Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| RPPBX (AMERICAN FUNDS PRESERVATION PORTFOLIO CLASS R-2) | -0.21% | 2.65% | 3.43% | 0.66% | 0.99% | NA | NA | … | … |
Data as of 06/10/2026, Common starting date is 06/04/2012
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| RPPBX (AMERICAN FUNDS PRESERVATION PORTFOLIO CLASS R-2) | 06/04/2012 | 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 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | 2013 | 2012 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return (%) | -0.11 | 2.65 | 3.43 | 0.66 | 0.99 | NA | NA | … | … | -0.21 | 5.09 | 2.96 | 3.39 | -6.74 | -1.32 | 5.03 | 3.17 | 0.20 | 0.25 | 0.49 | -0.24 | 1.13 | -1.87 | 0.86 |
| Sharpe Ratio | NA | -0.11 | 0.02 | -0.61 | -0.26 | NA | NA | … | … | -1.56 | 0.94 | -0.25 | -0.06 | -2.20 | -1.08 | 2.32 | 0.92 | -0.77 | -0.26 | 0.15 | -0.12 | 0.68 | -1.03 | 1.14 |
| Standard Deviation(%) | NA | 1.99 | 2.71 | 3.09 | 2.50 | NA | NA | … | … | 2.08 | 2.34 | 2.68 | 4.26 | 3.72 | 1.24 | 2.05 | 1.84 | 1.55 | 1.54 | 1.74 | 2.28 | 1.63 | 1.85 | 1.27 |
| Draw Down(%) | NA | 1.41 | 1.74 | 9.21 | 9.64 | NA | NA | … | … | 1.41 | 1.05 | 1.74 | 3.15 | 8.43 | 1.41 | 2.44 | 0.90 | 1.40 | 1.24 | 2.42 | 1.52 | 0.97 | 2.94 | 0.50 |
| Yield(%) | 0.00 | 3.17 | 3.22 | 2.19 | 1.57 | 1.15 | 0.87 | … | … | 1.16 | 3.30 | 3.35 | 2.58 | 1.23 | 0.22 | 1.63 | 1.21 | 0.90 | 0.36 | 0.59 | 0.46 | 0.21 | 0.32 | 0.56 |
Data as of 06/10/2026, 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 |
|---|---|---|---|---|
| RPPBX (AMERICAN FUNDS PRESERVATION PORTFOLIO CLASS R-2) |
-2.61%
Oct 2020 – Oct 2023 |
-0.37%
Oct 2017 – Oct 2022 |
-0.16%
Oct 2012 – Oct 2022 |
0.00%
NA |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| RPPBX (AMERICAN FUNDS PRESERVATION PORTFOLIO CLASS R-2) |
4.13%
Feb 2023 – Feb 2026 |
1.81%
Dec 2015 – Dec 2020 |
1.20%
Feb 2016 – Feb 2026 |
0.00%
NA |
Annualized Rolling Returns Comparison Chart