Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| RPPCX (AMERICAN FUNDS PRESERVATION PORTFOLIO CLASS R-3) | -0.13% | 2.65% | 3.77% | 1.09% | 1.46% | NA | NA | … | … |
Data as of 06/04/2026, Common starting date is 06/04/2012
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| RPPCX (AMERICAN FUNDS PRESERVATION PORTFOLIO CLASS R-3) | 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 (%) | -0.11 | 2.65 | 3.77 | 1.09 | 1.46 | NA | NA | … | … | -0.13 | 5.49 | 3.41 | 3.94 | -6.27 | -0.89 | 5.48 | 3.62 | 0.63 | 0.71 | 0.97 | 0.17 | 1.59 | -1.42 | 1.01 |
| Sharpe Ratio | NA | 0.22 | 0.25 | -0.46 | -0.05 | NA | NA | … | … | -1.27 | 1.09 | -0.08 | 0.07 | -2.07 | -0.67 | 2.57 | 1.15 | -0.50 | 0.03 | 0.42 | 0.06 | 1.01 | -0.79 | 1.28 |
| Standard Deviation(%) | NA | 2.01 | 2.69 | 3.08 | 2.49 | NA | NA | … | … | 2.01 | 2.40 | 2.59 | 4.23 | 3.73 | 1.38 | 2.03 | 1.87 | 1.50 | 1.55 | 1.80 | 2.23 | 1.56 | 1.85 | 1.33 |
| Draw Down(%) | NA | 1.36 | 1.73 | 8.82 | 8.91 | NA | NA | … | … | 1.36 | 1.15 | 1.65 | 2.97 | 8.08 | 0.99 | 2.34 | 0.90 | 1.28 | 1.11 | 2.20 | 1.35 | 0.89 | 2.77 | 0.52 |
| Yield(%) | 0.00 | 3.27 | 3.54 | 2.51 | 1.95 | 1.51 | 1.13 | … | … | 1.03 | 3.70 | 3.78 | 3.01 | 1.61 | 0.55 | 2.08 | 1.66 | 1.33 | 0.81 | 0.97 | 0.88 | 0.67 | 0.77 | 0.61 |
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 |
|---|---|---|---|---|
| RPPCX (AMERICAN FUNDS PRESERVATION PORTFOLIO CLASS R-3) |
-2.17%
Oct 2020 – Oct 2023 |
0.08%
Oct 2017 – Oct 2022 |
0.28%
Oct 2012 – Oct 2022 |
0.00%
NA |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| RPPCX (AMERICAN FUNDS PRESERVATION PORTFOLIO CLASS R-3) |
4.60%
Feb 2023 – Feb 2026 |
2.26%
Dec 2015 – Dec 2020 |
1.66%
Feb 2016 – Feb 2026 |
0.00%
NA |
Annualized Rolling Returns Comparison Chart