American Funds Retirement Income Portfolio - Moderate Class F-1

American Funds Retirement Income Portfolio - Moderate Class F-1verified

FBFWX

Price:

$14.06

Market Cap:

$1.66B

The advisor will attempt to achieve its investment objectives by investing in a mix of American Funds in varying combinations and weightings over time. The underlying funds will typically seek to generate income from their investments and will primarily consist of equity-income, fixed-income and balanced funds. The fund is one of a suite of three American Funds Retirement Income Portfolios designed to help investors in or near retirement with a withdrawal program.

Industry

Asset Management - Income

IPO Date

2015-08-28

Stock Exchange

NASDAQ

Ticker

FBFWX

The ROE as of December 2025 (TTM) for American Funds Retirement Income Portfolio - Moderate Class F-1 (FBFWX) is 7.05%

According to American Funds Retirement Income Portfolio - Moderate Class F-1’s latest financial reports and current stock price. The company's current ROE is 7.05%. This represents a change of 299.50% compared to the average of 1.76% of the last 4 quarters.

American Funds Retirement Income Portfolio - Moderate Class F-1 (FBFWX) Historical ROE (quarterly & annually)

How has FBFWX ROE performed in the past?

The mean historical ROE of American Funds Retirement Income Portfolio - Moderate Class F-1 over the last ten years is 12.51%. The current 7.05% ROE has changed -43.65% with respect to the historical average. Over the past ten years (40 quarters), FBFWX's ROE was at its highest in in the December 2021 quarter at 25.31%. The ROE was at its lowest in in the December 2020 quarter at -9.08%.

Quarterly (TTM)
Annual

Average

12.51%

Median

11.67%

Minimum

-4.58%

Maximum

36.97%

American Funds Retirement Income Portfolio - Moderate Class F-1 (FBFWX) ROE by Quarter and Year

Discovering the peaks and valleys of American Funds Retirement Income Portfolio - Moderate Class F-1 ROE, unveiling quarterly and yearly fluctuations to gain insights into the company’s financial performance and market dynamics, offering valuable data for investors and analysts alike.

Maximum Annual Increase = 411.03%

Maximum Annual ROE = 36.97%

Minimum Annual Increase = -3042.51%

Minimum Annual ROE = -4.58%

Quarterly (TTM)
Annual
YearROEChange
202413.11%29.02%
202310.16%-321.84%
2022-4.58%-112.39%
202136.97%-987.08%
2020-4.17%-3042.51%
20190.14%-98.62%
201810.23%-52.91%
201721.73%38.13%
201615.73%-38.89%
201525.74%411.03%

American Funds Retirement Income Portfolio - Moderate Class F-1 (FBFWX) Average ROE

How has FBFWX ROE performed in the past?

The current ROE of American Funds Retirement Income Portfolio - Moderate Class F-1 (FBFWX) is less than than its 3-year, less than than its 5-year, and less than than its 10-year historical averages

3-year avg

6.23%

5-year avg

10.30%

10-year avg

12.51%

American Funds Retirement Income Portfolio - Moderate Class F-1 (FBFWX) ROE vs. Peers

How is FBFWX’s ROE compared to its peers?

American Funds Retirement Income Portfolio - Moderate Class F-1’s ROE is greater than American Funds Retirement Income Portfolio - Conservative Class F-1 (0%), greater than American Funds Retirement Income Portfolio - Enhanced Class F-1 (0%), greater than Schwab Target 2030 Index Fund Institutional Shares (0%), less than The Gabelli Dividend & Income Trust (13.20%), less than Sprott Gold Equity Investor (0%), greater than Principal Fds, Inc. Global Real Estate Securities Fd Cl A (0%), greater than T. Rowe Price Retirement 2065 (0%), greater than Goldman Sachs Mid Cap Value Fund Class A (0%), greater than State Street S&P 500 Index Fund Class N (0%), greater than Allspring Diversified Capital Builder Fund Administrator Class (0%),

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