NBARX vs. ANWPX
Compare and contrast key facts about American Funds Retirement Income Portfolio - Moderate (NBARX) and American Funds New Perspective Fund Class A (ANWPX).
NBARX is managed by American Funds. It was launched on Aug 27, 2015. ANWPX is managed by American Funds. It was launched on Mar 13, 1973.
Performance
NBARX vs. ANWPX - Performance Comparison
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NBARX vs. ANWPX - Yearly Performance Comparison
| 2026 (YTD) | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | |
|---|---|---|---|---|---|---|---|---|---|---|
NBARX American Funds Retirement Income Portfolio - Moderate | -0.15% | 15.67% | 9.16% | 9.25% | -10.06% | 12.14% | 7.41% | 15.42% | -3.81% | 11.18% |
ANWPX American Funds New Perspective Fund Class A | -5.30% | 21.33% | 16.76% | 24.63% | -25.92% | 17.64% | 33.42% | 30.10% | -5.99% | 28.91% |
Returns By Period
In the year-to-date period, NBARX achieves a -0.15% return, which is significantly higher than ANWPX's -5.30% return. Over the past 10 years, NBARX has underperformed ANWPX with an annualized return of 6.72%, while ANWPX has yielded a comparatively higher 12.32% annualized return.
NBARX
- 1D
- 1.27%
- 1M
- -4.29%
- YTD
- -0.15%
- 6M
- 1.94%
- 1Y
- 11.98%
- 3Y*
- 10.35%
- 5Y*
- 5.99%
- 10Y*
- 6.72%
ANWPX
- 1D
- 3.10%
- 1M
- -6.93%
- YTD
- -5.30%
- 6M
- -3.65%
- 1Y
- 16.52%
- 3Y*
- 14.90%
- 5Y*
- 7.06%
- 10Y*
- 12.32%
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NBARX vs. ANWPX - Expense Ratio Comparison
NBARX has a 0.32% expense ratio, which is lower than ANWPX's 0.72% expense ratio.
Return for Risk
NBARX vs. ANWPX — Risk / Return Rank
NBARX
ANWPX
NBARX vs. ANWPX - 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 New Perspective Fund Class A (ANWPX). 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 | ANWPX | Difference | |
|---|---|---|---|
Sharpe ratioReturn per unit of total volatility | 1.55 | 1.01 | +0.54 |
Sortino ratioReturn per unit of downside risk | 2.14 | 1.55 | +0.59 |
Omega ratioGain probability vs. loss probability | 1.32 | 1.21 | +0.10 |
Calmar ratioReturn relative to maximum drawdown | 2.04 | 1.42 | +0.62 |
Martin ratioReturn relative to average drawdown | 8.60 | 5.78 | +2.82 |
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 | ANWPX | Difference | |
|---|---|---|---|
Sharpe Ratio (1Y)Calculated over the trailing 1-year period | 1.55 | 1.01 | +0.54 |
Sharpe Ratio (5Y)Calculated over the trailing 5-year period | 0.76 | 0.41 | +0.35 |
Sharpe Ratio (10Y)Calculated over the trailing 10-year period | 0.82 | 0.70 | +0.13 |
Sharpe Ratio (All Time)Calculated using the full available price history | 0.85 | 0.65 | +0.19 |
Correlation
The correlation between NBARX and ANWPX is 0.85, 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. ANWPX - Dividend Comparison
NBARX's dividend yield for the trailing twelve months is around 5.18%, less than ANWPX's 6.94% yield.
| TTM | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
NBARX American Funds Retirement Income Portfolio - Moderate | 5.18% | 5.69% | 3.25% | 3.46% | 5.04% | 3.48% | 3.97% | 3.87% | 3.89% | 2.50% | 2.55% | 0.00% |
ANWPX American Funds New Perspective Fund Class A | 6.94% | 6.57% | 5.13% | 5.36% | 4.16% | 7.01% | 4.13% | 3.67% | 7.59% | 5.50% | 3.86% | 6.14% |
Drawdowns
NBARX vs. ANWPX - Drawdown Comparison
The maximum NBARX drawdown since its inception was -18.50%, smaller than the maximum ANWPX drawdown of -52.34%. Use the drawdown chart below to compare losses from any high point for NBARX and ANWPX.
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Drawdown Indicators
| NBARX | ANWPX | Difference | |
|---|---|---|---|
Max DrawdownLargest peak-to-trough decline | -18.50% | -52.34% | +33.84% |
Max Drawdown (1Y)Largest decline over 1 year | -6.17% | -11.75% | +5.58% |
Max Drawdown (5Y)Largest decline over 5 years | -16.86% | -34.45% | +17.59% |
Max Drawdown (10Y)Largest decline over 10 years | -18.50% | -34.45% | +15.95% |
Current DrawdownCurrent decline from peak | -4.70% | -8.73% | +4.03% |
Average DrawdownAverage peak-to-trough decline | -2.70% | -8.13% | +5.43% |
Ulcer IndexDepth and duration of drawdowns from previous peaks | 1.47% | 2.89% | -1.42% |
Volatility
NBARX vs. ANWPX - Volatility Comparison
The current volatility for American Funds Retirement Income Portfolio - Moderate (NBARX) is 3.21%, while American Funds New Perspective Fund Class A (ANWPX) has a volatility of 6.24%. This indicates that NBARX experiences smaller price fluctuations and is considered to be less risky than ANWPX based on this measure. The chart below showcases a comparison of their rolling one-month volatility.
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Volatility by Period
| NBARX | ANWPX | Difference | |
|---|---|---|---|
Volatility (1M)Calculated over the trailing 1-month period | 3.21% | 6.24% | -3.03% |
Volatility (6M)Calculated over the trailing 6-month period | 4.93% | 10.32% | -5.39% |
Volatility (1Y)Calculated over the trailing 1-year period | 7.98% | 17.02% | -9.04% |
Volatility (5Y)Calculated over the trailing 5-year period, annualized | 7.93% | 17.15% | -9.22% |
Volatility (10Y)Calculated over the trailing 10-year period, annualized | 8.20% | 17.77% | -9.57% |