Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| PPVFX (AMERICAN FUNDS PRESERVATION PORTFOLIO CLASS F-1) | 0.55% | 3.61% | 4.25% | 1.49% | 1.80% | NA | NA | … | … |
Data as of 06/04/2026, Common starting date is 06/04/2012
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| PPVFX (AMERICAN FUNDS PRESERVATION PORTFOLIO CLASS F-1) | 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 | 3.61 | 4.25 | 1.49 | 1.80 | NA | NA | … | … | 0.55 | 5.85 | 3.65 | 4.18 | -5.97 | -0.64 | 5.77 | 3.93 | 0.91 | 0.96 | 1.21 | 0.58 | 1.90 | -1.12 | 1.15 |
| Sharpe Ratio | NA | 0.52 | 0.38 | -0.35 | 0.07 | NA | NA | … | … | -0.77 | 1.27 | 0.01 | 0.13 | -1.97 | -0.49 | 2.72 | 1.29 | -0.30 | 0.19 | 0.57 | 0.24 | 1.13 | -0.59 | 1.44 |
| Standard Deviation(%) | NA | 2.05 | 2.77 | 3.11 | 2.52 | NA | NA | … | … | 2.13 | 2.35 | 2.75 | 4.21 | 3.77 | 1.35 | 2.02 | 1.90 | 1.59 | 1.59 | 1.75 | 2.30 | 1.67 | 1.95 | 1.36 |
| Draw Down(%) | NA | 1.44 | 1.71 | 8.40 | 8.40 | NA | NA | … | … | 1.44 | 1.15 | 1.71 | 2.86 | 7.76 | 0.81 | 2.34 | 0.90 | 1.19 | 1.05 | 2.13 | 1.30 | 0.85 | 2.74 | 0.50 |
| Yield(%) | 0.00 | 3.79 | 3.87 | 2.79 | 2.23 | 1.77 | 1.33 | … | … | 1.40 | 3.94 | 4.01 | 3.24 | 1.86 | 0.81 | 2.36 | 1.96 | 1.61 | 1.07 | 1.21 | 1.19 | 0.98 | 1.07 | 0.75 |
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 |
|---|---|---|---|---|
| PPVFX (AMERICAN FUNDS PRESERVATION PORTFOLIO CLASS F-1) |
-1.86%
Oct 2020 – Oct 2023 |
0.39%
Oct 2017 – Oct 2022 |
0.58%
Oct 2012 – Oct 2022 |
0.00%
NA |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| PPVFX (AMERICAN FUNDS PRESERVATION PORTFOLIO CLASS F-1) |
4.84%
Feb 2023 – Feb 2026 |
2.54%
Dec 2015 – Dec 2020 |
1.93%
Dec 2015 – Dec 2025 |
0.00%
NA |
Annualized Rolling Returns Comparison Chart