NBARX vs. AMECX
Compare and contrast key facts about American Funds Retirement Income Portfolio - Moderate (NBARX) and American Funds The Income Fund of America Class A (AMECX).
NBARX is managed by American Funds. It was launched on Aug 27, 2015. AMECX is managed by American Funds. It was launched on Dec 1, 1973.
Performance
NBARX vs. AMECX - Performance Comparison
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NBARX vs. AMECX - Yearly Performance Comparison
| 2026 (YTD) | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | |
|---|---|---|---|---|---|---|---|---|---|---|
NBARX American Funds Retirement Income Portfolio - Moderate | -1.40% | 15.67% | 9.16% | 9.25% | -10.06% | 12.14% | 7.41% | 15.42% | -3.81% | 11.18% |
AMECX American Funds The Income Fund of America Class A | 2.83% | 17.77% | 10.84% | 6.79% | -6.40% | 17.37% | 4.49% | 18.50% | -5.27% | 12.58% |
Returns By Period
In the year-to-date period, NBARX achieves a -1.40% return, which is significantly lower than AMECX's 2.83% return. Over the past 10 years, NBARX has underperformed AMECX with an annualized return of 6.59%, while AMECX has yielded a comparatively higher 8.35% annualized return.
NBARX
- 1D
- 0.22%
- 1M
- -5.89%
- YTD
- -1.40%
- 6M
- 1.03%
- 1Y
- 10.93%
- 3Y*
- 9.89%
- 5Y*
- 5.86%
- 10Y*
- 6.59%
AMECX
- 1D
- 1.33%
- 1M
- -4.18%
- YTD
- 2.83%
- 6M
- 5.30%
- 1Y
- 15.39%
- 3Y*
- 12.45%
- 5Y*
- 8.08%
- 10Y*
- 8.35%
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NBARX vs. AMECX - Expense Ratio Comparison
NBARX has a 0.32% expense ratio, which is lower than AMECX's 0.56% expense ratio.
Return for Risk
NBARX vs. AMECX — Risk / Return Rank
NBARX
AMECX
NBARX vs. AMECX - Risk-Adjusted Trends Comparison
This table presents a comparison of risk-adjusted performance metrics for American Funds Retirement Income Portfolio - Moderate (NBARX) and American Funds The Income Fund of America Class A (AMECX). 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.
| NBARX | AMECX | Difference | |
|---|---|---|---|
Sharpe ratioReturn per unit of total volatility | 1.42 | 1.65 | -0.23 |
Sortino ratioReturn per unit of downside risk | 1.96 | 2.27 | -0.32 |
Omega ratioGain probability vs. loss probability | 1.29 | 1.34 | -0.05 |
Calmar ratioReturn relative to maximum drawdown | 1.74 | 1.97 | -0.23 |
Martin ratioReturn relative to average drawdown | 7.49 | 9.13 | -1.64 |
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
| NBARX | AMECX | Difference | |
|---|---|---|---|
Sharpe Ratio (1Y)Calculated over the trailing 1-year period | 1.42 | 1.65 | -0.23 |
Sharpe Ratio (5Y)Calculated over the trailing 5-year period | 0.74 | 0.86 | -0.12 |
Sharpe Ratio (10Y)Calculated over the trailing 10-year period | 0.81 | 0.79 | +0.02 |
Sharpe Ratio (All Time)Calculated using the full available price history | 0.83 | 0.72 | +0.11 |
Correlation
The correlation between NBARX and AMECX is 0.96, 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
NBARX vs. AMECX - Dividend Comparison
NBARX's dividend yield for the trailing twelve months is around 5.24%, less than AMECX's 9.73% yield.
| TTM | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
NBARX American Funds Retirement Income Portfolio - Moderate | 5.24% | 5.69% | 3.25% | 3.46% | 5.04% | 3.48% | 3.97% | 3.87% | 3.89% | 2.50% | 2.55% | 0.00% |
AMECX American Funds The Income Fund of America Class A | 9.73% | 9.94% | 6.38% | 2.93% | 6.98% | 6.67% | 2.80% | 5.01% | 7.48% | 4.26% | 3.09% | 5.09% |
Drawdowns
NBARX vs. AMECX - Drawdown Comparison
The maximum NBARX drawdown since its inception was -18.50%, smaller than the maximum AMECX drawdown of -41.92%. Use the drawdown chart below to compare losses from any high point for NBARX and AMECX.
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Drawdown Indicators
| NBARX | AMECX | Difference | |
|---|---|---|---|
Max DrawdownLargest peak-to-trough decline | -18.50% | -41.92% | +23.42% |
Max Drawdown (1Y)Largest decline over 1 year | -6.17% | -8.19% | +2.02% |
Max Drawdown (5Y)Largest decline over 5 years | -16.86% | -15.78% | -1.08% |
Max Drawdown (10Y)Largest decline over 10 years | -18.50% | -26.13% | +7.63% |
Current DrawdownCurrent decline from peak | -5.89% | -4.48% | -1.41% |
Average DrawdownAverage peak-to-trough decline | -2.70% | -4.46% | +1.76% |
Ulcer IndexDepth and duration of drawdowns from previous peaks | 1.44% | 1.77% | -0.33% |
Volatility
NBARX vs. AMECX - Volatility Comparison
The current volatility for American Funds Retirement Income Portfolio - Moderate (NBARX) is 2.82%, while American Funds The Income Fund of America Class A (AMECX) has a volatility of 3.35%. This indicates that NBARX experiences smaller price fluctuations and is considered to be less risky than AMECX based on this measure. The chart below showcases a comparison of their rolling one-month volatility.
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Volatility by Period
| NBARX | AMECX | Difference | |
|---|---|---|---|
Volatility (1M)Calculated over the trailing 1-month period | 2.82% | 3.35% | -0.53% |
Volatility (6M)Calculated over the trailing 6-month period | 4.77% | 5.64% | -0.87% |
Volatility (1Y)Calculated over the trailing 1-year period | 7.90% | 9.54% | -1.64% |
Volatility (5Y)Calculated over the trailing 5-year period, annualized | 7.91% | 9.45% | -1.54% |
Volatility (10Y)Calculated over the trailing 10-year period, annualized | 8.19% | 10.67% | -2.48% |