Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| CPPEX (AMERICAN FUNDS PRESERVATION PORTFOLIO CLASS 529-E) | -0.02% | 2.80% | 3.84% | 1.10% | 1.48% | NA | NA | … | … |
Data as of 06/04/2026, Common starting date is 06/04/2012
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| CPPEX (AMERICAN FUNDS PRESERVATION PORTFOLIO CLASS 529-E) | 06/04/2012 | 06/04/2026 |
| 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 | 2.80 | 3.84 | 1.10 | 1.48 | NA | NA | … | … | -0.02 | 5.55 | 3.45 | 3.97 | -6.34 | -0.97 | 5.51 | 3.67 | 0.69 | 0.74 | 0.96 | 0.21 | 1.63 | -1.43 | 1.00 |
| Sharpe Ratio | NA | 0.23 | 0.26 | -0.46 | -0.05 | NA | NA | … | … | -1.26 | 1.13 | -0.07 | 0.07 | -2.07 | -0.73 | 2.64 | 1.16 | -0.47 | 0.05 | 0.42 | 0.08 | 1.01 | -0.81 | 1.32 |
| Standard Deviation(%) | NA | 2.04 | 2.73 | 3.09 | 2.50 | NA | NA | … | … | 2.03 | 2.36 | 2.66 | 4.23 | 3.77 | 1.36 | 1.98 | 1.89 | 1.49 | 1.54 | 1.76 | 2.28 | 1.60 | 1.81 | 1.29 |
| Draw Down(%) | NA | 1.46 | 1.72 | 8.91 | 8.96 | NA | NA | … | … | 1.46 | 1.15 | 1.65 | 2.95 | 8.07 | 0.97 | 2.34 | 0.90 | 1.26 | 1.10 | 2.21 | 1.34 | 0.90 | 2.82 | 0.50 |
| Yield(%) | 0.00 | 3.30 | 3.57 | 2.55 | 1.99 | 1.54 | 1.15 | … | … | 1.03 | 3.76 | 3.81 | 3.03 | 1.67 | 0.59 | 2.11 | 1.71 | 1.39 | 0.84 | 0.96 | 0.92 | 0.71 | 0.77 | 0.60 |
Data as of 06/04/2026, 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 |
|---|---|---|---|---|
| CPPEX (AMERICAN FUNDS PRESERVATION PORTFOLIO CLASS 529-E) |
-2.17%
Oct 2020 – Oct 2023 |
0.10%
Oct 2017 – Oct 2022 |
0.31%
Oct 2012 – Oct 2022 |
0.00%
NA |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| CPPEX (AMERICAN FUNDS PRESERVATION PORTFOLIO CLASS 529-E) |
4.63%
Feb 2023 – Feb 2026 |
2.30%
Dec 2015 – Dec 2020 |
1.68%
Feb 2016 – Feb 2026 |
0.00%
NA |
Annualized Rolling Returns Comparison Chart