Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| TEPAX (AMERICAN FUNDS TAX-EXEMPT PRESERVATION PORTFOLIO CLASS A) | 1.05% | 4.37% | 3.57% | 1.30% | 1.56% | NA | NA | … | … |
Data as of 06/08/2026, Common starting date is 06/04/2012
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| TEPAX (AMERICAN FUNDS TAX-EXEMPT PRESERVATION PORTFOLIO CLASS A) | 06/04/2012 | 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 (%) | 0.10 | 4.37 | 3.57 | 1.30 | 1.56 | NA | NA | … | … | 1.05 | 4.60 | 2.14 | 3.63 | -4.35 | -0.03 | 3.52 | 4.14 | 0.91 | 2.43 | -0.35 | 1.77 | 5.00 | -1.07 | 2.17 |
| Sharpe Ratio | NA | 1.25 | 0.16 | -0.63 | -0.04 | NA | NA | … | … | -0.02 | 0.80 | -0.78 | -0.01 | -2.86 | -0.06 | 0.78 | 2.37 | -0.52 | 1.33 | -0.33 | 1.41 | 3.88 | -0.51 | 2.50 |
| Standard Deviation(%) | NA | 1.38 | 1.96 | 1.93 | 2.07 | NA | NA | … | … | 1.66 | 2.14 | 1.90 | 2.14 | 2.03 | 0.97 | 4.19 | 1.13 | 0.92 | 1.34 | 1.71 | 1.24 | 1.29 | 2.17 | 1.51 |
| Draw Down(%) | NA | 1.60 | 2.24 | 7.12 | 7.12 | NA | NA | … | … | 1.60 | 2.07 | 1.25 | 3.01 | 6.59 | 0.95 | 6.47 | 1.08 | 0.83 | 1.03 | 3.89 | 1.63 | 0.79 | 4.48 | 1.37 |
| Yield(%) | 0.00 | 2.66 | 2.47 | 1.85 | 1.74 | 1.80 | 1.35 | … | … | 0.94 | 2.65 | 2.43 | 1.99 | 1.05 | 0.86 | 1.47 | 1.83 | 1.72 | 1.80 | 2.00 | 2.35 | 2.60 | 2.51 | 1.46 |
Data as of 06/08/2026, 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 |
|---|---|---|---|---|
| TEPAX (AMERICAN FUNDS TAX-EXEMPT PRESERVATION PORTFOLIO CLASS A) |
-1.46%
Oct 2020 – Oct 2023 |
0.28%
Oct 2017 – Oct 2022 |
0.96%
Oct 2012 – Oct 2022 |
0.00%
NA |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| TEPAX (AMERICAN FUNDS TAX-EXEMPT PRESERVATION PORTFOLIO CLASS A) |
4.05%
Oct 2022 – Oct 2025 |
2.28%
Nov 2016 – Nov 2021 |
1.69%
Feb 2016 – Feb 2026 |
0.00%
NA |
Annualized Rolling Returns Comparison Chart