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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

Performance overview

Morningstar return ratingN/A1
Year-to-date return11.23%
5-year average return6.87%
Number of years up4
Number of years down2
Best 1-yr total return (3 Oct 2024)15.74%
Worst 1-yr total return (3 Oct 2024)N/A
Best 3-yr total return15.74%
Worst 3-yr total return3.01%

Trailing returns (%) vs. Benchmarks

Time periods longer than one year are annualised.
ReturnFIMWXCategory
YTD11.75%9.69%
1-month1.59%0.91%
3-month7.02%5.21%
1-year21.46%27.06%
3-year5.05%11.00%
5-year6.95%10.26%
10-year0.00%8.34%
Last bull market14.41%15.58%
Last bear market-8.36%-12.16%

Annual total return (%) history

Year
FIMWXCategory
2024
N/AN/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/A13.21%

Past quarterly returns (%)

YearQ1Q2Q3Q4
20243.54%0.84%7.02%N/A
20232.56%1.41%-3.01%8.70%
2022-3.14%-8.36%-5.96%8.05%
20213.18%4.39%-0.55%4.90%
2020-9.96%8.48%3.20%6.99%
20196.64%2.56%1.28%4.48%
2018-1.79%0.65%1.93%-4.22%
20172.18%2.81%2.61%N/A

Rank in category (by total return)

YTD60
1-month51
3-month10
1-year63
3-year44
5-year75

Load adjusted returns

1-year21.46%
3-year5.05%
5-year6.95%
10-yearN/A