Nasdaq - Delayed Quote • USD
American Funds Retire Inc Port-Enh R4 (RPRPX)
As of 8:05 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 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.
Risk Overview
| Morningstar Risk Rating | |
| Best 1Y Total Return | 17.93% |
| Worst 1Y Total Return | -- |
| Number of Years Up | 6 |
| Number of Years Down | 2 |
Performance & Risk
| YTD Return | 13.39% |
| 5y Average Return | 8.09% |
| Rank in Category (ytd) | 29 |
| % Rank in Category (ytd) | -- |
| Beta (5Y Monthly) | 0.93 |
| Morningstar Risk Rating |
Risk Statistics
| 3 Years | 5 Years | 10 Years | ||||
|---|---|---|---|---|---|---|
| RPRPX | Category Average | RPRPX | Category Average | RPRPX | Category Average | |
| Alpha | 2.46 | -0.01 | 1.23 | -0.01 | -- | -0 |
| BETA | 0.93 | 0.01 | 0.94 | 0.01 | -- | 0.01 |
| Mean Annual Return | 0.44 | 0.01 | 0.7 | 0.01 | -- | 0.01 |
| R-squared | 96.74 | 0.93 | 97.06 | 0.92 | -- | 0.92 |
| Standard Deviation | 11.94 | 0.13 | 11.72 | 0.1 | -- | 0.09 |
| Sharpe Ratio | 0.14 | 0.01 | 0.51 | 0.01 | -- | 0.01 |
| Treynor Ratio | 1.03 | 0.09 | 5.94 | 0.09 | -- | 0.07 |
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