Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Inception |
|---|---|---|---|---|---|---|---|---|
| PPEFX (AMERICAN FUNDS PRESERVATION PORTFOLIO CLASS F-2) | 2.68% | 5.68% | 3.33% | 1.20% | 1.90% | NA | NA | 1.70% |
Data as of 06/25/2025, AR inception is 06/04/2012
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| PPEFX (AMERICAN FUNDS PRESERVATION PORTFOLIO CLASS F-2) | 06/04/2012 | 06/25/2025 |
| Last 1 Week | 1 Yr | 3 Yr | 5 Yr | 10 Yr | 15 Yr | 20 Yr | Inception | YTD | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | 2013 | 2012 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return (%) | 0.11 | 5.68 | 3.33 | 1.20 | 1.90 | NA | NA | 1.70 | 2.68 | 3.41 | 4.47 | -5.68 | -0.38 | 6.12 | 4.09 | 1.29 | 1.14 | 1.45 | 0.83 | 2.17 | -0.84 | 1.26 |
| Sharpe Ratio | NA | 0.93 | 0.02 | -0.28 | 0.18 | NA | NA | 0.26 | 1.02 | -1.16 | 0.05 | -1.90 | -0.29 | 2.89 | 1.39 | -0.01 | 0.33 | 0.72 | 0.35 | 1.30 | -0.44 | 1.59 |
| Standard Deviation(%) | NA | 2.63 | 3.53 | 3.01 | 2.50 | NA | NA | 2.37 | 2.74 | 2.74 | 4.26 | 3.73 | 1.37 | 2.03 | 1.94 | 1.57 | 1.55 | 1.73 | 2.31 | 1.66 | 1.98 | 1.36 |
| Draw Down(%) | NA | 1.67 | 4.64 | 8.08 | 8.08 | NA | NA | 8.08 | 1.15 | 1.67 | 2.75 | 7.55 | 0.78 | 2.34 | 0.90 | 1.02 | 0.98 | 2.05 | 1.27 | 0.81 | 2.63 | 0.50 |
| Yield(%) | 0.00 | 4.00 | 3.51 | 2.63 | 2.23 | 1.73 | 1.30 | 2.00 | 1.28 | 4.30 | 3.52 | 2.11 | 1.07 | 2.61 | 2.23 | 1.88 | 1.34 | 1.45 | 1.44 | 1.25 | 1.35 | 0.86 |
Data as of 06/25/2025, AR inception is 06/04/2012
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| PPEFX (AMERICAN FUNDS PRESERVATION PORTFOLIO CLASS F-2) |
-1.63%
Oct 2020 - Oct 2023 |
0.66%
Oct 2017 - Oct 2022 |
0.84%
Oct 2012 - Oct 2022 |
0.00%
NA |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| PPEFX (AMERICAN FUNDS PRESERVATION PORTFOLIO CLASS F-2) |
3.96%
Jul 2018 - Jul 2021 |
2.80%
Dec 2015 - Dec 2020 |
1.86%
Apr 2015 - Apr 2025 |
0.00%
NA |
Annualized Rolling Returns Comparison Chart