Nasdaq - Delayed Quote USD
American Funds Retire Inc Port-Enh R5E (RRQPX)
13.99
+0.02
+(0.14%)
At close: 8:02:11 PM EDT
Performance Overview
| Morningstar Return Rating | -- |
| YTD Return | 2.61% |
| 5y Average Return | 9.55% |
| Number of Years Up | 7 |
| Number of Years Down | 2 |
| Best 1Y Total Return (May 6, 2025) | 18.07% |
| Worst 1Y Total Return (May 6, 2025) | -- |
| Best 3Y Total Return | 18.07% |
| Worst 3Y Total Return | 3.32% |
Trailing Returns (%) Vs. Benchmarks
Monthly Total Returns
RRQPX
Category
- YTD
- 2.03%
- 0.00%
- 1-Month
- 0.07%
- 0.00%
- 3-Month
- -0.80%
- 0.00%
- 1-Year
- 11.87%
- 0.00%
- 3-Year
- 7.61%
- 0.00%
- 5-Year
- 9.02%
- 0.00%
- 10-Year
- 0.00%
- 0.00%
- Last Bull Market
- 11.92%
- 0.00%
- Last Bear Market
- -9.81%
- 0.00%
Annual Total Return (%) History
Year
RRQPX
Category
Past Quarterly Returns
| Year | Q1 | Q2 | Q3 | Q4 |
|---|---|---|---|---|
| 2025 | 1.95% | -- | -- | -- |
| 2024 | 4.88% | 1.20% | 6.89% | -1.40% |
| 2023 | 2.91% | 2.62% | -2.95% | 9.42% |
| 2022 | -3.63% | -9.81% | -5.86% | 8.97% |
| 2021 | 4.34% | 5.06% | -0.67% | 5.87% |
| 2020 | -13.83% | 10.28% | 3.89% | 8.67% |
| 2019 | 7.83% | 2.55% | 1.10% | 5.62% |
| 2018 | -1.81% | 0.74% | 2.27% | -5.91% |
| 2017 | 4.15% | 2.47% | 3.43% | 3.28% |
| 2016 | 3.18% | 3.31% | 1.56% | 0.32% |
Rank in Category (By Total Return)
| YTD | 30 |
| 1-Month | 61 |
| 3-Month | 35 |
| 1-Year | 9 |
| 3-Year | 10 |
| 5-Year | 22 |
Load Adjusted Returns
| 1-Year | 11.87% |
| 3-Year | 7.61% |
| 5-Year | 9.02% |
| 10-Year | -- |
Performance & Risk
| YTD Return | 2.61% |
| 5y Average Return | 9.55% |
| 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 | 2.03% |
| Yield | 3.23% |
| 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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