Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| CPQGX (American Funds Preservation Portfolio Class ABLE-F-2) | 0.25% | 3.70% | 4.47% | 1.75% | NA | NA | NA | … | … |
Data as of 06/10/2026, Common starting date is 11/02/2020
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| CPQGX (American Funds Preservation Portfolio Class ABLE-F-2) | 11/02/2020 | 06/10/2026 |
| Last 1 Week | 1 Yr | 3 Yr | 5 Yr | 10 Yr | 15 Yr | 20 Yr | Common | Inception | YTD | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return (%) | -0.11 | 3.70 | 4.47 | 1.75 | NA | NA | NA | … | … | 0.25 | 6.14 | 4.06 | 4.49 | -5.85 | 0.05 | 0.53 |
| Sharpe Ratio | NA | 0.40 | 0.42 | -0.25 | NA | NA | NA | … | … | -0.97 | 1.35 | 0.17 | 0.20 | -1.95 | 0.02 | 3.04 |
| Standard Deviation(%) | NA | 2.11 | 2.70 | 3.10 | NA | NA | NA | … | … | 2.25 | 2.41 | 2.63 | 4.18 | 3.76 | 1.33 | 1.06 |
| Draw Down(%) | NA | 1.40 | 1.66 | 8.10 | NA | NA | NA | … | … | 1.40 | 1.04 | 1.66 | 2.72 | 7.70 | 0.70 | 0.29 |
| Yield(%) | 0.00 | 4.09 | 4.16 | 3.09 | 1.70 | 1.13 | 0.85 | … | … | 1.50 | 4.23 | 4.30 | 3.54 | 2.12 | 1.19 | 1.39 |
Data as of 06/10/2026, Common starting date is 11/02/2020
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| CPQGX (American Funds Preservation Portfolio Class ABLE-F-2) |
-0.58%
Apr 2021 – Apr 2024 |
1.68%
Dec 2020 – Dec 2025 |
0.00%
NA |
0.00%
NA |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| CPQGX (American Funds Preservation Portfolio Class ABLE-F-2) |
5.20%
Feb 2023 – Feb 2026 |
1.99%
Feb 2021 – Feb 2026 |
0.00%
NA |
0.00%
NA |
Annualized Rolling Returns Comparison Chart