Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| PPFFX (AMERICAN FUNDS PRESERVATION PORTFOLIO CLASS F-3) | -0.16% | 3.24% | 4.36% | 1.72% | NA | NA | NA | … | … |
Data as of 06/05/2026, Common starting date is 01/30/2017
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| PPFFX (AMERICAN FUNDS PRESERVATION PORTFOLIO CLASS F-3) | 01/30/2017 | 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 | 2019 | 2018 | 2017 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return (%) | -0.32 | 3.24 | 4.36 | 1.72 | NA | NA | NA | … | … | -0.16 | 6.28 | 4.06 | 4.48 | -5.56 | -0.21 | 6.22 | 4.32 | 1.28 | 0.33 |
| Sharpe Ratio | NA | 0.51 | 0.50 | -0.24 | NA | NA | NA | … | … | -1.07 | 1.43 | 0.16 | 0.19 | -1.90 | -0.18 | 2.98 | 1.48 | -0.07 | -0.21 |
| Standard Deviation(%) | NA | 2.02 | 2.72 | 3.08 | NA | NA | NA | … | … | 1.98 | 2.39 | 2.68 | 4.25 | 3.70 | 1.31 | 1.99 | 1.92 | 1.43 | 1.52 |
| Draw Down(%) | NA | 1.31 | 1.56 | 7.94 | NA | NA | NA | … | … | 1.31 | 1.05 | 1.56 | 2.60 | 7.46 | 0.78 | 2.24 | 0.90 | 1.00 | 0.95 |
| Yield(%) | 0.00 | 3.85 | 4.15 | 3.11 | 2.42 | 1.62 | 1.21 | … | … | 1.21 | 4.35 | 4.41 | 3.63 | 2.20 | 1.30 | 2.78 | 2.34 | 1.96 | 0.64 |
Data as of 06/05/2026, Common starting date is 01/30/2017
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| PPFFX (AMERICAN FUNDS PRESERVATION PORTFOLIO CLASS F-3) |
-1.49%
Oct 2020 – Oct 2023 |
0.78%
Oct 2017 – Oct 2022 |
0.00%
NA |
0.00%
NA |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| PPFFX (AMERICAN FUNDS PRESERVATION PORTFOLIO CLASS F-3) |
5.25%
Feb 2023 – Feb 2026 |
2.06%
Feb 2017 – Feb 2022 |
0.00%
NA |
0.00%
NA |
Annualized Rolling Returns Comparison Chart
