Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| TEPBX (AMERICAN FUNDS TAX-EXEMPT PRESERVATION PORTFOLIO CLASS B) | NA | -0.95% | 1.15% | NA | NA | NA | NA | … | … |
Data as of 04/10/2017, Common starting date is 06/04/2012
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| TEPBX (AMERICAN FUNDS TAX-EXEMPT PRESERVATION PORTFOLIO CLASS B) | 06/04/2012 | 04/10/2017 |
| Last 1 Week | 1 Yr | 3 Yr | 5 Yr | 10 Yr | 15 Yr | 20 Yr | Common | Inception | 2017 | 2016 | 2015 | 2014 | 2013 | 2012 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return (%) | 0.31 | -0.95 | 1.15 | NA | NA | NA | NA | … | … | 1.40 | -1.13 | 1.01 | 4.31 | -1.74 | 1.75 |
| Sharpe Ratio | NA | -0.70 | 0.74 | NA | NA | NA | NA | … | … | 3.15 | -0.81 | 0.83 | 3.32 | -0.80 | 2.20 |
| Standard Deviation(%) | NA | 1.74 | 1.39 | NA | NA | NA | NA | … | … | 1.55 | 1.65 | 1.18 | 1.29 | 2.22 | 1.38 |
| Draw Down(%) | NA | 4.07 | 4.07 | NA | NA | NA | NA | … | … | 0.61 | 4.07 | 1.85 | 0.81 | 4.71 | 1.37 |
| Yield(%) | 0.00 | 1.15 | 1.48 | 1.52 | 0.76 | 0.51 | 0.38 | … | … | 0.47 | 1.01 | 1.60 | 1.83 | 1.83 | 0.95 |
Data as of 04/10/2017, 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 |
|---|---|---|---|---|
| TEPBX (AMERICAN FUNDS TAX-EXEMPT PRESERVATION PORTFOLIO CLASS B) |
0.72%
Nov 2012 – Nov 2015 |
0.00%
NA |
0.00%
NA |
0.00%
NA |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| TEPBX (AMERICAN FUNDS TAX-EXEMPT PRESERVATION PORTFOLIO CLASS B) |
3.04%
Aug 2013 – Aug 2016 |
0.00%
NA |
0.00%
NA |
0.00%
NA |
Annualized Rolling Returns Comparison Chart