NDARX vs. ANWPX
Compare and contrast key facts about American Funds Retirement Income Portfolio - Enhanced (NDARX) and American Funds New Perspective Fund Class A (ANWPX).
NDARX 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
NDARX vs. ANWPX - Performance Comparison
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NDARX vs. ANWPX - Yearly Performance Comparison
| 2026 (YTD) | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | |
|---|---|---|---|---|---|---|---|---|---|---|
NDARX American Funds Retirement Income Portfolio - Enhanced | -0.59% | 17.21% | 11.68% | 12.03% | -10.98% | 15.09% | 7.10% | 17.88% | -4.99% | 13.62% |
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, NDARX achieves a -0.59% return, which is significantly higher than ANWPX's -5.30% return. Over the past 10 years, NDARX has underperformed ANWPX with an annualized return of 7.91%, while ANWPX has yielded a comparatively higher 12.32% annualized return.
NDARX
- 1D
- 1.62%
- 1M
- -4.80%
- YTD
- -0.59%
- 6M
- 1.78%
- 1Y
- 13.91%
- 3Y*
- 12.31%
- 5Y*
- 7.28%
- 10Y*
- 7.91%
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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NDARX vs. ANWPX - Expense Ratio Comparison
NDARX has a 0.34% expense ratio, which is lower than ANWPX's 0.72% expense ratio.
Return for Risk
NDARX vs. ANWPX — Risk / Return Rank
NDARX
ANWPX
NDARX vs. ANWPX - Risk-Adjusted Trends Comparison
This table presents a comparison of risk-adjusted performance metrics for American Funds Retirement Income Portfolio - Enhanced (NDARX) 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.
| NDARX | ANWPX | Difference | |
|---|---|---|---|
Sharpe ratioReturn per unit of total volatility | 1.47 | 1.01 | +0.45 |
Sortino ratioReturn per unit of downside risk | 2.06 | 1.55 | +0.51 |
Omega ratioGain probability vs. loss probability | 1.31 | 1.21 | +0.09 |
Calmar ratioReturn relative to maximum drawdown | 1.95 | 1.42 | +0.53 |
Martin ratioReturn relative to average drawdown | 8.65 | 5.78 | +2.87 |
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
| NDARX | ANWPX | Difference | |
|---|---|---|---|
Sharpe Ratio (1Y)Calculated over the trailing 1-year period | 1.47 | 1.01 | +0.45 |
Sharpe Ratio (5Y)Calculated over the trailing 5-year period | 0.77 | 0.41 | +0.36 |
Sharpe Ratio (10Y)Calculated over the trailing 10-year period | 0.78 | 0.70 | +0.08 |
Sharpe Ratio (All Time)Calculated using the full available price history | 0.80 | 0.65 | +0.14 |
Correlation
The correlation between NDARX and ANWPX is 0.90, 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
NDARX vs. ANWPX - Dividend Comparison
NDARX's dividend yield for the trailing twelve months is around 5.27%, less than ANWPX's 6.94% yield.
| TTM | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
NDARX American Funds Retirement Income Portfolio - Enhanced | 5.27% | 5.78% | 3.07% | 3.37% | 5.60% | 4.29% | 2.91% | 4.03% | 4.29% | 2.68% | 2.86% | 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
NDARX vs. ANWPX - Drawdown Comparison
The maximum NDARX drawdown since its inception was -23.62%, smaller than the maximum ANWPX drawdown of -52.34%. Use the drawdown chart below to compare losses from any high point for NDARX and ANWPX.
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Drawdown Indicators
| NDARX | ANWPX | Difference | |
|---|---|---|---|
Max DrawdownLargest peak-to-trough decline | -23.62% | -52.34% | +28.72% |
Max Drawdown (1Y)Largest decline over 1 year | -7.46% | -11.75% | +4.29% |
Max Drawdown (5Y)Largest decline over 5 years | -18.37% | -34.45% | +16.08% |
Max Drawdown (10Y)Largest decline over 10 years | -23.62% | -34.45% | +10.83% |
Current DrawdownCurrent decline from peak | -5.28% | -8.73% | +3.45% |
Average DrawdownAverage peak-to-trough decline | -3.13% | -8.13% | +5.00% |
Ulcer IndexDepth and duration of drawdowns from previous peaks | 1.68% | 2.89% | -1.21% |
Volatility
NDARX vs. ANWPX - Volatility Comparison
The current volatility for American Funds Retirement Income Portfolio - Enhanced (NDARX) is 3.75%, while American Funds New Perspective Fund Class A (ANWPX) has a volatility of 6.24%. This indicates that NDARX 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
| NDARX | ANWPX | Difference | |
|---|---|---|---|
Volatility (1M)Calculated over the trailing 1-month period | 3.75% | 6.24% | -2.49% |
Volatility (6M)Calculated over the trailing 6-month period | 5.99% | 10.32% | -4.33% |
Volatility (1Y)Calculated over the trailing 1-year period | 9.80% | 17.02% | -7.22% |
Volatility (5Y)Calculated over the trailing 5-year period, annualized | 9.45% | 17.15% | -7.70% |
Volatility (10Y)Calculated over the trailing 10-year period, annualized | 10.19% | 17.77% | -7.58% |