Nasdaq - Delayed Quote USD
American Funds Preservation Port A (PPVAX)
As of 8:05 AM EST. Market Open.
Performance Overview
| Morningstar Return Rating | -- |
| YTD Return | 3.05% |
| 5y Average Return | 1.22% |
| Number of Years Up | 8 |
| Number of Years Down | 3 |
| Best 1Y Total Return (Nov 6, 2024) | 5.83% |
| Worst 1Y Total Return (Nov 6, 2024) | -- |
| Best 3Y Total Return | 5.83% |
| Worst 3Y Total Return | -0.95% |
Trailing Returns (%) Vs. Benchmarks
Monthly Total Returns
PPVAX
Category
- YTD
- 3.27%
- 0.44%
- 1-Month
- -1.15%
- 0.02%
- 3-Month
- 1.02%
- 0.56%
- 1-Year
- 6.99%
- 2.65%
- 3-Year
- 0.30%
- 3.38%
- 5-Year
- 1.22%
- 2.40%
- 10-Year
- 1.35%
- 2.01%
- Last Bull Market
- 3.66%
- 2.63%
- Last Bear Market
- -1.83%
- -0.33%
Annual Total Return (%) History
Year
PPVAX
Category
Past Quarterly Returns
| Year | Q1 | Q2 | Q3 | Q4 |
|---|---|---|---|---|
| 2024 | 0.06% | 0.70% | 3.68% | -- |
| 2023 | 1.91% | -1.26% | 0.13% | 3.40% |
| 2022 | -2.87% | -1.83% | -2.61% | 1.06% |
| 2021 | -0.76% | 0.26% | 0.12% | -0.24% |
| 2020 | 2.85% | 1.84% | 0.60% | 0.44% |
| 2019 | 1.37% | 1.73% | 0.26% | 0.40% |
| 2018 | -0.53% | 0.12% | 0.04% | 1.41% |
| 2017 | 0.63% | 0.30% | 0.43% | -0.50% |
| 2016 | 1.51% | 0.98% | 0.09% | -1.28% |
| 2015 | 0.99% | -0.41% | 0.43% | -0.45% |
| 2014 | 0.79% | 0.95% | -0.28% | 0.44% |
| 2013 | -0.05% | -1.43% | 0.48% | -0.08% |
| 2012 | 0.96% | 0.01% | -- | -- |
Rank in Category (By Total Return)
| YTD | 94 |
| 1-Month | 89 |
| 3-Month | 76 |
| 1-Year | 76 |
| 3-Year | 93 |
| 5-Year | 83 |
Load Adjusted Returns
| 1-Year | 4.31% |
| 3-Year | -0.55% |
| 5-Year | 0.71% |
| 10-Year | 1.10% |
Performance & Risk
| YTD Return | 3.05% |
| 5y Average Return | 1.22% |
| Rank in Category (ytd) | 94 |
| % Rank in Category (ytd) | -- |
| Beta (5Y Monthly) | 0.46 |
| Morningstar Risk Rating |
Fund Overview
| Category | Short-Term Bond |
| Fund Family | American Funds |
| Net Assets | 1.88B |
| YTD Return | 3.27% |
| Yield | 3.94% |
| Morningstar Rating | |
| Inception Date | Oct 30, 2020 |
Fund Summary
The fund invests in a mix of American Funds fixed income funds. It will principally invest in funds that seek current income through investments in bonds or in other fixed income instruments. The underlying funds may hold securities issued and guaranteed by the U.S. government, securities issued by federal agencies and instrumentalities and securities backed by mortgages or other assets. The investment adviser anticipates that exposure to mortgage-backed securities and asset-backed securities may help the fund generate current income.
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