Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| RPPFX (AMERICAN FUNDS PRESERVATION PORTFOLIO CLASS R-5) | 0.03% | 3.29% | 4.37% | 1.63% | 2.01% | NA | NA | … | … |
Data as of 06/04/2026, Common starting date is 06/04/2012
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| RPPFX (AMERICAN FUNDS PRESERVATION PORTFOLIO CLASS R-5) | 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 | 3.29 | 4.37 | 1.63 | 2.01 | NA | NA | … | … | 0.03 | 6.20 | 3.99 | 4.54 | -5.84 | -0.43 | 6.05 | 4.24 | 1.22 | 1.31 | 1.52 | 0.88 | 2.16 | -0.79 | 1.29 |
| Sharpe Ratio | NA | 0.48 | 0.47 | -0.29 | 0.17 | NA | NA | … | … | -1.07 | 1.45 | 0.14 | 0.21 | -2.02 | -0.38 | 2.84 | 1.50 | -0.11 | 0.42 | 0.70 | 0.39 | 1.28 | -0.42 | 1.68 |
| Standard Deviation(%) | NA | 1.98 | 2.71 | 3.04 | 2.47 | NA | NA | … | … | 2.03 | 2.29 | 2.68 | 4.25 | 3.61 | 1.18 | 2.03 | 1.85 | 1.52 | 1.58 | 1.86 | 2.22 | 1.67 | 1.94 | 1.32 |
| Draw Down(%) | NA | 1.41 | 1.66 | 8.33 | 8.33 | NA | NA | … | … | 1.41 | 1.05 | 1.66 | 2.72 | 7.72 | 0.70 | 2.34 | 0.90 | 1.11 | 0.97 | 2.03 | 1.26 | 0.80 | 2.61 | 0.50 |
| Yield(%) | 0.00 | 3.78 | 4.09 | 3.04 | 2.50 | 2.03 | 1.52 | … | … | 1.18 | 4.29 | 4.34 | 3.58 | 2.16 | 1.13 | 2.65 | 2.27 | 1.90 | 1.41 | 1.52 | 1.49 | 1.24 | 1.40 | 0.89 |
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 |
|---|---|---|---|---|
| RPPFX (AMERICAN FUNDS PRESERVATION PORTFOLIO CLASS R-5) |
-1.64%
Oct 2020 – Oct 2023 |
0.63%
Oct 2017 – Oct 2022 |
0.86%
Oct 2012 – Oct 2022 |
0.00%
NA |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| RPPFX (AMERICAN FUNDS PRESERVATION PORTFOLIO CLASS R-5) |
5.18%
Feb 2023 – Feb 2026 |
2.85%
Dec 2015 – Dec 2020 |
2.22%
Dec 2015 – Dec 2025 |
0.00%
NA |
Annualized Rolling Returns Comparison Chart