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.
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 | 13.39% |
| Worst 1Y Total Return | -- |
| Number of Years Up | 7 |
| Number of Years Down | 2 |
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 |
Risk Statistics
| 3 Years | 5 Years | 10 Years | ||||
|---|---|---|---|---|---|---|
| RROPX | Category Average | RROPX | Category Average | RROPX | Category Average | |
| Alpha | -0.88 | -0.01 | -0.91 | -0.01 | -- | -0 |
| BETA | 0.72 | 0.01 | 0.69 | 0.01 | -- | 0.01 |
| Mean Annual Return | 0.31 | 0.01 | 0.52 | 0.01 | -- | 0.01 |
| R-squared | 94.71 | 0.92 | 94.5 | 0.91 | -- | 0.91 |
| Standard Deviation | 9.34 | 0.1 | 8.23 | 0.08 | -- | 0.07 |
| Sharpe Ratio | -0.09 | 0.01 | 0.42 | 0.01 | -- | 0.01 |
| Treynor Ratio | -1.81 | 0.09 | 4.76 | 0.08 | -- | 0.07 |
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