Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| CPPGX (AMERICAN FUNDS PRESERVATION PORTFOLIO CLASS ABLE-A) | 0.06% | 3.49% | 4.18% | 1.52% | NA | NA | NA | … | … |
Data as of 06/08/2026, Common starting date is 09/18/2018
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| CPPGX (AMERICAN FUNDS PRESERVATION PORTFOLIO CLASS ABLE-A) | 09/18/2018 | 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 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return (%) | -0.32 | 3.49 | 4.18 | 1.52 | NA | NA | NA | … | … | 0.06 | 5.95 | 3.84 | 4.27 | -5.88 | -0.40 | 5.86 | 3.94 | 1.46 |
| Sharpe Ratio | NA | 0.31 | 0.35 | -0.34 | NA | NA | NA | … | … | -1.13 | 1.32 | 0.08 | 0.15 | -1.97 | -0.33 | 2.80 | 1.28 | 2.47 |
| Standard Deviation(%) | NA | 2.03 | 2.67 | 3.07 | NA | NA | NA | … | … | 2.09 | 2.34 | 2.63 | 4.21 | 3.72 | 1.26 | 2.00 | 1.93 | 1.47 |
| Draw Down(%) | NA | 1.32 | 1.70 | 8.20 | NA | NA | NA | … | … | 1.32 | 1.05 | 1.70 | 2.83 | 7.68 | 0.72 | 2.34 | 0.90 | 0.51 |
| Yield(%) | 0.00 | 3.88 | 3.95 | 2.90 | 2.07 | 1.38 | 1.04 | … | … | 1.42 | 4.04 | 4.09 | 3.32 | 1.93 | 1.06 | 2.42 | 1.97 | 0.63 |
Data as of 06/08/2026, Common starting date is 09/18/2018
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| CPPGX (AMERICAN FUNDS PRESERVATION PORTFOLIO CLASS ABLE-A) |
-1.72%
Oct 2020 – Oct 2023 |
0.98%
Apr 2019 – Apr 2024 |
0.00%
NA |
0.00%
NA |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| CPPGX (AMERICAN FUNDS PRESERVATION PORTFOLIO CLASS ABLE-A) |
4.96%
Feb 2023 – Feb 2026 |
1.74%
Feb 2021 – Feb 2026 |
0.00%
NA |
0.00%
NA |
Annualized Rolling Returns Comparison Chart