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American Funds Preservation Port A (PPVAX)

Nasdaq - Nasdaq Delayed Price. Currency in USD
Visitors trend10W9M
9.41+0.01 (+0.11%)
At close: 08:00PM EST

Performance Overview

Morningstar Return RatingN/A1
Year-to-Date Return3.48%
5-Year Average Return1.30%
Number of Years Up8
Number of Years Down3
Best 1 Yr Total Return (Nov 26, 2024)5.83%
Worst 1 Yr Total Return (Nov 26, 2024)N/A
Best 3-Yr Total Return5.83%
Worst 3-Yr Total Return-0.95%

Trailing Returns (%) Vs. Benchmarks

Time periods greater than 1 year are annualized.
ReturnPPVAXCategory
YTD3.27%0.44%
1-Month-1.15%0.02%
3-Month1.02%0.56%
1-Year6.99%2.65%
3-Year0.30%3.38%
5-Year1.22%2.40%
10-Year1.35%2.01%
Last Bull Market3.66%2.63%
Last Bear Market-1.83%-0.33%

Annual Total Return (%) History

Year
PPVAXCategory
2024
N/AN/A
2023
4.18%N/A
2022
-6.15%N/A
2021
-0.62%N/A
2020
5.83%3.81%
2019
3.80%4.72%
2018
1.02%0.92%
2017
0.86%1.73%
2016
1.28%2.08%
2015
0.56%0.19%
2014
1.90%1.07%
2013
-1.10%0.45%
2012
N/A3.67%

Past Quarterly Returns (%)

YearQ1Q2Q3Q4
20240.06%0.70%3.68%N/A
20231.91%-1.26%0.13%3.40%
2022-2.87%-1.83%-2.61%1.06%
2021-0.76%0.26%0.12%-0.24%
20202.85%1.84%0.60%0.44%
20191.37%1.73%0.26%0.40%
2018-0.53%0.12%0.04%1.41%
20170.63%0.30%0.43%-0.50%
20161.51%0.98%0.09%-1.28%
20150.99%-0.41%0.43%-0.45%
20140.79%0.95%-0.28%0.44%
2013-0.05%-1.43%0.48%-0.08%
20120.96%0.01%N/AN/A

Rank In Category (By Total Return)

YTD94
1-Month89
3-Month76
1-Year76
3-Year93
5-Year83

Load Adjusted Returns

1-Year4.31%
3-Year-0.55%
5-Year0.71%
10-Year1.10%