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PPEFX: AMERICAN FUNDS PRESERVATION PORTFOLIO CLASS F-2 (MUTUAL FUND)
Basic Info 9.41 0.03(0.32%) June 05
| Asset Class: | Intermediate-Term Bond |
| MyPlanIQ Rating: | (15%) |
| Start Date: | 06/04/2012 |
| Last Dividend Date: | 04/27/2026 |
| 12-Mo. Yield | 3.77% |
| Expenses | 0.30% |
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Performance Analytics (As of 06/05/2026)
| Last 1 Week* | YTD*(2026) | 1 Yr | 3 Yr | 5 Yr | 10 Yr | Inception** | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | 2013 | 2012 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return(%) | -0.3 | -0.2 | 3.2 | 4.2 | 1.6 | 2.0 | 1.8 | 6.1 | 3.9 | 4.5 | -5.7 | -0.4 | 6.1 | 4.1 | 1.3 | 1.1 | 1.4 | 0.8 | 2.2 | -0.8 | 1.3 |
| Sharpe Ratio | NA | -1.38 | 0.25 | 0.35 | -0.31 | 0.13 | 0.26 | 1.38 | 0.12 | 0.19 | -1.91 | -0.29 | 2.88 | 1.35 | -0.06 | 0.31 | 0.71 | 0.35 | 1.3 | -0.44 | 1.59 |
| Draw Down(%) | NA | 1.4 | 1.4 | 1.7 | 8.1 | 8.1 | 8.1 | 1.2 | 1.7 | 2.8 | 7.5 | 0.8 | 2.3 | 0.9 | 1.0 | 1.0 | 2.0 | 1.3 | 0.8 | 2.6 | 0.5 |
| Standard Deviation(%) | NA | 2.1 | 2.0 | 2.7 | 3.1 | 2.5 | 2.4 | 2.3 | 2.7 | 4.3 | 3.7 | 1.4 | 2.0 | 1.9 | 1.6 | 1.6 | 1.7 | 2.3 | 1.7 | 2.0 | 1.4 |
| Treynor Ratio | NA | -0.08 | 0.01 | 0.02 | -0.02 | 0.01 | 0.02 | 0.09 | 0.01 | 0.02 | -0.18 | -0.02 | 0.19 | 0.05 | 0.0 | 0.01 | 0.03 | 0.02 | 0.05 | -0.02 | 0.07 |
| Alpha | NA | -0.01 | 0.0 | 0.0 | 0.0 | 0.0 | 0.0 | 0.0 | 0.0 | 0.0 | 0.0 | 0.0 | 0.01 | -0.01 | 0.0 | 0.0 | 0.0 | 0.0 | 0.0 | 0.0 | 0.0 |
| Beta | NA | 0.37 | 0.37 | 0.39 | 0.4 | 0.39 | 0.4 | 0.37 | 0.4 | 0.45 | 0.39 | 0.23 | 0.3 | 0.48 | 0.39 | 0.41 | 0.36 | 0.48 | 0.46 | 0.45 | 0.33 |
| RSquared | NA | 0.67 | 0.6 | 0.66 | 0.68 | 0.65 | 0.65 | 0.6 | 0.67 | 0.65 | 0.8 | 0.4 | 0.59 | 0.67 | 0.44 | 0.53 | 0.57 | 0.78 | 0.7 | 0.74 | 0.5 |
| Yield(%) | N/A | 1.2 | N/A | N/A | N/A | N/A | N/A | 4.3 | 4.3 | 3.5 | 2.1 | 1.1 | 2.6 | 2.2 | 1.9 | 1.3 | 1.4 | 1.4 | 1.2 | 1.4 | 0.9 |
| Dividend Growth(%) | N/A | -71.9 | N/A | N/A | N/A | N/A | N/A | -1.2 | 22.8 | 53.7 | 94.5 | -57.7 | 19.3 | 18.0 | 39.9 | -7.7 | 0.0 | 16.3 | -9.6 | 58.1 | N/A |
*: NOT annualized;YTD: Year to Date
**Inception: starting from 05/18/2012
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