Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Inception |
|---|---|---|---|---|---|---|---|---|
| PPVAX (AMERICAN FUNDS PRESERVATION PORTFOLIO CLASS A) | 2.49% | 5.31% | 3.13% | 0.89% | 1.60% | 1.24% | 0.93% | 0.60% |
Data as of 06/20/2025, AR inception is 12/12/2001
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| PPVAX (AMERICAN FUNDS PRESERVATION PORTFOLIO CLASS A) | 12/12/2001 | 06/20/2025 |
| 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 (%) | 0.21 | 5.31 | 3.13 | 0.89 | 1.60 | 1.24 | 0.93 | 0.60 | 2.49 | 3.16 | 4.21 | -6.14 | -0.48 | 5.83 | 3.80 | 1.04 | 0.86 | 1.16 | 0.58 | 1.90 | -1.09 | -3.35 |
| Sharpe Ratio | NA | 0.78 | -0.06 | -0.38 | 0.06 | NA | NA | -0.21 | 0.84 | -1.28 | -0.01 | -2.01 | -0.37 | 2.80 | 1.28 | -0.19 | 0.15 | 0.55 | 0.24 | 1.16 | -0.58 | -0.23 |
| Standard Deviation(%) | NA | 2.63 | 3.54 | 3.01 | 2.49 | NA | NA | 2.69 | 2.81 | 2.68 | 4.24 | 3.76 | 1.35 | 1.99 | 1.87 | 1.49 | 1.58 | 1.75 | 2.29 | 1.63 | 1.94 | 6.24 |
| Draw Down(%) | NA | 1.61 | 4.69 | 8.43 | 8.43 | NA | NA | 8.43 | 1.15 | 1.62 | 2.86 | 7.93 | 0.80 | 2.34 | 0.90 | 1.09 | 1.05 | 2.11 | 1.30 | 0.76 | 2.72 | 4.58 |
| Yield(%) | 0.00 | 3.72 | 3.27 | 2.38 | 1.96 | 1.51 | 1.13 | 0.94 | 1.19 | 4.01 | 3.26 | 1.86 | 0.82 | 2.32 | 1.94 | 1.62 | 1.06 | 1.16 | 1.19 | 0.98 | 1.10 | 0.69 |
Data as of 06/20/2025, AR inception is 12/12/2001
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| PPVAX (AMERICAN FUNDS PRESERVATION PORTFOLIO CLASS A) |
-1.91%
Oct 2020 - Oct 2023 |
0.37%
Oct 2017 - Oct 2022 |
0.57%
Oct 2012 - Oct 2022 |
0.00%
NA |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| PPVAX (AMERICAN FUNDS PRESERVATION PORTFOLIO CLASS A) |
3.68%
Jul 2018 - Jul 2021 |
2.52%
Dec 2015 - Dec 2020 |
1.58%
Apr 2015 - Apr 2025 |
0.00%
NA |
Annualized Rolling Returns Comparison Chart