Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| PPVAX (AMERICAN FUNDS PRESERVATION PORTFOLIO CLASS A) | 0.04% | 3.29% | 4.07% | 1.38% | 1.71% | 1.45% | 1.09% | … | … |
Data as of 06/08/2026, Common starting date is 12/12/2001
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| PPVAX (AMERICAN FUNDS PRESERVATION PORTFOLIO CLASS A) | 12/12/2001 | 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 (%) | -0.32 | 3.29 | 4.07 | 1.38 | 1.71 | 1.45 | 1.09 | … | … | 0.04 | 5.73 | 3.65 | 4.21 | -6.14 | -0.48 | 5.83 | 3.80 | 1.04 | 0.86 | 1.16 | 0.58 | 1.90 | -1.09 | -3.35 |
| Sharpe Ratio | NA | 0.27 | 0.29 | -0.38 | 0.03 | NA | NA | … | … | -1.19 | 1.20 | 0.01 | 0.13 | -2.02 | -0.38 | 2.79 | 1.25 | -0.23 | 0.13 | 0.54 | 0.24 | 1.16 | -0.58 | -0.24 |
| Standard Deviation(%) | NA | 2.01 | 2.69 | 3.09 | 2.50 | NA | NA | … | … | 2.03 | 2.37 | 2.65 | 4.24 | 3.76 | 1.35 | 1.99 | 1.87 | 1.49 | 1.58 | 1.75 | 2.29 | 1.63 | 1.94 | 6.24 |
| Draw Down(%) | NA | 1.34 | 1.61 | 8.43 | 8.43 | NA | NA | … | … | 1.34 | 1.15 | 1.61 | 2.86 | 7.93 | 0.80 | 2.34 | 0.90 | 1.09 | 1.05 | 2.11 | 1.30 | 0.76 | 2.72 | 4.58 |
| Yield(%) | 0.00 | 3.79 | 3.87 | 2.80 | 2.22 | 1.77 | 1.33 | … | … | 1.40 | 3.93 | 4.01 | 3.26 | 1.86 | 0.82 | 2.32 | 1.94 | 1.62 | 1.06 | 1.16 | 1.19 | 0.98 | 1.10 | 0.69 |
Data as of 06/08/2026, Common starting date is 12/12/2001
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| PPVAX (AMERICAN FUNDS PRESERVATION PORTFOLIO CLASS A) |
-1.91%
Oct 2020 – Oct 2023 |
0.37%
Oct 2017 – Oct 2022 |
0.57%
Oct 2012 – Oct 2022 |
0.00%
NA |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| PPVAX (AMERICAN FUNDS PRESERVATION PORTFOLIO CLASS A) |
4.84%
Feb 2023 – Feb 2026 |
2.52%
Dec 2015 – Dec 2020 |
1.91%
Dec 2015 – Dec 2025 |
0.00%
NA |
Annualized Rolling Returns Comparison Chart