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PPVAX: AMERICAN FUNDS PRESERVATION PORTFOLIO CLASS A (MUTUAL FUND)
Basic Info
| Asset Class: | Intermediate-Term Bond |
| MyPlanIQ Rating: | (36%) |
| Start Date: | 12/12/2001 |
| Last Dividend Date: | 04/25/2025 |
| 12-Mo. Yield | 3.72% |
| 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 12/12/2001 |
2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | 2013 | 2012 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return(%) | 0.2 | 2.5 | 5.3 | 3.1 | 0.9 | 1.6 | 0.6 | 3.2 | 4.2 | -6.1 | -0.5 | 5.8 | 3.8 | 1.0 | 0.9 | 1.2 | 0.6 | 1.9 | -1.1 | -3.3 |
| Sharpe Ratio | NA | 0.84 | 0.78 | -0.06 | -0.38 | 0.06 | -0.21 | -1.28 | -0.01 | -2.01 | -0.37 | 2.8 | 1.28 | -0.19 | 0.15 | 0.55 | 0.24 | 1.16 | -0.58 | -0.23 |
| Draw Down(%) | NA | 1.2 | 1.6 | 4.7 | 8.4 | 8.4 | 8.4 | 1.6 | 2.9 | 7.9 | 0.8 | 2.3 | 0.9 | 1.1 | 1.1 | 2.1 | 1.3 | 0.8 | 2.7 | 4.6 |
| Standard Deviation(%) | NA | 2.8 | 2.6 | 3.5 | 3.0 | 2.5 | 2.7 | 2.7 | 4.2 | 3.8 | 1.4 | 2.0 | 1.9 | 1.5 | 1.6 | 1.8 | 2.3 | 1.6 | 1.9 | 6.2 |
| Treynor Ratio | NA | 0.06 | 0.05 | -0.01 | -0.03 | 0.0 | 0.16 | -0.09 | 0.0 | -0.19 | -0.02 | 0.23 | 0.05 | -0.01 | 0.01 | 0.03 | 0.01 | 0.04 | -0.03 | 0.28 |
| Alpha | NA | 0.0 | 0.0 | 0.0 | 0.0 | 0.0 | 0.0 | -0.01 | -0.01 | -0.01 | 0.0 | 0.02 | -0.01 | 0.0 | 0.0 | 0.0 | 0.0 | 0.0 | 0.0 | 0.01 |
| Beta | NA | 0.38 | 0.38 | 0.42 | 0.39 | 0.39 | -0.04 | 0.39 | 0.44 | 0.39 | 0.21 | 0.25 | 0.46 | 0.37 | 0.42 | 0.36 | 0.48 | 0.45 | 0.44 | -0.05 |
| RSquared | NA | 0.63 | 0.61 | 0.67 | 0.67 | 0.65 | 0.11 | 0.66 | 0.63 | 0.8 | 0.38 | 0.5 | 0.67 | 0.43 | 0.54 | 0.57 | 0.77 | 0.68 | 0.74 | 0.94 |
| Yield(%) | N/A | 1.2 | 3.7 | 3.3 | 2.4 | 2.0 | N/A | 4.0 | 3.3 | 1.9 | 0.8 | 2.3 | 1.9 | 1.6 | 1.1 | 1.2 | 1.2 | 1.0 | 1.1 | 0.7 |
| Dividend Growth(%) | N/A | -70.3 | -0.6 | 95.1 | 73.6 | 516.4 | N/A | 23.6 | 62.2 | 121.2 | -63.4 | 22.0 | 19.0 | 52.3 | -8.8 | -2.5 | 21.6 | -12.6 | 60.9 | N/A |
*: NOT annualized;YTD: Year to Date
**Inception: starting from 12/12/2001
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