Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| TEPFX (AMERICAN FUNDS TAX-EXEMPT PRESERVATION PORTFOLIO CLASS F-1) | 1.24% | 4.52% | 3.59% | 1.32% | 1.55% | NA | NA | … | … |
Data as of 06/04/2026, Common starting date is 06/04/2012
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| TEPFX (AMERICAN FUNDS TAX-EXEMPT PRESERVATION PORTFOLIO CLASS F-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 (%) | 0.21 | 4.52 | 3.59 | 1.32 | 1.55 | NA | NA | … | … | 1.24 | 4.44 | 2.19 | 3.59 | -4.40 | -0.06 | 3.56 | 3.99 | 0.97 | 2.45 | -0.33 | 1.71 | 5.15 | -1.05 | 2.17 |
| Sharpe Ratio | NA | 1.24 | 0.22 | -0.67 | -0.05 | NA | NA | … | … | -0.16 | 0.74 | -0.77 | -0.03 | -2.93 | -0.09 | 0.80 | 2.44 | -0.45 | 1.40 | -0.33 | 1.33 | 4.23 | -0.50 | 2.52 |
| Standard Deviation(%) | NA | 1.32 | 1.94 | 1.90 | 2.03 | NA | NA | … | … | 1.60 | 2.12 | 1.85 | 2.14 | 2.00 | 0.92 | 4.12 | 1.03 | 0.92 | 1.28 | 1.66 | 1.26 | 1.21 | 2.18 | 1.49 |
| Draw Down(%) | NA | 1.52 | 2.24 | 7.11 | 7.18 | NA | NA | … | … | 1.52 | 2.07 | 1.25 | 3.01 | 6.62 | 1.03 | 6.47 | 0.98 | 0.83 | 1.02 | 3.95 | 1.60 | 0.78 | 4.49 | 1.37 |
| Yield(%) | 0.00 | 2.59 | 2.42 | 1.81 | 1.70 | 1.79 | 1.34 | … | … | 0.91 | 2.62 | 2.37 | 1.96 | 1.00 | 0.83 | 1.41 | 1.79 | 1.67 | 1.82 | 2.02 | 2.38 | 2.64 | 2.53 | 1.46 |
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 |
|---|---|---|---|---|
| TEPFX (AMERICAN FUNDS TAX-EXEMPT PRESERVATION PORTFOLIO CLASS F-1) |
-1.46%
Sep 2020 – Sep 2023 |
0.24%
Oct 2017 – Oct 2022 |
0.96%
Oct 2012 – Oct 2022 |
0.00%
NA |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| TEPFX (AMERICAN FUNDS TAX-EXEMPT PRESERVATION PORTFOLIO CLASS F-1) |
4.01%
Oct 2022 – Oct 2025 |
2.27%
Nov 2016 – Nov 2021 |
1.67%
Feb 2016 – Feb 2026 |
0.00%
NA |
Annualized Rolling Returns Comparison Chart