Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| RPPEX (AMERICAN FUNDS PRESERVATION PORTFOLIO CLASS R-4) | -0.37% | 2.93% | 3.98% | 1.36% | 1.74% | NA | NA | … | … |
Data as of 06/05/2026, Common starting date is 06/04/2012
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| RPPEX (AMERICAN FUNDS PRESERVATION PORTFOLIO CLASS R-4) | 06/04/2012 | 06/05/2026 |
| 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 (%) | -0.42 | 2.93 | 3.98 | 1.36 | 1.74 | NA | NA | … | … | -0.37 | 5.93 | 3.71 | 4.24 | -5.92 | -0.60 | 5.76 | 3.96 | 0.96 | 1.00 | 1.24 | 0.52 | 2.03 | -1.08 | 1.20 |
| Sharpe Ratio | NA | 0.14 | 0.27 | -0.38 | 0.04 | NA | NA | … | … | -1.56 | 1.33 | 0.03 | 0.14 | -1.97 | -0.47 | 2.74 | 1.32 | -0.27 | 0.22 | 0.57 | 0.22 | 1.25 | -0.60 | 1.58 |
| Standard Deviation(%) | NA | 2.05 | 2.73 | 3.09 | 2.50 | NA | NA | … | … | 2.17 | 2.29 | 2.71 | 4.24 | 3.74 | 1.32 | 2.00 | 1.89 | 1.58 | 1.56 | 1.80 | 2.27 | 1.61 | 1.84 | 1.29 |
| Draw Down(%) | NA | 1.44 | 1.71 | 8.34 | 8.34 | NA | NA | … | … | 1.44 | 1.15 | 1.71 | 2.84 | 7.72 | 0.81 | 2.34 | 0.90 | 1.19 | 1.04 | 2.11 | 1.29 | 0.83 | 2.58 | 0.50 |
| Yield(%) | 0.00 | 3.55 | 3.82 | 2.79 | 2.24 | 1.79 | 1.34 | … | … | 1.10 | 4.02 | 4.06 | 3.29 | 1.90 | 0.85 | 2.35 | 1.99 | 1.65 | 1.11 | 1.24 | 1.23 | 1.01 | 1.11 | 0.80 |
Data as of 06/05/2026, 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 |
|---|---|---|---|---|
| RPPEX (AMERICAN FUNDS PRESERVATION PORTFOLIO CLASS R-4) |
-1.82%
Oct 2020 – Oct 2023 |
0.44%
Oct 2017 – Oct 2022 |
0.62%
Oct 2012 – Oct 2022 |
0.00%
NA |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| RPPEX (AMERICAN FUNDS PRESERVATION PORTFOLIO CLASS R-4) |
4.90%
Feb 2023 – Feb 2026 |
2.57%
Dec 2015 – Dec 2020 |
1.98%
Feb 2016 – Feb 2026 |
0.00%
NA |
Annualized Rolling Returns Comparison Chart