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RPPCX: AMERICAN FUNDS PRESERVATION PORTFOLIO CLASS R-3 (MUTUAL FUND)
Basic Info 9.31 0.02(0.21%) May 22
Asset Class: | Intermediate-Term Bond |
MyPlanIQ Rating: | (21%) |
Start Date: | 06/04/2012 |
Last Dividend Date: | 04/25/2024 |
12-Mo. Yield | 3.33% |
Expenses | 0.30% |
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Performance Analytics (As of 05/17/2024)
Not up-to-date? TryLast 1 Week* | YTD*(2024) | 1 Yr | 3 Yr | 5 Yr | 10 Yr | Since 06/04/2012 |
2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | 2013 | 2012 | |
---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
Annualized Return(%) | -0.3 | 0.0 | 2.3 | -0.9 | 0.9 | 0.8 | 0.8 | 3.9 | -5.9 | -0.9 | 5.5 | 3.6 | 0.6 | 0.7 | 1.0 | 0.2 | 1.6 | -1.4 | 1.0 |
Sharpe Ratio | NA | -1.18 | -0.57 | -0.87 | -0.25 | -0.09 | -0.05 | -0.08 | -1.77 | -0.66 | 2.58 | 1.18 | -0.45 | 0.05 | 0.43 | 0.06 | 1.01 | -0.79 | 1.29 |
Draw Down(%) | NA | 1.3 | 2.1 | 8.5 | 8.5 | 8.5 | 8.5 | 3.0 | 7.7 | 1.0 | 2.3 | 0.9 | 1.3 | 1.1 | 2.2 | 1.3 | 0.9 | 2.8 | 0.5 |
Standard Deviation(%) | NA | 2.8 | 3.3 | 3.6 | 3.0 | 2.5 | 2.4 | 4.2 | 4.1 | 1.4 | 2.0 | 1.9 | 1.5 | 1.5 | 1.8 | 2.2 | 1.6 | 1.9 | 1.3 |
Treynor Ratio | NA | -0.08 | -0.05 | -0.08 | -0.02 | -0.01 | 0.0 | -0.01 | -0.19 | -0.04 | 0.18 | 0.05 | -0.02 | 0.0 | 0.02 | 0.0 | 0.04 | -0.03 | 0.05 |
Alpha | NA | 0.0 | -0.01 | -0.01 | 0.0 | 0.0 | 0.0 | -0.01 | 0.0 | 0.0 | 0.01 | -0.01 | 0.0 | -0.01 | 0.0 | 0.0 | 0.0 | 0.0 | 0.0 |
Beta | NA | 0.42 | 0.4 | 0.4 | 0.39 | 0.39 | 0.39 | 0.43 | 0.39 | 0.25 | 0.3 | 0.46 | 0.36 | 0.41 | 0.37 | 0.46 | 0.42 | 0.43 | 0.35 |
RSquared | NA | 0.75 | 0.7 | 0.63 | 0.62 | 0.62 | 0.62 | 0.62 | 0.65 | 0.47 | 0.58 | 0.65 | 0.41 | 0.54 | 0.58 | 0.76 | 0.65 | 0.76 | 0.59 |
Yield(%) | N/A | 1.1 | 3.3 | 2.0 | 1.9 | 1.4 | N/A | 3.0 | 1.6 | 0.7 | 2.1 | 1.7 | 1.3 | 0.8 | 1.0 | 0.9 | 0.7 | 0.8 | 0.6 |
Dividend Growth(%) | N/A | -63.8 | 51.5 | 27.9 | 97.0 | N/A | N/A | 71.8 | 139.2 | -68.2 | 32.1 | 23.9 | 63.4 | -16.7 | 10.3 | 31.8 | -14.3 | 26.2 | N/A |
*: NOT annualized;YTD: Year to Date
**Inception: starting from 06/04/2012
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