Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| CPPFX (AMERICAN FUNDS PRESERVATION PORTFOLIO CLASS 529-F-1) | -0.02% | 3.05% | 4.23% | 1.54% | 1.93% | NA | NA | … | … |
Data as of 06/04/2026, Common starting date is 06/04/2012
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| CPPFX (AMERICAN FUNDS PRESERVATION PORTFOLIO CLASS 529-F-1) | 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 | 3.05 | 4.23 | 1.54 | 1.93 | NA | NA | … | … | -0.02 | 6.09 | 3.86 | 4.26 | -5.77 | -0.45 | 6.09 | 4.15 | 1.15 | 1.19 | 1.41 | 0.65 | 2.08 | -0.92 | 1.24 |
| Sharpe Ratio | NA | 0.41 | 0.42 | -0.30 | 0.13 | NA | NA | … | … | -1.11 | 1.34 | 0.09 | 0.15 | -1.97 | -0.36 | 2.89 | 1.42 | -0.16 | 0.35 | 0.67 | 0.27 | 1.34 | -0.49 | 1.67 |
| Standard Deviation(%) | NA | 2.03 | 2.75 | 3.09 | 2.50 | NA | NA | … | … | 2.08 | 2.41 | 2.76 | 4.22 | 3.67 | 1.32 | 2.01 | 1.89 | 1.47 | 1.51 | 1.78 | 2.27 | 1.54 | 1.96 | 1.27 |
| Draw Down(%) | NA | 1.33 | 1.65 | 8.17 | 8.17 | NA | NA | … | … | 1.33 | 1.05 | 1.59 | 2.74 | 7.70 | 0.82 | 2.24 | 0.90 | 1.03 | 1.00 | 2.06 | 1.26 | 0.72 | 2.65 | 0.47 |
| Yield(%) | 0.00 | 3.66 | 3.96 | 2.91 | 2.39 | 1.93 | 1.45 | … | … | 1.13 | 4.17 | 4.22 | 3.42 | 2.02 | 0.99 | 2.58 | 2.18 | 1.83 | 1.29 | 1.41 | 1.36 | 1.16 | 1.27 | 0.84 |
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 |
|---|---|---|---|---|
| CPPFX (AMERICAN FUNDS PRESERVATION PORTFOLIO CLASS 529-F-1) |
-1.70%
Oct 2020 – Oct 2023 |
0.60%
Oct 2017 – Oct 2022 |
0.78%
Oct 2012 – Oct 2022 |
0.00%
NA |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| CPPFX (AMERICAN FUNDS PRESERVATION PORTFOLIO CLASS 529-F-1) |
5.05%
Feb 2023 – Feb 2026 |
2.78%
Dec 2015 – Dec 2020 |
2.14%
Dec 2015 – Dec 2025 |
0.00%
NA |
Annualized Rolling Returns Comparison Chart