Australia markets closed

American Funds Retire Inc Port-Enh R3 (RLRPX)

Nasdaq - Nasdaq Delayed price. Currency in USD
Add to watchlist
13.26-0.02 (-0.15%)
At close: 08:00PM EDT

Performance overview

Morningstar return ratingN/A1
Year-to-date return5.76%
5-year average return6.80%
Number of years up6
Number of years down2
Best 1-yr total return (13 June 2024)17.47%
Worst 1-yr total return (13 June 2024)N/A
Best 3-yr total return17.47%
Worst 3-yr total return2.90%

Trailing returns (%) vs. Benchmarks

Time periods longer than one year are annualised.
ReturnRLRPXCategory
YTD4.72%9.69%
1-month2.74%0.91%
3-month2.69%5.21%
1-year14.47%27.06%
3-year3.00%11.00%
5-year7.15%10.26%
10-year0.00%8.34%
Last bull market16.48%15.58%
Last bear market-9.95%-12.16%

Annual total return (%) history

Year
RLRPXCategory
2024
N/AN/A
2023
11.67%N/A
2022
-11.21%N/A
2021
14.80%N/A
2020
6.91%11.72%
2019
17.47%19.23%
2018
-5.25%-5.76%
2017
13.33%13.21%
2016
8.21%7.34%
2015
N/A-1.93%

Past quarterly returns (%)

YearQ1Q2Q3Q4
20244.80%N/AN/AN/A
20232.86%2.53%-3.06%9.24%
2022-3.72%-9.95%-5.89%8.81%
20214.19%4.98%-0.70%5.70%
2020-13.93%10.21%3.82%8.56%
20197.68%2.39%1.06%5.42%
2018-1.97%0.60%2.21%-6.00%
20173.95%2.39%3.26%3.12%
20163.09%3.15%1.54%0.21%
20153.61%N/AN/AN/A

Rank in category (by total return)

YTD58
1-month73
3-month34
1-year57
3-year39
5-year60

Load adjusted returns

1-year14.47%
3-year3.00%
5-year7.15%
10-yearN/A