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American Funds Retire Inc Port-Mod F3 (FIMWX)
Nasdaq - Nasdaq Delayed price. Currency in USD
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12.85
+0.01
(+0.08%)
At close: 08:00PM EDT
Summary
Chart
Historical data
Profile
Holdings
Performance
Risk
Purchase info
Sustainability
Performance overview
Morningstar return rating
N/A1
Year-to-date return
11.23%
5-year average return
6.87%
Number of years up
4
Number of years down
2
Best 1-yr total return (3 Oct 2024)
15.74%
Worst 1-yr total return (3 Oct 2024)
N/A
Best 3-yr total return
15.74%
Worst 3-yr total return
3.01%
Trailing returns (%) vs. Benchmarks
Time periods longer than one year are annualised.
Return
FIMWX
Category
YTD
11.75%
9.69%
1-month
1.59%
0.91%
3-month
7.02%
5.21%
1-year
21.46%
27.06%
3-year
5.05%
11.00%
5-year
6.95%
10.26%
10-year
0.00%
8.34%
Last bull market
14.41%
15.58%
Last bear market
-8.36%
-12.16%
Annual total return (%) history
Year
FIMWX
Category
2024
N/A
N/A
2023
9.65%
N/A
2022
-9.81%
N/A
2021
12.37%
N/A
2020
7.84%
11.72%
2019
15.74%
19.23%
2018
-3.51%
-5.76%
2017
N/A
13.21%
Past quarterly returns (%)
Year
Q1
Q2
Q3
Q4
2024
3.54%
0.84%
7.02%
N/A
2023
2.56%
1.41%
-3.01%
8.70%
2022
-3.14%
-8.36%
-5.96%
8.05%
2021
3.18%
4.39%
-0.55%
4.90%
2020
-9.96%
8.48%
3.20%
6.99%
2019
6.64%
2.56%
1.28%
4.48%
2018
-1.79%
0.65%
1.93%
-4.22%
2017
2.18%
2.81%
2.61%
N/A
Rank in category (by total return)
YTD
60
1-month
51
3-month
10
1-year
63
3-year
44
5-year
75
Load adjusted returns
1-year
21.46%
3-year
5.05%
5-year
6.95%
10-year
N/A
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