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American Funds Retire Inc Port-Cnsrv F1 (FAFWX)
As of 8:05 AM EST. Market Open.
Performance Overview
| Morningstar Return Rating | -- |
| YTD Return | 8.00% |
| 5y Average Return | 4.47% |
| Number of Years Up | 6 |
| Number of Years Down | 2 |
| Best 1Y Total Return (Nov 6, 2024) | 13.19% |
| Worst 1Y Total Return (Nov 6, 2024) | -- |
| Best 3Y Total Return | 13.19% |
| Worst 3Y Total Return | 1.37% |
Trailing Returns (%) Vs. Benchmarks
Monthly Total Returns
FAFWX
Category
- YTD
- 7.45%
- 5.91%
- 1-Month
- -1.82%
- 0.61%
- 3-Month
- 1.67%
- 4.02%
- 1-Year
- 17.50%
- 18.59%
- 3-Year
- 1.66%
- 8.56%
- 5-Year
- 4.44%
- 7.44%
- 10-Year
- 0.00%
- 6.20%
- Last Bull Market
- 11.60%
- 11.89%
- Last Bear Market
- -7.10%
- -8.23%
Annual Total Return (%) History
Year
FAFWX
Category
Past Quarterly Returns
| Year | Q1 | Q2 | Q3 | Q4 |
|---|---|---|---|---|
| 2024 | 2.05% | 0.56% | 6.64% | -- |
| 2023 | 2.41% | -0.06% | -3.03% | 7.70% |
| 2022 | -3.26% | -7.10% | -5.88% | 6.21% |
| 2021 | 1.47% | 3.38% | -0.30% | 3.72% |
| 2020 | -6.26% | 7.11% | 2.41% | 5.41% |
| 2019 | 5.54% | 2.60% | 1.17% | 3.32% |
| 2018 | -1.72% | 0.34% | 1.30% | -2.78% |
| 2017 | 2.75% | 1.88% | 2.29% | 1.73% |
| 2016 | 3.02% | 2.63% | 1.03% | -0.86% |
| 2015 | 1.90% | -- | -- | -- |
Rank in Category (By Total Return)
| YTD | 47 |
| 1-Month | 42 |
| 3-Month | 19 |
| 1-Year | 65 |
| 3-Year | 28 |
| 5-Year | 56 |
Load Adjusted Returns
| 1-Year | 17.50% |
| 3-Year | 1.66% |
| 5-Year | 4.44% |
| 10-Year | -- |
Performance & Risk
| YTD Return | 8.00% |
| 5y Average Return | 4.47% |
| Rank in Category (ytd) | 47 |
| % Rank in Category (ytd) | -- |
| Beta (5Y Monthly) | 0.72 |
| Morningstar Risk Rating |
Fund Overview
| Category | Allocation--30% to 50% Equity |
| Fund Family | American Funds |
| Net Assets | 1.22B |
| YTD Return | 7.45% |
| Yield | 3.12% |
| Morningstar Rating | |
| Inception Date | Aug 28, 2015 |
Fund Summary
The advisor will attempt to achieve its investment objectives by investing in a mix of American Funds in varying combinations and weightings over time. The underlying funds will typically seek to generate income from their investments and will primarily consist of fixed-income, equity-income and balanced funds. The fund is one of a suite of three American Funds Retirement Income Portfolios designed to help investors in or near retirement with a withdrawal program. It seeks to provide the lowest downside risk.
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