AMERICAN FUNDS PRESERVATION PORTFOLIO CLASS 529-A

Alpha 1 Year0.09 Alpha 10 Years-0.13 Alpha 3 Years0.17 Alpha 5 Years0.08 Average Gain 1 Year0.83 Average Gain 10 Years0.53 Average Gain 3 Years0.79 Average Gain 5 Years0.66 Average Loss 1 Year-0.59 Average Loss 10 Years-0.44 Average Loss 3 Years-0.79 Average Loss 5 Years-0.60 Batting Average 1 Year41.67 Batting Average 10 Years47.50 Batting Average 3 Years55.56 Batting Average 5 Years58.33 Beta 1 Year1.13 Beta 10 Years1.06 Beta 3 Years1.09 Beta 5 Years1.06 Capture Ratio Down 1 Year114.88 Capture Ratio Down 10 Years112.95 Capture Ratio Down 3 Years106.05 Capture Ratio Down 5 Years107.28 Capture Ratio Up 1 Year103.69 Capture Ratio Up 10 Years103.09 Capture Ratio Up 3 Years101.49 Capture Ratio Up 5 Years105.11 Correlation 1 Year98.99 Correlation 10 Years96.58 Correlation 3 Years97.89 Correlation 5 Years96.96 High 1 Year9.46 Information Ratio 1 Year-0.11 Information Ratio 10 Years-0.28 Information Ratio 3 Years-0.29 Information Ratio 5 Years-0.03 Low 1 Year9.14 Maximum Loss 1 Year-1.28 Maximum Loss 10 Years-7.98 Maximum Loss 3 Years-7.96 Maximum Loss 5 Years-7.98 Performance Current Year2.34 Performance since Inception15.39 Risk adjusted Return 10 Years-0.57 Risk adjusted Return 3 Years-4.04 Risk adjusted Return 5 Years-1.44 Risk adjusted Return Since Inception-1.52 R-Squared (R²) 1 Year97.98 R-Squared (R²) 10 Years93.28 R-Squared (R²) 3 Years95.83 R-Squared (R²) 5 Years94.02 Sortino Ratio 1 Year-1.05 Sortino Ratio 10 Years-0.27 Sortino Ratio 3 Years-1.29 Sortino Ratio 5 Years-0.55 Tracking Error 1 Year0.55 Tracking Error 10 Years0.61 Tracking Error 3 Years0.74 Tracking Error 5 Years0.74 Trailing Performance 1 Month1.45 Trailing Performance 1 Week0.48 Trailing Performance 1 Year5.52 Trailing Performance 10 Years13.58 Trailing Performance 2 Years3.63 Trailing Performance 3 Months3.14 Trailing Performance 3 Years-0.60 Trailing Performance 4 Years-0.16 Trailing Performance 5 Years6.21 Trailing Performance 6 Months1.81 Trailing Return 1 Month0.64 Trailing Return 1 Year4.34 Trailing Return 10 Years1.11 Trailing Return 2 Months1.66 Trailing Return 2 Years1.72 Trailing Return 3 Months0.71 Trailing Return 3 Years-0.53 Trailing Return 4 Years-0.26 Trailing Return 5 Years0.85 Trailing Return 6 Months0.88 Trailing Return 6 Years1.48 Trailing Return 7 Years1.19 Trailing Return 8 Years1.00 Trailing Return 9 Months4.20 Trailing Return 9 Years1.17 Trailing Return Since Inception1.07 Trailing Return YTD - Year to Date0.88 Treynor Ratio 1 Year-2.54 Treynor Ratio 10 Years-0.50 Treynor Ratio 3 Years-3.74 Treynor Ratio 5 Years-1.30

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