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American Funds Retire Inc Port-Mod F1 (FBFWX)

Nasdaq - Nasdaq Delayed price. Currency in USD
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12.23+0.06 (+0.49%)
At close: 08:00PM EDT

Performance overview

Morningstar return ratingN/A1
Year-to-date return4.42%
5-year average return5.32%
Number of years up6
Number of years down2
Best 1-yr total return (1 Jul 2024)15.34%
Worst 1-yr total return (1 Jul 2024)N/A
Best 3-yr total return15.34%
Worst 3-yr total return2.66%

Trailing returns (%) vs. Benchmarks

Time periods longer than one year are annualised.
ReturnFBFWXCategory
YTD3.22%9.69%
1-month2.54%0.91%
3-month2.26%5.21%
1-year11.12%27.06%
3-year1.90%11.00%
5-year5.91%10.26%
10-year0.00%8.34%
Last bull market14.22%15.58%
Last bear market-8.44%-12.16%

Annual total return (%) history

Year
FBFWXCategory
2024
N/AN/A
2023
9.26%N/A
2022
-10.14%N/A
2021
12.08%N/A
2020
7.41%11.72%
2019
15.34%19.23%
2018
-3.85%-5.76%
2017
11.14%13.21%
2016
7.38%7.34%
2015
N/A-1.93%

Past quarterly returns (%)

YearQ1Q2Q3Q4
20243.47%0.75%N/AN/A
20232.49%1.32%-3.10%8.59%
2022-3.21%-8.44%-6.05%7.94%
20213.19%4.22%-0.55%4.80%
2020-10.02%8.39%3.03%6.89%
20196.57%2.48%1.28%4.29%
2018-1.86%0.56%1.83%-4.32%
20173.36%2.11%2.81%2.43%
20163.08%2.99%1.32%-0.17%
20152.68%N/AN/AN/A

Rank in category (by total return)

YTD86
1-month82
3-month54
1-year90
3-year64
5-year85

Load adjusted returns

1-year11.12%
3-year1.90%
5-year5.91%
10-yearN/A