Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| CPPAX (AMERICAN FUNDS PRESERVATION PORTFOLIO CLASS 529-A) | 0.04% | 3.46% | 4.11% | 1.35% | 1.70% | NA | NA | … | … |
Data as of 06/08/2026, Common starting date is 06/04/2012
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| CPPAX (AMERICAN FUNDS PRESERVATION PORTFOLIO CLASS 529-A) | 06/04/2012 | 06/08/2026 |
| 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 | 3.46 | 4.11 | 1.35 | 1.70 | NA | NA | … | … | 0.04 | 5.91 | 3.67 | 4.11 | -6.14 | -0.72 | 5.83 | 3.92 | 0.89 | 0.97 | 1.19 | 0.40 | 1.86 | -1.12 | 1.05 |
| Sharpe Ratio | NA | 0.24 | 0.30 | -0.40 | 0.02 | NA | NA | … | … | -1.35 | 1.30 | 0.02 | 0.11 | -2.10 | -0.60 | 2.79 | 1.29 | -0.33 | 0.20 | 0.53 | 0.16 | 1.18 | -0.60 | 1.54 |
| Standard Deviation(%) | NA | 1.97 | 2.69 | 3.04 | 2.47 | NA | NA | … | … | 1.97 | 2.34 | 2.68 | 4.20 | 3.62 | 1.25 | 2.00 | 1.90 | 1.48 | 1.56 | 1.86 | 2.24 | 1.57 | 1.91 | 1.16 |
| Draw Down(%) | NA | 1.34 | 1.61 | 8.66 | 8.68 | NA | NA | … | … | 1.34 | 1.05 | 1.61 | 2.85 | 8.02 | 0.85 | 2.34 | 0.90 | 1.09 | 1.05 | 2.23 | 1.40 | 0.85 | 2.72 | 0.40 |
| Yield(%) | 0.00 | 3.85 | 3.90 | 2.82 | 2.23 | 1.76 | 1.32 | … | … | 1.40 | 4.00 | 4.04 | 3.27 | 1.87 | 0.83 | 2.32 | 1.95 | 1.58 | 1.08 | 1.20 | 1.11 | 0.94 | 1.07 | 0.65 |
Data as of 06/08/2026, 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 |
|---|---|---|---|---|
| CPPAX (AMERICAN FUNDS PRESERVATION PORTFOLIO CLASS 529-A) |
-1.95%
Oct 2020 – Oct 2023 |
0.32%
Oct 2017 – Oct 2022 |
0.53%
Oct 2012 – Oct 2022 |
0.00%
NA |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| CPPAX (AMERICAN FUNDS PRESERVATION PORTFOLIO CLASS 529-A) |
4.88%
Feb 2023 – Feb 2026 |
2.54%
Dec 2015 – Dec 2020 |
1.91%
Dec 2015 – Dec 2025 |
0.00%
NA |
Annualized Rolling Returns Comparison Chart