Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| TYEFX (AMERICAN FUNDS TAX-EXEMPT PRESERVATION PORTFOLIO CLASS F-3) | 1.06% | 4.48% | 3.85% | 1.60% | NA | NA | NA | … | … |
Data as of 06/10/2026, Common starting date is 01/30/2017
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| TYEFX (AMERICAN FUNDS TAX-EXEMPT PRESERVATION PORTFOLIO CLASS F-3) | 01/30/2017 | 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 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return (%) | -0.10 | 4.48 | 3.85 | 1.60 | NA | NA | NA | … | … | 1.06 | 4.95 | 2.51 | 3.98 | -4.02 | 0.31 | 3.86 | 4.49 | 1.26 | 1.30 |
| Sharpe Ratio | NA | 1.48 | 0.34 | -0.45 | NA | NA | NA | … | … | 0.14 | 0.98 | -0.59 | 0.16 | -2.66 | 0.30 | 0.87 | 2.70 | -0.13 | 0.59 |
| Standard Deviation(%) | NA | 1.38 | 1.95 | 1.92 | NA | NA | NA | … | … | 1.68 | 2.11 | 1.89 | 2.11 | 2.06 | 0.93 | 4.13 | 1.11 | 0.96 | 1.24 |
| Draw Down(%) | NA | 1.57 | 2.25 | 6.66 | NA | NA | NA | … | … | 1.57 | 2.07 | 1.23 | 2.83 | 6.30 | 0.90 | 6.47 | 0.95 | 0.72 | 0.94 |
| Yield(%) | 0.00 | 2.98 | 2.82 | 2.17 | 1.87 | 1.25 | 0.93 | … | … | 1.06 | 3.00 | 2.78 | 2.33 | 1.38 | 1.20 | 1.80 | 2.17 | 2.06 | 0.89 |
Data as of 06/10/2026, Common starting date is 01/30/2017
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| TYEFX (AMERICAN FUNDS TAX-EXEMPT PRESERVATION PORTFOLIO CLASS F-3) |
-1.12%
Oct 2020 – Oct 2023 |
0.62%
Oct 2017 – Oct 2022 |
0.00%
NA |
0.00%
NA |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| TYEFX (AMERICAN FUNDS TAX-EXEMPT PRESERVATION PORTFOLIO CLASS F-3) |
4.41%
Oct 2022 – Oct 2025 |
1.90%
Feb 2021 – Feb 2026 |
0.00%
NA |
0.00%
NA |
Annualized Rolling Returns Comparison Chart