NAARX vs. RERGX
Compare and contrast key facts about American Funds Retirement Income Portfolio - Conservative (NAARX) and American Funds EuroPacific Growth Fund Class R-6 (RERGX).
NAARX is managed by American Funds. It was launched on Aug 27, 2015. RERGX is managed by American Funds.
Performance
NAARX vs. RERGX - Performance Comparison
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NAARX vs. RERGX - Yearly Performance Comparison
| 2026 (YTD) | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | |
|---|---|---|---|---|---|---|---|---|---|---|
NAARX American Funds Retirement Income Portfolio - Conservative | -0.24% | 13.24% | 6.80% | 6.89% | -10.04% | 8.51% | 8.40% | 13.11% | -2.76% | 8.89% |
RERGX American Funds EuroPacific Growth Fund Class R-6 | -2.84% | 29.34% | 3.00% | 16.11% | -22.77% | 2.84% | 25.27% | 27.40% | -17.33% | 31.19% |
Returns By Period
In the year-to-date period, NAARX achieves a -0.24% return, which is significantly higher than RERGX's -2.84% return. Over the past 10 years, NAARX has underperformed RERGX with an annualized return of 5.33%, while RERGX has yielded a comparatively higher 7.97% annualized return.
NAARX
- 1D
- 0.87%
- 1M
- -3.64%
- YTD
- -0.24%
- 6M
- 1.34%
- 1Y
- 9.11%
- 3Y*
- 8.01%
- 5Y*
- 4.28%
- 10Y*
- 5.33%
RERGX
- 1D
- 2.76%
- 1M
- -8.17%
- YTD
- -2.84%
- 6M
- 0.96%
- 1Y
- 21.57%
- 3Y*
- 11.01%
- 5Y*
- 3.33%
- 10Y*
- 7.97%
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NAARX vs. RERGX - Expense Ratio Comparison
NAARX has a 0.34% expense ratio, which is lower than RERGX's 0.46% expense ratio.
Return for Risk
NAARX vs. RERGX — Risk / Return Rank
NAARX
RERGX
NAARX vs. RERGX - Risk-Adjusted Trends Comparison
This table presents a comparison of risk-adjusted performance metrics for American Funds Retirement Income Portfolio - Conservative (NAARX) and American Funds EuroPacific Growth Fund Class R-6 (RERGX). Risk-adjusted metrics are performance indicators that assess an investment's returns in relation to its risk, enabling a more accurate comparison of different investment options.
| NAARX | RERGX | Difference | |
|---|---|---|---|
Sharpe ratioReturn per unit of total volatility | 1.54 | 1.38 | +0.17 |
Sortino ratioReturn per unit of downside risk | 2.11 | 1.87 | +0.25 |
Omega ratioGain probability vs. loss probability | 1.31 | 1.27 | +0.04 |
Calmar ratioReturn relative to maximum drawdown | 1.85 | 1.68 | +0.18 |
Martin ratioReturn relative to average drawdown | 7.91 | 6.37 | +1.54 |
Data is calculated on a 1-year rolling basis and updated daily. The trend shows the change in the indicator over the past month. | |||
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Sharpe Ratios by Period
| NAARX | RERGX | Difference | |
|---|---|---|---|
Sharpe Ratio (1Y)Calculated over the trailing 1-year period | 1.54 | 1.38 | +0.17 |
Sharpe Ratio (5Y)Calculated over the trailing 5-year period | 0.66 | 0.20 | +0.45 |
Sharpe Ratio (10Y)Calculated over the trailing 10-year period | 0.84 | 0.48 | +0.36 |
Sharpe Ratio (All Time)Calculated using the full available price history | 0.87 | 0.38 | +0.49 |
Correlation
The correlation between NAARX and RERGX is 0.75, which is considered to be high. That indicates a strong positive relationship between their price movements. Having highly-correlated positions in a portfolio may signal a lack of diversification, potentially leading to increased risk during market downturns.
Dividends
NAARX vs. RERGX - Dividend Comparison
NAARX's dividend yield for the trailing twelve months is around 2.79%, less than RERGX's 14.36% yield.
| TTM | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
NAARX American Funds Retirement Income Portfolio - Conservative | 2.79% | 3.27% | 3.37% | 3.17% | 3.19% | 2.98% | 3.84% | 3.28% | 3.33% | 2.23% | 2.21% | 0.00% |
RERGX American Funds EuroPacific Growth Fund Class R-6 | 14.36% | 13.95% | 4.96% | 3.95% | 2.02% | 10.19% | 0.41% | 3.14% | 3.17% | 4.99% | 1.64% | 3.43% |
Drawdowns
NAARX vs. RERGX - Drawdown Comparison
The maximum NAARX drawdown since its inception was -15.66%, smaller than the maximum RERGX drawdown of -37.30%. Use the drawdown chart below to compare losses from any high point for NAARX and RERGX.
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Drawdown Indicators
| NAARX | RERGX | Difference | |
|---|---|---|---|
Max DrawdownLargest peak-to-trough decline | -15.66% | -37.30% | +21.64% |
Max Drawdown (1Y)Largest decline over 1 year | -5.21% | -12.52% | +7.31% |
Max Drawdown (5Y)Largest decline over 5 years | -15.66% | -37.30% | +21.64% |
Max Drawdown (10Y)Largest decline over 10 years | -15.66% | -37.30% | +21.64% |
Current DrawdownCurrent decline from peak | -4.08% | -10.11% | +6.03% |
Average DrawdownAverage peak-to-trough decline | -2.54% | -9.28% | +6.74% |
Ulcer IndexDepth and duration of drawdowns from previous peaks | 1.22% | 3.30% | -2.08% |
Volatility
NAARX vs. RERGX - Volatility Comparison
The current volatility for American Funds Retirement Income Portfolio - Conservative (NAARX) is 2.59%, while American Funds EuroPacific Growth Fund Class R-6 (RERGX) has a volatility of 7.27%. This indicates that NAARX experiences smaller price fluctuations and is considered to be less risky than RERGX based on this measure. The chart below showcases a comparison of their rolling one-month volatility.
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Volatility by Period
| NAARX | RERGX | Difference | |
|---|---|---|---|
Volatility (1M)Calculated over the trailing 1-month period | 2.59% | 7.27% | -4.68% |
Volatility (6M)Calculated over the trailing 6-month period | 3.83% | 11.54% | -7.71% |
Volatility (1Y)Calculated over the trailing 1-year period | 6.10% | 16.40% | -10.30% |
Volatility (5Y)Calculated over the trailing 5-year period, annualized | 6.55% | 16.48% | -9.93% |
Volatility (10Y)Calculated over the trailing 10-year period, annualized | 6.39% | 16.80% | -10.41% |