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Nasdaq - Delayed Quote USD

American Funds Retire Inc Port-Cnsrv R5E (RROPX)

11.80
-0.02
(-0.17%)
As of 8:07:11 AM EDT. Market Open.

Performance Overview

Morningstar Return Rating --
YTD Return 1.15%
5y Average Return 5.01%
Number of Years Up 7
Number of Years Down 2
Best 1Y Total Return (Apr 16, 2025) 13.39%
Worst 1Y Total Return (Apr 16, 2025) --
Best 3Y Total Return 13.39%
Worst 3Y Total Return 1.06%

Trailing Returns (%) Vs. Benchmarks

Monthly Total Returns
RROPX
Category
YTD
3.30%
5.91%
1-Month
-0.52%
0.61%
3-Month
3.30%
4.02%
1-Year
8.27%
18.59%
3-Year
3.30%
8.56%
5-Year
6.08%
7.44%
10-Year
0.00%
6.20%
Last Bull Market
9.64%
11.89%
Last Bear Market
-6.91%
-8.23%

Annual Total Return (%) History

Year
RROPX
Category
2025
--
--
2024
7.00%
--
2023
7.11%
--
2022
-9.94%
--
2021
8.83%
--
2020
8.63%
8.86%
2019
13.39%
14.81%
2018
-2.69%
-5.04%

2017
9.21%
9.86%
2016
6.06%
6.62%

Past Quarterly Returns

YearQ1Q2Q3Q4
2025 3.30% -- -- --
2024 2.09% 0.62% 6.74% -2.41%
2023 2.45% 0.00% -2.94% 7.72%
2022 -3.27% -6.91% -5.86% 6.25%
2021 1.52% 3.53% -0.30% 3.85%
2020 -6.13% 7.16% 2.43% 5.44%
2019 5.67% 2.55% 1.31% 3.28%
2018 -1.68% 0.49% 1.25% -2.73%
2017 2.88% 1.98% 2.26% 1.79%
2016 3.12% 2.62% 1.06% -0.83%

Rank in Category (By Total Return)

YTD 4
1-Month 7
3-Month 4
1-Year 3
3-Year 32
5-Year 65

Load Adjusted Returns

1-Year 8.27%
3-Year 3.30%
5-Year 6.08%
10-Year --

Performance & Risk

YTD Return 1.15%
5y Average Return 5.01%
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 3.30%
Yield 3.49%
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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