Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| PPEFX (AMERICAN FUNDS PRESERVATION PORTFOLIO CLASS F-2) | 0.12% | 3.27% | 4.33% | 1.65% | 2.01% | NA | NA | … | … |
Data as of 06/04/2026, Common starting date is 06/04/2012
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| PPEFX (AMERICAN FUNDS PRESERVATION PORTFOLIO CLASS F-2) | 06/04/2012 | 06/04/2026 |
| 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 | 3.27 | 4.33 | 1.65 | 2.01 | NA | NA | … | … | 0.12 | 6.06 | 3.95 | 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 | 0.46 | 0.44 | -0.28 | 0.16 | NA | NA | … | … | -1.04 | 1.38 | 0.12 | 0.19 | -1.91 | -0.29 | 2.88 | 1.35 | -0.06 | 0.31 | 0.71 | 0.35 | 1.30 | -0.44 | 1.59 |
| Standard Deviation(%) | NA | 2.05 | 2.75 | 3.09 | 2.51 | NA | NA | … | … | 2.13 | 2.30 | 2.69 | 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 | 1.42 | 1.67 | 8.08 | 8.08 | NA | NA | … | … | 1.42 | 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 | 3.76 | 4.05 | 2.99 | 2.46 | 1.99 | 1.49 | … | … | 1.17 | 4.25 | 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 06/04/2026, 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 |
|---|---|---|---|---|
| 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) |
5.14%
Feb 2023 – Feb 2026 |
2.80%
Dec 2015 – Dec 2020 |
2.21%
Feb 2016 – Feb 2026 |
0.00%
NA |
Annualized Rolling Returns Comparison Chart