Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| FFPPX (American Funds Preservation Portfolio Class 529-F-3) | -0.19% | 3.18% | 4.24% | 1.63% | NA | NA | NA | … | … |
Data as of 06/05/2026, Common starting date is 11/02/2020
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| FFPPX (American Funds Preservation Portfolio Class 529-F-3) | 11/02/2020 | 06/05/2026 |
| Last 1 Week | 1 Yr | 3 Yr | 5 Yr | 10 Yr | 15 Yr | 20 Yr | Common | Inception | YTD | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return (%) | -0.42 | 3.18 | 4.24 | 1.63 | NA | NA | NA | … | … | -0.19 | 6.08 | 3.98 | 4.52 | -5.63 | -0.34 | 0.46 |
| Sharpe Ratio | NA | 0.51 | 0.46 | -0.27 | NA | NA | NA | … | … | -0.89 | 1.36 | 0.13 | 0.21 | -1.94 | -0.30 | 2.58 |
| Standard Deviation(%) | NA | 2.08 | 2.74 | 3.06 | NA | NA | NA | … | … | 2.16 | 2.35 | 2.68 | 4.23 | 3.65 | 1.21 | 1.10 |
| Draw Down(%) | NA | 1.41 | 1.66 | 8.02 | NA | NA | NA | … | … | 1.41 | 1.15 | 1.66 | 2.73 | 7.50 | 0.77 | 0.29 |
| Yield(%) | 0.00 | 3.79 | 4.07 | 3.04 | 1.67 | 1.12 | 0.84 | … | … | 1.18 | 4.28 | 4.33 | 3.56 | 2.15 | 1.19 | 1.39 |
Data as of 06/05/2026, Common starting date is 11/02/2020
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| FFPPX (American Funds Preservation Portfolio Class 529-F-3) |
-0.65%
Apr 2021 – Apr 2024 |
1.63%
Dec 2020 – Dec 2025 |
0.00%
NA |
0.00%
NA |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| FFPPX (American Funds Preservation Portfolio Class 529-F-3) |
5.17%
Feb 2023 – Feb 2026 |
1.94%
Feb 2021 – Feb 2026 |
0.00%
NA |
0.00%
NA |
Annualized Rolling Returns Comparison Chart