Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| RPBEX (AMERICAN FUNDS PRESERVATION PORTFOLIO CLASS R-2E) | -0.17% | 2.51% | 3.62% | 0.91% | 1.28% | NA | NA | … | … |
Data as of 06/04/2026, Common starting date is 09/02/2014
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| RPBEX (AMERICAN FUNDS PRESERVATION PORTFOLIO CLASS R-2E) | 09/02/2014 | 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 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return (%) | 0.00 | 2.51 | 3.62 | 0.91 | 1.28 | NA | NA | … | … | -0.17 | 5.31 | 3.33 | 3.64 | -6.46 | -1.07 | 5.27 | 3.45 | 0.52 | 0.51 | 0.83 | 0.67 | 0.07 |
| Sharpe Ratio | NA | 0.14 | 0.19 | -0.52 | -0.13 | NA | NA | … | … | -1.27 | 1.04 | -0.11 | 0.00 | -2.17 | -0.83 | 2.46 | 1.07 | -0.59 | -0.10 | 0.34 | 0.27 | 0.11 |
| Standard Deviation(%) | NA | 2.05 | 2.73 | 3.07 | 2.48 | NA | NA | … | … | 2.10 | 2.34 | 2.74 | 4.19 | 3.65 | 1.32 | 2.03 | 1.85 | 1.48 | 1.59 | 1.79 | 2.34 | 1.82 |
| Draw Down(%) | NA | 1.38 | 1.88 | 9.02 | 9.20 | NA | NA | … | … | 1.38 | 1.05 | 1.69 | 3.02 | 8.22 | 1.19 | 2.44 | 0.90 | 1.24 | 1.17 | 2.22 | 1.28 | 0.83 |
| Yield(%) | 0.00 | 3.13 | 3.33 | 2.35 | 1.79 | 1.32 | 0.99 | … | … | 0.98 | 3.53 | 3.60 | 2.72 | 1.43 | 0.49 | 1.94 | 1.49 | 1.11 | 0.61 | 0.93 | 1.28 | 0.27 |
Data as of 06/04/2026, Common starting date is 09/02/2014
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| RPBEX (AMERICAN FUNDS PRESERVATION PORTFOLIO CLASS R-2E) |
-2.36%
Oct 2020 – Oct 2023 |
-0.09%
Oct 2017 – Oct 2022 |
0.94%
Jan 2015 – Jan 2025 |
0.00%
NA |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| RPBEX (AMERICAN FUNDS PRESERVATION PORTFOLIO CLASS R-2E) |
4.41%
Feb 2023 – Feb 2026 |
2.09%
Dec 2015 – Dec 2020 |
1.48%
Feb 2016 – Feb 2026 |
0.00%
NA |
Annualized Rolling Returns Comparison Chart