Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| RPPVX (AMERICAN FUNDS PRESERVATION PORTFOLIO CLASS R-1) | -0.27% | 2.25% | 3.39% | 0.65% | 0.99% | NA | NA | … | … |
Data as of 06/04/2026, Common starting date is 06/04/2012
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| RPPVX (AMERICAN FUNDS PRESERVATION PORTFOLIO CLASS R-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 | 2.25 | 3.39 | 0.65 | 0.99 | NA | NA | … | … | -0.27 | 5.06 | 3.00 | 3.53 | -6.74 | -1.43 | 4.94 | 3.09 | 0.20 | 0.20 | 0.54 | -0.25 | 1.20 | -1.92 | 1.04 |
| Sharpe Ratio | NA | 0.01 | 0.10 | -0.60 | -0.24 | NA | NA | … | … | -1.42 | 0.95 | -0.24 | -0.03 | -2.22 | -1.20 | 2.31 | 0.88 | -0.75 | -0.29 | 0.18 | -0.12 | 0.72 | -1.03 | 1.31 |
| Standard Deviation(%) | NA | 2.01 | 2.68 | 3.05 | 2.47 | NA | NA | … | … | 2.04 | 2.31 | 2.63 | 4.20 | 3.69 | 1.21 | 2.02 | 1.84 | 1.58 | 1.55 | 1.82 | 2.29 | 1.64 | 1.90 | 1.35 |
| Draw Down(%) | NA | 1.40 | 1.85 | 9.32 | 9.75 | NA | NA | … | … | 1.40 | 1.05 | 1.72 | 3.03 | 8.44 | 1.52 | 2.34 | 0.90 | 1.36 | 1.22 | 2.37 | 1.57 | 0.96 | 2.95 | 0.50 |
| Yield(%) | 0.00 | 2.87 | 3.14 | 2.13 | 1.51 | 1.12 | 0.84 | … | … | 0.89 | 3.28 | 3.38 | 2.60 | 1.21 | 0.20 | 1.55 | 1.14 | 0.80 | 0.30 | 0.54 | 0.45 | 0.28 | 0.27 | 0.64 |
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 |
|---|---|---|---|---|
| RPPVX (AMERICAN FUNDS PRESERVATION PORTFOLIO CLASS R-1) |
-2.62%
Oct 2020 – Oct 2023 |
-0.42%
Oct 2017 – Oct 2022 |
-0.19%
Oct 2012 – Oct 2022 |
0.00%
NA |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| RPPVX (AMERICAN FUNDS PRESERVATION PORTFOLIO CLASS R-1) |
4.18%
Feb 2023 – Feb 2026 |
1.78%
Dec 2015 – Dec 2020 |
1.19%
Feb 2016 – Feb 2026 |
0.00%
NA |
Annualized Rolling Returns Comparison Chart