PPEFX
American Funds Preservation-F2
$9.37
0.00 (0.00%)
Currency in USD / Last Updated: 7/9/2024
| Category | Short Term Bond |
|---|---|
| Market Cap | 1891.072M |
| 52 Week High | 9.37 |
| 52 Week Low | 8.869 |
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Key Data
| Symbol | PPEFX |
|---|---|
| Type | Mutual Fund |
| Category | Short Term Bond |
| Price | 9.37 |
| Price Yesterday | 9.37 |
| Market Cap | 1,891.07 |
| YTD Return | 1.43% |
Expense Details
| Deferred | 0 |
|---|---|
| 12b-1 | 0 |
| Front Load | 0 |
| Initial Purchase Amount | 250 |
| Redeption Fee | 0 |
| Prospectus | 0.0039 |
Overview
| 52 Week High | 9.37 |
|---|---|
| 52 Week Low | 8.87 |
| Market Cap | 1,891.07M |
| Shares Outstanding | 201.82M |
| Income Dividend Yield | 4.05% |
| Long Term Dividend Yield | 0.00% |
| Short Term Dividend Yield | 0.00% |
| 52 Week Yield (All) | 4.05% |
Returns Annualized
| One Day | 0.00% |
|---|---|
| Five Days | 38.28% |
| One Months | 13.10% |
| Three Months | 5.90% |
| Six Months | 3.38% |
| Nine Months | 6.29% |
| One Year | 5.52% |
| Three Years | -0.16% |
| Five Years | 1.29% |
| Ten Years | 1.45% |
| YTD | 2.79% |
| Since Inception | 1.39% |
Returns Total
| One Day | 0.00% |
|---|---|
| Five Days | 0.64% |
| One Month | 0.98% |
| Three Months | 1.42% |
| Six Months | 1.65% |
| Nine Months | 4.62% |
| One Year | 5.52% |
| Three Years | -0.49% |
| Five Years | 6.60% |
| Ten Years | 15.45% |
| YTD | 1.43% |
| Since Inception | 18.17% |
Yearly Returns
| 2024 | 1.43% |
|---|---|
| 2023 | 4.47% |
| 2022 | -5.92% |
| 2021 | -0.37% |
| 2020 | 6.05% |
| 2019 | 4.10% |
| 2018 | 1.28% |
| 2017 | 1.14% |
| 2016 | 1.55% |
| 2015 | 0.82% |
Risk against SP-DA
| Alpha | -4.89% |
|---|---|
| Beta | 0.22 |
| Correlation | 72.00% |
| Downside Deviation | 0.48% |
| Coefficient of determination | 51.84% |
| Standard Deviation | 0.96% |
| Sharpe Ratio | -6.95 |
| Sortino | -48.45 |
| Treynor | 0.67 |
| Ulcer Index | 0.61 |
| Ulcer Performance Index | -37.96 |