Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| PPVBX (AMERICAN FUNDS PRESERVATION PORTFOLIO CLASS B) | NA | -0.54% | 0.36% | NA | NA | NA | NA | … | … |
Data as of 04/10/2017, Common starting date is 06/04/2012
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| PPVBX (AMERICAN FUNDS PRESERVATION PORTFOLIO CLASS B) | 06/04/2012 | 04/10/2017 |
| Last 1 Week | 1 Yr | 3 Yr | 5 Yr | 10 Yr | 15 Yr | 20 Yr | Common | Inception | 2017 | 2016 | 2015 | 2014 | 2013 | 2012 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return (%) | -0.10 | -0.54 | 0.36 | NA | NA | NA | NA | … | … | 0.51 | 0.50 | -0.16 | 1.13 | -1.86 | 0.69 |
| Sharpe Ratio | NA | -0.45 | 0.12 | NA | NA | NA | NA | … | … | 0.78 | 0.16 | -0.08 | 0.70 | -1.01 | 0.91 |
| Standard Deviation(%) | NA | 1.79 | 1.94 | NA | NA | NA | NA | … | … | 1.89 | 1.83 | 2.31 | 1.60 | 1.88 | 1.26 |
| Draw Down(%) | NA | 2.40 | 2.40 | NA | NA | NA | NA | … | … | 0.90 | 2.40 | 1.51 | 0.98 | 2.97 | 0.58 |
| Yield(%) | 0.00 | 0.36 | 0.32 | 0.33 | 0.17 | 0.11 | 0.08 | … | … | 0.00 | 0.39 | 0.44 | 0.21 | 0.33 | 0.29 |
Data as of 04/10/2017, 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 |
|---|---|---|---|---|
| PPVBX (AMERICAN FUNDS PRESERVATION PORTFOLIO CLASS B) |
-0.31%
Dec 2012 – Dec 2015 |
0.00%
NA |
0.00%
NA |
0.00%
NA |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| PPVBX (AMERICAN FUNDS PRESERVATION PORTFOLIO CLASS B) |
1.04%
Jun 2013 – Jun 2016 |
0.00%
NA |
0.00%
NA |
0.00%
NA |
Annualized Rolling Returns Comparison Chart