Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| CPPCX (AMERICAN FUNDS PRESERVATION PORTFOLIO CLASS 529-C) | -0.39% | 2.40% | 3.27% | 0.60% | 0.95% | NA | NA | … | … |
Data as of 06/03/2026, Common starting date is 06/04/2012
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| CPPCX (AMERICAN FUNDS PRESERVATION PORTFOLIO CLASS 529-C) | 06/04/2012 | 06/03/2026 |
| Last 1 Week | 1 Yr | 3 Yr | 5 Yr | 10 Yr | 15 Yr | 20 Yr | Common | Inception | YTD | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | 2013 | 2012 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return (%) | 0.00 | 2.40 | 3.27 | 0.60 | 0.95 | NA | NA | … | … | -0.39 | 4.99 | 2.91 | 3.42 | -6.80 | -1.34 | 4.95 | 3.13 | 0.14 | 0.13 | 0.48 | -0.32 | 1.09 | -1.88 | 0.72 |
| Sharpe Ratio | NA | -0.02 | 0.08 | -0.62 | -0.26 | NA | NA | … | … | -1.45 | 0.90 | -0.26 | -0.06 | -2.23 | -1.04 | 2.28 | 0.85 | -0.80 | -0.33 | 0.14 | -0.16 | 0.66 | -1.04 | 0.91 |
| Standard Deviation(%) | NA | 2.00 | 2.72 | 3.06 | 2.49 | NA | NA | … | … | 2.03 | 2.34 | 2.72 | 4.14 | 3.70 | 1.31 | 2.06 | 1.94 | 1.56 | 1.59 | 1.83 | 2.28 | 1.61 | 1.84 | 1.32 |
| Draw Down(%) | NA | 1.41 | 1.90 | 9.35 | 9.70 | NA | NA | … | … | 1.41 | 1.16 | 1.75 | 3.16 | 8.47 | 1.44 | 2.34 | 0.90 | 1.42 | 1.25 | 2.48 | 1.55 | 0.98 | 2.98 | 0.57 |
| Yield(%) | 0.00 | 2.82 | 3.06 | 2.08 | 1.48 | 1.06 | 0.80 | … | … | 0.87 | 3.22 | 3.30 | 2.50 | 1.16 | 0.20 | 1.56 | 1.18 | 0.84 | 0.23 | 0.48 | 0.38 | 0.17 | 0.31 | 0.22 |
Data as of 06/03/2026, Common starting date is 06/04/2012
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| CPPCX (AMERICAN FUNDS PRESERVATION PORTFOLIO CLASS 529-C) |
-2.67%
Oct 2020 – Oct 2023 |
-0.41%
Oct 2017 – Oct 2022 |
-0.22%
Oct 2012 – Oct 2022 |
0.00%
NA |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| CPPCX (AMERICAN FUNDS PRESERVATION PORTFOLIO CLASS 529-C) |
4.09%
Feb 2023 – Feb 2026 |
1.75%
Dec 2015 – Dec 2020 |
1.15%
Feb 2016 – Feb 2026 |
0.00%
NA |
Annualized Rolling Returns Comparison Chart