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PPVAX: AMERICAN FUNDS PRESERVATION PORTFOLIO CLASS A (MUTUAL FUND)
Basic Info 9.33 0.01(0.11%) May 14
Asset Class: | Intermediate-Term Bond |
MyPlanIQ Rating: | (35%) |
Start Date: | 12/12/2001 |
Last Dividend Date: | 04/25/2024 |
12-Mo. Yield | 3.55% |
Expenses | 0.30% |
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Performance Analytics (As of 05/10/2024)
Not up-to-date? TryLast 1 Week* | YTD*(2024) | 1 Yr | 3 Yr | 5 Yr | 10 Yr | Since 12/12/2001 |
2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | 2013 | 2012 | |
---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
Annualized Return(%) | 0.2 | 0.2 | 1.8 | -0.7 | 1.0 | 1.1 | 0.4 | 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 | -1.28 | -0.71 | -0.86 | -0.19 | 0.01 | -0.25 | -0.02 | -1.81 | -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 | 2.7 | 8.4 | 8.4 | 8.4 | 8.4 | 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 | 2.9 | 3.4 | 3.6 | 3.1 | 2.5 | 2.8 | 4.2 | 4.2 | 1.4 | 2.0 | 1.9 | 1.5 | 1.6 | 1.8 | 2.3 | 1.6 | 1.9 | 6.2 |
Treynor Ratio | NA | -0.09 | -0.06 | -0.08 | -0.02 | 0.0 | 0.19 | 0.0 | -0.19 | -0.02 | 0.18 | 0.05 | -0.01 | 0.01 | 0.03 | 0.01 | 0.04 | -0.03 | 0.28 |
Alpha | NA | 0.0 | -0.01 | -0.01 | 0.0 | 0.0 | 0.0 | -0.01 | -0.01 | 0.0 | 0.01 | -0.01 | 0.0 | 0.0 | 0.0 | 0.0 | 0.0 | 0.0 | 0.01 |
Beta | NA | 0.42 | 0.41 | 0.4 | 0.39 | 0.39 | -0.04 | 0.44 | 0.39 | 0.23 | 0.3 | 0.46 | 0.37 | 0.42 | 0.36 | 0.48 | 0.45 | 0.44 | -0.05 |
RSquared | NA | 0.71 | 0.71 | 0.62 | 0.62 | 0.62 | 0.12 | 0.63 | 0.63 | 0.43 | 0.62 | 0.67 | 0.43 | 0.54 | 0.57 | 0.77 | 0.68 | 0.74 | 0.94 |
Yield(%) | N/A | 1.2 | 3.5 | 2.2 | 2.2 | 1.7 | N/A | 3.0 | 1.6 | 1.0 | 2.5 | 1.7 | 1.6 | 1.1 | 1.2 | 1.3 | 1.2 | 1.2 | 0.7 |
Dividend Growth(%) | N/A | -60.7 | 45.3 | 20.4 | 75.8 | 683.1 | N/A | 75.0 | 60.0 | -60.0 | 47.1 | 6.2 | 45.5 | -8.3 | -7.7 | 8.3 | 0.0 | 71.4 | N/A |
*: NOT annualized;YTD: Year to Date
**Inception: starting from 12/12/2001
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