Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| PPVCX (AMERICAN FUNDS PRESERVATION PORTFOLIO CLASS C) | -0.37% | 2.45% | 3.30% | 0.65% | 1.00% | NA | NA | … | … |
Data as of 06/03/2026, Common starting date is 06/04/2012
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| PPVCX (AMERICAN FUNDS PRESERVATION PORTFOLIO CLASS C) | 06/04/2012 | 06/03/2026 |
| 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 | 2.45 | 3.30 | 0.65 | 1.00 | NA | NA | … | … | -0.37 | 5.03 | 3.03 | 3.36 | -6.72 | -1.32 | 5.12 | 3.08 | 0.30 | 0.24 | 0.53 | -0.24 | 1.18 | -1.79 | 0.64 |
| Sharpe Ratio | NA | 0.01 | 0.09 | -0.61 | -0.24 | NA | NA | … | … | -1.46 | 0.92 | -0.22 | -0.07 | -2.19 | -1.10 | 2.48 | 0.83 | -0.72 | -0.26 | 0.17 | -0.12 | 0.72 | -0.94 | 0.78 |
| Standard Deviation(%) | NA | 1.98 | 2.68 | 3.05 | 2.48 | NA | NA | … | … | 1.98 | 2.34 | 2.68 | 4.14 | 3.73 | 1.22 | 1.96 | 1.93 | 1.51 | 1.65 | 1.78 | 2.26 | 1.61 | 1.95 | 1.36 |
| Draw Down(%) | NA | 1.40 | 1.90 | 9.20 | 9.62 | NA | NA | … | … | 1.40 | 1.05 | 1.63 | 3.16 | 8.42 | 1.41 | 2.34 | 0.90 | 1.40 | 1.23 | 2.36 | 1.57 | 0.97 | 2.94 | 0.55 |
| Yield(%) | 0.00 | 2.87 | 3.09 | 2.12 | 1.53 | 1.12 | 0.84 | … | … | 0.89 | 3.26 | 3.31 | 2.55 | 1.22 | 0.22 | 1.63 | 1.23 | 0.91 | 0.34 | 0.53 | 0.46 | 0.26 | 0.40 | 0.34 |
Data as of 06/03/2026, 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 |
|---|---|---|---|---|
| PPVCX (AMERICAN FUNDS PRESERVATION PORTFOLIO CLASS C) |
-2.58%
Oct 2020 – Oct 2023 |
-0.34%
Oct 2017 – Oct 2022 |
-0.14%
Oct 2012 – Oct 2022 |
0.00%
NA |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| PPVCX (AMERICAN FUNDS PRESERVATION PORTFOLIO CLASS C) |
4.12%
Feb 2023 – Feb 2026 |
1.84%
Dec 2015 – Dec 2020 |
1.21%
Dec 2015 – Dec 2025 |
0.00%
NA |
Annualized Rolling Returns Comparison Chart