Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| TEPCX (AMERICAN FUNDS TAX-EXEMPT PRESERVATION PORTFOLIO CLASS C) | 0.31% | 3.24% | 2.77% | 0.55% | 0.83% | NA | NA | … | … |
Data as of 06/04/2026, Common starting date is 06/04/2012
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| TEPCX (AMERICAN FUNDS TAX-EXEMPT PRESERVATION PORTFOLIO CLASS C) | 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 (%) | 0.21 | 3.24 | 2.77 | 0.55 | 0.83 | NA | NA | … | … | 0.31 | 2.97 | 1.40 | 2.90 | -4.95 | -0.76 | 2.81 | 3.39 | 0.19 | 1.82 | -1.09 | 1.09 | 4.27 | -1.74 | 1.68 |
| Sharpe Ratio | NA | 0.33 | -0.19 | -1.06 | -0.40 | NA | NA | … | … | -1.16 | 0.06 | -1.22 | -0.35 | -3.21 | -0.87 | 0.62 | 1.77 | -1.22 | 0.90 | -0.79 | 0.83 | 3.31 | -0.80 | 1.96 |
| Standard Deviation(%) | NA | 1.43 | 1.92 | 1.88 | 2.03 | NA | NA | … | … | 1.73 | 2.10 | 1.82 | 2.13 | 1.99 | 0.89 | 4.10 | 1.08 | 0.98 | 1.30 | 1.65 | 1.28 | 1.29 | 2.23 | 1.48 |
| Draw Down(%) | NA | 1.73 | 2.41 | 7.94 | 8.21 | NA | NA | … | … | 1.73 | 2.01 | 1.31 | 3.35 | 7.11 | 1.38 | 6.48 | 1.04 | 1.14 | 1.21 | 4.12 | 1.84 | 0.85 | 4.72 | 1.37 |
| Yield(%) | 0.00 | 1.77 | 1.69 | 1.15 | 1.05 | 1.16 | 0.87 | … | … | 0.51 | 1.93 | 1.70 | 1.28 | 0.37 | 0.24 | 0.77 | 1.10 | 1.01 | 1.09 | 1.36 | 1.68 | 1.88 | 1.85 | 1.08 |
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 |
|---|---|---|---|---|
| TEPCX (AMERICAN FUNDS TAX-EXEMPT PRESERVATION PORTFOLIO CLASS C) |
-2.14%
Oct 2020 – Oct 2023 |
-0.44%
Oct 2017 – Oct 2022 |
0.26%
Oct 2012 – Oct 2022 |
0.00%
NA |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| TEPCX (AMERICAN FUNDS TAX-EXEMPT PRESERVATION PORTFOLIO CLASS C) |
3.41%
Oct 2022 – Oct 2025 |
1.58%
Nov 2016 – Nov 2021 |
1.00%
Feb 2016 – Feb 2026 |
0.00%
NA |
Annualized Rolling Returns Comparison Chart