Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| FPPPX (American Funds Preservation Portfolio Class 529-F-2) | 0.02% | 3.46% | 4.29% | 1.59% | NA | NA | NA | … | … |
Data as of 06/03/2026, Common starting date is 11/02/2020
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| FPPPX (American Funds Preservation Portfolio Class 529-F-2) | 11/02/2020 | 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 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return (%) | 0.00 | 3.46 | 4.29 | 1.59 | NA | NA | NA | … | … | 0.02 | 6.04 | 3.95 | 4.50 | -5.88 | -0.49 | 0.46 |
| Sharpe Ratio | NA | 0.49 | 0.45 | -0.30 | NA | NA | NA | … | … | -0.91 | 1.35 | 0.12 | 0.20 | -2.00 | -0.42 | 2.58 |
| Standard Deviation(%) | NA | 2.07 | 2.75 | 3.08 | NA | NA | NA | … | … | 2.14 | 2.36 | 2.70 | 4.24 | 3.68 | 1.24 | 1.10 |
| Draw Down(%) | NA | 1.42 | 1.67 | 8.37 | NA | NA | NA | … | … | 1.42 | 1.15 | 1.67 | 2.73 | 7.74 | 0.78 | 0.29 |
| Yield(%) | 0.00 | 3.75 | 4.04 | 3.02 | 1.66 | 1.10 | 0.83 | … | … | 1.17 | 4.23 | 4.30 | 3.54 | 2.11 | 1.16 | 1.39 |
Data as of 06/03/2026, 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 |
|---|---|---|---|---|
| FPPPX (American Funds Preservation Portfolio Class 529-F-2) |
-0.80%
Apr 2021 – Apr 2024 |
1.53%
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 |
|---|---|---|---|---|
| FPPPX (American Funds Preservation Portfolio Class 529-F-2) |
5.14%
Feb 2023 – Feb 2026 |
1.83%
Feb 2021 – Feb 2026 |
0.00%
NA |
0.00%
NA |
Annualized Rolling Returns Comparison Chart