Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| RPPGX (AMERICAN FUNDS PRESERVATION PORTFOLIO CLASS R-6) | 0.17% | 3.69% | 4.51% | 1.77% | 2.09% | NA | NA | … | … |
Data as of 06/10/2026, Common starting date is 06/04/2012
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| RPPGX (AMERICAN FUNDS PRESERVATION PORTFOLIO CLASS R-6) | 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 | 3.69 | 4.51 | 1.77 | 2.09 | NA | NA | … | … | 0.17 | 6.27 | 4.06 | 4.58 | -5.56 | -0.26 | 6.11 | 4.30 | 1.26 | 1.34 | 1.54 | 0.83 | 2.35 | -0.77 | 1.20 |
| Sharpe Ratio | NA | 0.41 | 0.44 | -0.25 | 0.18 | NA | NA | … | … | -1.12 | 1.47 | 0.16 | 0.23 | -1.92 | -0.22 | 2.91 | 1.56 | -0.08 | 0.44 | 0.70 | 0.36 | 1.40 | -0.43 | 1.52 |
| Standard Deviation(%) | NA | 2.00 | 2.67 | 3.03 | 2.46 | NA | NA | … | … | 2.12 | 2.32 | 2.64 | 4.14 | 3.65 | 1.27 | 2.01 | 1.82 | 1.52 | 1.56 | 1.88 | 2.22 | 1.66 | 1.86 | 1.35 |
| Draw Down(%) | NA | 1.30 | 1.56 | 7.94 | 7.94 | NA | NA | … | … | 1.30 | 1.05 | 1.56 | 2.71 | 7.46 | 0.78 | 2.34 | 0.90 | 1.10 | 0.95 | 2.02 | 1.33 | 0.79 | 2.48 | 0.50 |
| Yield(%) | 0.00 | 4.18 | 4.26 | 3.14 | 2.58 | 2.09 | 1.57 | … | … | 1.53 | 4.35 | 4.40 | 3.63 | 2.20 | 1.18 | 2.71 | 2.33 | 1.95 | 1.44 | 1.54 | 1.54 | 1.32 | 1.42 | 0.80 |
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 |
|---|---|---|---|---|
| RPPGX (AMERICAN FUNDS PRESERVATION PORTFOLIO CLASS R-6) |
-1.49%
Sep 2020 – Sep 2023 |
0.76%
Apr 2013 – Apr 2018 |
0.94%
Oct 2012 – Oct 2022 |
0.00%
NA |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| RPPGX (AMERICAN FUNDS PRESERVATION PORTFOLIO CLASS R-6) |
5.25%
Feb 2023 – Feb 2026 |
2.89%
Dec 2015 – Dec 2020 |
2.31%
Dec 2015 – Dec 2025 |
0.00%
NA |
Annualized Rolling Returns Comparison Chart