023 | 2.90% | 2.60% | -2.97% | 9.40% |
| 2022 | -3.66% | -9.85% | -5.89% | 8.97% |
| 2021 | 4.26% | 5.10% | -0.71% | 5.86% |
| 2020 | -13.84% | 10.25% | 3.87% | 8.64% |
| 2019 | 7.82% | 2.44% | 1.12% | 5.59% |
| 2018 | -1.83% | 0.70% | 2.26% | -5.94% |
| 2017 | 4.12% | 2.38% | 3.35% | 3.22% |
| 2016 | 3.16% | 3.24% | 1.62% | 0.22% |
| 2015 | 3.65% | -- | -- | -- |
Rank in Category (By Total Return)
| YTD | 30 |
| 1-Month | 67 |
| 3-Month | 35 |
| 1-Year | 9 |
| 3-Year | 11 |
| 5-Year | 23 |
Load Adjusted Returns
| 1-Year | 11.81% |
| 3-Year | 7.52% |
| 5-Year | 8.92% |
| 10-Year | -- |
Performance & Risk
| YTD Return | 2.58% |
| 5y Average Return | 9.45% |
| Rank in Category (ytd) | 30 |
| % Rank in Category (ytd) | -- |
| Beta (5Y Monthly) | 0.91 |
| Morningstar Risk Rating |
Fund Overview
| Category | -- |
| Fund Family | American Funds |
| Net Assets | 1.8B |
| YTD Return | 1.99% |
| Yield | 3.17% |
| Morningstar Rating | |
| Inception Date | Aug 28, 2015 |
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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