UK markets open in 7 hours 48 minutes

American Funds Retire Inc Port-Mod R1 (RBRPX)

Nasdaq - Nasdaq Delayed price. Currency in USD
Add to watchlist
12.08-0.02 (-0.17%)
At close: 06:45PM EDT

Performance overview

Morningstar return ratingN/A1
Year-to-date return3.97%
5-year average return4.68%
Number of years up6
Number of years down2
Best 1-yr total return (27 Jun 2024)14.57%
Worst 1-yr total return (27 Jun 2024)N/A
Best 3-yr total return14.57%
Worst 3-yr total return1.91%

Trailing returns (%) vs. Benchmarks

Time periods longer than one year are annualised.
ReturnRBRPXCategory
YTD2.93%9.69%
1-month2.47%0.91%
3-month2.06%5.21%
1-year10.41%27.06%
3-year1.15%11.00%
5-year5.14%10.26%
10-year0.00%8.34%
Last bull market13.86%15.58%
Last bear market-8.55%-12.16%

Annual total return (%) history

Year
RBRPXCategory
2024
N/AN/A
2023
8.53%N/A
2022
-10.74%N/A
2021
11.10%N/A
2020
6.73%11.72%
2019
14.57%19.23%
2018
-4.50%-5.76%
2017
10.41%13.21%
2016
6.71%7.34%
2015
N/A-1.93%

Past quarterly returns (%)

YearQ1Q2Q3Q4
20243.27%N/AN/AN/A
20232.35%1.16%-3.34%8.45%
2022-3.43%-8.55%-6.22%7.78%
20212.97%4.07%-0.77%4.48%
2020-10.19%8.22%2.85%6.76%
20196.45%2.26%1.02%4.18%
2018-1.98%0.36%1.66%-4.51%
20173.17%1.94%2.67%2.25%
20162.93%2.77%1.17%-0.29%
20152.66%N/AN/AN/A

Rank in category (by total return)

YTD89
1-month84
3-month66
1-year92
3-year82
5-year92

Load adjusted returns

1-year10.41%
3-year1.15%
5-year5.14%
10-yearN/A