Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| TXEFX (AMERICAN FUNDS TAX-EXEMPT PRESERVATION PORTFOLIO CLASS F-2) | 1.03% | 4.40% | 3.75% | 1.50% | 1.78% | NA | NA | … | … |
Data as of 06/10/2026, Common starting date is 06/04/2012
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| TXEFX (AMERICAN FUNDS TAX-EXEMPT PRESERVATION PORTFOLIO CLASS F-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 (%) | -0.10 | 4.40 | 3.75 | 1.50 | 1.78 | NA | NA | … | … | 1.03 | 4.86 | 2.39 | 3.90 | -4.14 | 0.20 | 3.87 | 4.29 | 1.17 | 2.72 | -0.08 | 2.05 | 5.32 | -0.75 | 2.35 |
| Sharpe Ratio | NA | 1.42 | 0.29 | -0.50 | 0.08 | NA | NA | … | … | 0.09 | 0.93 | -0.65 | 0.11 | -2.71 | 0.18 | 0.86 | 2.46 | -0.23 | 1.65 | -0.18 | 1.62 | 4.08 | -0.36 | 2.70 |
| Standard Deviation(%) | NA | 1.38 | 1.96 | 1.93 | 2.07 | NA | NA | … | … | 1.66 | 2.14 | 1.89 | 2.11 | 2.06 | 0.96 | 4.18 | 1.14 | 0.92 | 1.26 | 1.69 | 1.25 | 1.30 | 2.18 | 1.51 |
| Draw Down(%) | NA | 1.58 | 2.28 | 6.87 | 6.87 | NA | NA | … | … | 1.58 | 2.07 | 1.23 | 2.89 | 6.45 | 0.91 | 6.57 | 1.06 | 0.75 | 0.96 | 3.83 | 1.54 | 0.76 | 4.39 | 1.37 |
| Yield(%) | 0.00 | 2.90 | 2.72 | 2.07 | 1.97 | 2.04 | 1.53 | … | … | 1.03 | 2.91 | 2.67 | 2.24 | 1.26 | 1.09 | 1.71 | 2.08 | 1.97 | 2.09 | 2.27 | 2.62 | 2.91 | 2.82 | 1.64 |
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 |
|---|---|---|---|---|
| TXEFX (AMERICAN FUNDS TAX-EXEMPT PRESERVATION PORTFOLIO CLASS F-2) |
-1.23%
Oct 2020 – Oct 2023 |
0.52%
Oct 2017 – Oct 2022 |
1.23%
Oct 2012 – Oct 2022 |
0.00%
NA |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| TXEFX (AMERICAN FUNDS TAX-EXEMPT PRESERVATION PORTFOLIO CLASS F-2) |
4.31%
Oct 2022 – Oct 2025 |
2.54%
Nov 2016 – Nov 2021 |
1.95%
Feb 2016 – Feb 2026 |
0.00%
NA |
Annualized Rolling Returns Comparison Chart