Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| FHFWX (AMERICAN FUNDS RETIREMENT INCOME PORTFOLIO – MODERATE CLASS F-2) | 5.47% | 14.25% | 12.34% | 6.50% | 7.40% | NA | NA | … | … |
Data as of 06/11/2026, Common starting date is 08/31/2015
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| FHFWX (AMERICAN FUNDS RETIREMENT INCOME PORTFOLIO – MODERATE CLASS F-2) | 08/31/2015 | 06/11/2026 |
| Last 1 Week | 1 Yr | 3 Yr | 5 Yr | 10 Yr | 15 Yr | 20 Yr | Common | Inception | YTD | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return (%) | -0.42 | 14.25 | 12.34 | 6.50 | 7.40 | NA | NA | … | … | 5.47 | 15.96 | 9.36 | 9.45 | -9.85 | 12.34 | 7.75 | 15.63 | -3.59 | 11.40 | 7.60 | 1.57 |
| Sharpe Ratio | NA | 1.76 | 1.25 | 0.48 | 0.68 | NA | NA | … | … | 1.09 | 1.70 | 0.90 | 0.84 | -1.02 | 2.00 | 0.48 | 2.89 | -0.74 | 3.27 | 1.06 | 0.56 |
| Standard Deviation(%) | NA | 6.48 | 7.20 | 7.96 | 8.25 | NA | NA | … | … | 7.82 | 7.72 | 6.35 | 6.93 | 11.12 | 6.16 | 15.50 | 4.91 | 6.77 | 3.30 | 7.00 | 8.36 |
| Draw Down(%) | NA | 5.51 | 6.84 | 16.70 | 18.56 | NA | NA | … | … | 5.51 | 6.83 | 3.21 | 6.84 | 16.70 | 2.83 | 18.56 | 2.26 | 8.83 | 1.14 | 4.58 | 3.00 |
| Yield(%) | 0.00 | 6.08 | 4.85 | 4.23 | 4.57 | 3.28 | 2.46 | … | … | 0.60 | 6.43 | 3.65 | 3.85 | 4.51 | 3.99 | 4.31 | 4.52 | 3.80 | 2.93 | 2.89 | 0.77 |
Data as of 06/11/2026, Common starting date is 08/31/2015
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| FHFWX (AMERICAN FUNDS RETIREMENT INCOME PORTFOLIO – MODERATE CLASS F-2) |
1.77%
Sep 2019 – Sep 2022 |
2.91%
Sep 2017 – Sep 2022 |
6.92%
Oct 2015 – Oct 2025 |
0.00%
NA |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| FHFWX (AMERICAN FUNDS RETIREMENT INCOME PORTFOLIO – MODERATE CLASS F-2) |
13.48%
Sep 2022 – Sep 2025 |
8.50%
Dec 2016 – Dec 2021 |
7.94%
Feb 2016 – Feb 2026 |
0.00%
NA |
Annualized Rolling Returns Comparison Chart