PPVCX
American Funds Preservation-C
$9.34
0.00 (0.00%)
Currency in USD / Last Updated: 7/9/2024
| Category | Short Term Bond |
|---|---|
| Market Cap | 1891.098M |
| 52 Week High | 9.34 |
| 52 Week Low | 8.905 |
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Key Data
| Symbol | PPVCX |
|---|---|
| Type | Mutual Fund |
| Category | Short Term Bond |
| Price | 9.34 |
| Price Yesterday | 9.34 |
| Market Cap | 1,891.10 |
| YTD Return | 0.97% |
Expense Details
| Deferred | 0.01 |
|---|---|
| 12b-1 | 0.0099 |
| Front Load | 0 |
| Initial Purchase Amount | 250 |
| Redeption Fee | 0 |
| Prospectus | 0.0135 |
Overview
| 52 Week High | 9.34 |
|---|---|
| 52 Week Low | 8.91 |
| Market Cap | 1,891.10M |
| Shares Outstanding | 202.47M |
| Income Dividend Yield | 3.07% |
| Long Term Dividend Yield | 0.00% |
| Short Term Dividend Yield | 0.00% |
| 52 Week Yield (All) | 3.07% |
Returns Annualized
| One Day | 0.00% |
|---|---|
| Five Days | 31.10% |
| One Months | 12.07% |
| Three Months | 4.85% |
| Six Months | 2.21% |
| Nine Months | 5.24% |
| One Year | 4.49% |
| Three Years | -1.11% |
| Five Years | 0.32% |
| Ten Years | 0.46% |
| YTD | 1.90% |
| Since Inception | 0.40% |
Returns Total
| One Day | 0.00% |
|---|---|
| Five Days | 0.54% |
| One Month | 0.91% |
| Three Months | 1.17% |
| Six Months | 1.08% |
| Nine Months | 3.86% |
| One Year | 4.49% |
| Three Years | -3.28% |
| Five Years | 1.59% |
| Ten Years | 4.67% |
| YTD | 0.97% |
| Since Inception | 4.94% |
Yearly Returns
| 2024 | 0.97% |
|---|---|
| 2023 | 3.35% |
| 2022 | -6.81% |
| 2021 | -1.32% |
| 2020 | 5.05% |
| 2019 | 3.06% |
| 2018 | 0.29% |
| 2017 | 0.23% |
| 2016 | 0.55% |
| 2015 | -0.24% |
Risk against SP-DA
| Alpha | -5.59% |
|---|---|
| Beta | 0.2 |
| Correlation | 70.09% |
| Downside Deviation | 0.52% |
| Coefficient of determination | 49.12% |
| Standard Deviation | 0.92% |
| Sharpe Ratio | -7.56 |
| Sortino | -46.64 |
| Treynor | -4.41 |
| Ulcer Index | 0.72 |
| Ulcer Performance Index | -33.48 |