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American Funds Retire Inc Port-Cnsrv F3 (FICWX)

Nasdaq - Nasdaq Delayed Price. Currency in USD
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11.30+0.07 (+0.62%)
At close: 08:00PM EDT

Performance Overview

Morningstar Return RatingN/A1
Year-to-Date Return0.70%
5-Year Average Return4.22%
Number of Years Up4
Number of Years Down2
Best 1 Yr Total Return (May 2, 2024)13.56%
Worst 1 Yr Total Return (May 2, 2024)N/A
Best 3-Yr Total Return13.56%
Worst 3-Yr Total Return1.73%

Trailing Returns (%) Vs. Benchmarks

Time periods greater than 1 year are annualized.
ReturnFICWXCategory
YTD-0.46%5.91%
1-Month-2.53%0.61%
3-Month-0.46%4.02%
1-Year3.17%18.59%
3-Year0.42%8.56%
5-Year3.94%7.44%
10-Year0.00%6.20%
Last Bull Market11.78%11.89%
Last Bear Market-6.92%-8.23%

Annual Total Return (%) History

Year
FICWXCategory
2024
N/AN/A
2023
7.28%N/A
2022
-9.82%N/A
2021
8.83%N/A
2020
8.82%8.86%
2019
13.56%14.81%
2018
-2.54%-5.04%
2017
N/A9.86%

Past Quarterly Returns (%)

YearQ1Q2Q3Q4
20242.13%N/AN/AN/A
20232.39%0.12%-2.93%7.80%
2022-3.19%-6.92%-5.87%6.32%
20211.54%3.47%-0.22%3.81%
2020-6.10%7.17%2.49%5.51%
20195.71%2.59%1.35%3.32%
2018-1.65%0.53%1.29%-2.69%
20171.97%2.37%1.82%N/A

Rank In Category (By Total Return)

YTD80
1-Month32
3-Month81
1-Year92
3-Year29
5-Year42

Load Adjusted Returns

1-Year3.17%
3-Year0.42%
5-Year3.94%
10-YearN/A