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American Funds Retire Inc Port-Enh R2 (RFRPX)

Nasdaq - Nasdaq Delayed price. Currency in USD
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13.08+0.08 (+0.62%)
At close: 08:00PM EDT

Performance overview

Morningstar return ratingN/A1
Year-to-date return4.54%
5-year average return6.81%
Number of years up6
Number of years down2
Best 1-yr total return (30 May 2024)17.14%
Worst 1-yr total return (30 May 2024)N/A
Best 3-yr total return17.14%
Worst 3-yr total return2.60%

Trailing returns (%) vs. Benchmarks

Time periods longer than one year are annualised.
ReturnRFRPXCategory
YTD1.83%9.69%
1-month-2.82%0.91%
3-month1.66%5.21%
1-year8.85%27.06%
3-year2.41%11.00%
5-year5.58%10.26%
10-year0.00%8.34%
Last bull market16.39%15.58%
Last bear market-9.98%-12.16%

Annual total return (%) history

Year
RFRPXCategory
2024
N/AN/A
2023
11.36%N/A
2022
-11.54%N/A
2021
14.50%N/A
2020
6.63%11.72%
2019
17.14%19.23%
2018
-5.50%-5.76%
2017
13.20%13.21%
2016
7.94%7.34%
2015
N/A-1.93%

Past quarterly returns (%)

YearQ1Q2Q3Q4
20244.78%N/AN/AN/A
20232.79%2.46%-3.15%9.17%
2022-3.80%-9.98%-5.97%8.63%
20214.13%4.92%-0.85%5.70%
2020-13.94%10.08%3.80%8.44%
20197.74%2.25%0.99%5.28%
2018-2.04%0.57%2.08%-6.04%
20173.93%2.37%3.22%3.08%
20163.00%3.14%1.43%0.17%
20153.56%N/AN/AN/A

Rank in category (by total return)

YTD51
1-month23
3-month43
1-year67
3-year36
5-year67

Load adjusted returns

1-year8.85%
3-year2.41%
5-year5.58%
10-yearN/A