Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| CPPBX (AMERICAN FUNDS PRESERVATION PORTFOLIO CLASS 529-B) | NA | -0.59% | 0.23% | 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 |
|---|---|---|
| CPPBX (AMERICAN FUNDS PRESERVATION PORTFOLIO CLASS 529-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 (%) | -0.10 | -0.59 | 0.23 | NA | NA | NA | NA | … | … | 0.51 | 0.41 | -0.37 | 1.04 | -1.94 | 0.66 |
| Sharpe Ratio | NA | -0.46 | 0.06 | NA | NA | NA | NA | … | … | 0.74 | 0.11 | -0.18 | 0.65 | -1.04 | 0.85 |
| Standard Deviation(%) | NA | 1.84 | 1.92 | NA | NA | NA | NA | … | … | 1.98 | 1.82 | 2.27 | 1.58 | 1.90 | 1.30 |
| Draw Down(%) | NA | 2.52 | 2.52 | NA | NA | NA | NA | … | … | 0.90 | 2.52 | 1.59 | 1.08 | 2.90 | 0.60 |
| Yield(%) | 0.00 | 0.31 | 0.23 | 0.23 | 0.12 | 0.08 | 0.06 | … | … | 0.00 | 0.31 | 0.33 | 0.12 | 0.25 | 0.16 |
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 |
|---|---|---|---|---|
| CPPBX (AMERICAN FUNDS PRESERVATION PORTFOLIO CLASS 529-B) |
-0.43%
Dec 2012 – Dec 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 |
|---|---|---|---|---|
| CPPBX (AMERICAN FUNDS PRESERVATION PORTFOLIO CLASS 529-B) |
0.95%
Jun 2013 – Jun 2016 |
0.00%
NA |
0.00%
NA |
0.00%
NA |
Annualized Rolling Returns Comparison Chart