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PPEFX: AMERICAN FUNDS PRESERVATION PORTFOLIO CLASS F-2 (MUTUAL FUND)
Basic Info 9.54 0.02(0.21%) June 24
| Asset Class: | Intermediate-Term Bond |
| MyPlanIQ Rating: | (15%) |
| Start Date: | 06/04/2012 |
| Last Dividend Date: | 04/25/2025 |
| 12-Mo. Yield | 3.99% |
| Expenses | 0.30% |
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Performance Analytics (As of 06/20/2025)
Not up-to-date? Try| Last 1 Week* | YTD*(2025) | 1 Yr | 3 Yr | 5 Yr | 10 Yr | Since 06/04/2012 |
2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | 2013 | 2012 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return(%) | 0.6 | 3.0 | 6.0 | 3.5 | 1.3 | 1.9 | 1.7 | 3.4 | 4.5 | -5.7 | -0.4 | 6.1 | 4.1 | 1.3 | 1.1 | 1.4 | 0.8 | 2.2 | -0.8 | 1.3 |
| Sharpe Ratio | NA | 1.02 | 0.93 | 0.02 | -0.28 | 0.18 | 0.26 | -1.16 | 0.05 | -1.9 | -0.29 | 2.89 | 1.39 | -0.01 | 0.33 | 0.72 | 0.35 | 1.3 | -0.44 | 1.59 |
| Draw Down(%) | NA | 1.2 | 1.7 | 4.6 | 8.1 | 8.1 | 8.1 | 1.7 | 2.8 | 7.5 | 0.8 | 2.3 | 0.9 | 1.0 | 1.0 | 2.0 | 1.3 | 0.8 | 2.6 | 0.5 |
| Standard Deviation(%) | NA | 2.7 | 2.6 | 3.5 | 3.0 | 2.5 | 2.4 | 2.7 | 4.3 | 3.7 | 1.4 | 2.0 | 1.9 | 1.6 | 1.6 | 1.7 | 2.3 | 1.7 | 2.0 | 1.4 |
| Treynor Ratio | NA | 0.08 | 0.06 | 0.0 | -0.02 | 0.01 | 0.02 | -0.08 | 0.0 | -0.18 | -0.02 | 0.24 | 0.06 | 0.0 | 0.01 | 0.03 | 0.02 | 0.05 | -0.02 | 0.07 |
| Alpha | NA | 0.0 | 0.0 | 0.0 | 0.0 | 0.0 | 0.0 | -0.01 | -0.01 | 0.0 | 0.0 | 0.02 | -0.01 | 0.0 | 0.0 | 0.0 | 0.0 | 0.0 | 0.0 | 0.0 |
| Beta | NA | 0.37 | 0.38 | 0.42 | 0.39 | 0.39 | 0.4 | 0.4 | 0.45 | 0.39 | 0.21 | 0.25 | 0.48 | 0.39 | 0.41 | 0.36 | 0.48 | 0.46 | 0.45 | 0.33 |
| RSquared | NA | 0.61 | 0.6 | 0.68 | 0.67 | 0.65 | 0.66 | 0.65 | 0.65 | 0.8 | 0.37 | 0.48 | 0.67 | 0.44 | 0.53 | 0.57 | 0.78 | 0.7 | 0.74 | 0.5 |
| Yield(%) | N/A | 1.3 | 4.0 | 3.5 | 2.6 | 2.2 | N/A | 4.3 | 3.5 | 2.1 | 1.1 | 2.6 | 2.2 | 1.9 | 1.3 | 1.4 | 1.4 | 1.2 | 1.4 | 0.9 |
| Dividend Growth(%) | N/A | -70.3 | -0.5 | 80.1 | 61.5 | N/A | N/A | 22.8 | 53.7 | 94.5 | -57.7 | 19.3 | 18.0 | 39.9 | -7.7 | 0.0 | 16.3 | -9.6 | 58.1 | N/A |
*: NOT annualized;YTD: Year to Date
**Inception: starting from 06/04/2012
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