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Nasdaq - Delayed Quote USD

American Funds Retire Inc Port-Cnsrv R5 (RQRPX)

11.74
-0.02
(-0.17%)
As of 8:07:11 AM EDT. Market Open.

Performance Overview

Morningstar Return Rating --
YTD Return 1.25%
5y Average Return 5.09%
Number of Years Up 7
Number of Years Down 2
Best 1Y Total Return (Apr 16, 2025) 13.57%
Worst 1Y Total Return (Apr 16, 2025) --
Best 3Y Total Return 13.57%
Worst 3Y Total Return 1.13%

Trailing Returns (%) Vs. Benchmarks

Monthly Total Returns
RQRPX
Category
YTD
3.32%
5.91%
1-Month
-0.60%
0.61%
3-Month
3.32%
4.02%
1-Year
8.30%
18.59%
3-Year
3.35%
8.56%
5-Year
6.14%
7.44%
10-Year
0.00%
6.20%
Last Bull Market
9.73%
11.89%
Last Bear Market
-6.93%
-8.23%

Annual Total Return (%) History

Year
RQRPX
Category
2025
--
--
2024
7.04%
--
2023
7.11%
--
2022
-9.79%
--
2021
8.81%
--
2020
8.70%
8.86%
2019
13.57%
14.81%
2018
-2.61%
-5.04%

2017
9.19%
9.86%
2016
5.98%
6.62%
2015
--
-2.32%

Past Quarterly Returns

YearQ1Q2Q3Q4
2025 3.32% -- -- --
2024 2.11% 0.64% 6.80% -2.48%
2023 2.38% 0.11% -2.94% 7.68%
2022 -3.20% -6.93% -5.79% 6.28%
2021 1.62% 3.46% -0.30% 3.81%
2020 -6.18% 7.16% 2.49% 5.50%
2019 5.67% 2.67% 1.24% 3.39%
2018 -1.56% 0.42% 1.26% -2.70%
2017 2.86% 1.96% 2.26% 1.82%
2016 3.10% 2.63% 1.01% -0.84%

2015 1.88% -- -- --

Rank in Category (By Total Return)

YTD 4
1-Month 8
3-Month 4
1-Year 3
3-Year 30
5-Year 63

Load Adjusted Returns

1-Year 8.30%
3-Year 3.35%
5-Year 6.14%
10-Year --

Performance & Risk

YTD Return 1.25%
5y Average Return 5.09%
Rank in Category (ytd) 4
% Rank in Category (ytd) --
Beta (5Y Monthly) 0.72
Morningstar Risk Rating

Fund Overview

Category Allocation--30% to 50% Equity
Fund Family American Funds
Net Assets 1.24B
YTD Return 3.32%
Yield 3.58%
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 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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