PPEFX
American Funds Preservation-F2
$9.28
-0.01 (-0.11%)
Currency in USD / Last Updated: 4/18/2024
Category | Short Term Bond |
---|---|
Market Cap | 1912.988M |
52 Week High | 9.389 |
52 Week Low | 8.966 |
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Key Data
Symbol | PPEFX |
---|---|
Type | Mutual Fund |
Category | Short Term Bond |
Price | 9.28 |
Price Yesterday | 9.29 |
Market Cap | 1,912.99 |
YTD Return | -0.63% |
Expense Details
Deferred | 0 |
---|---|
12b-1 | 0 |
Front Load | 0 |
Initial Purchase Amount | 250 |
Redeption Fee | 0 |
Prospectus | 0.0039 |
Overview
52 Week High | 9.39 |
---|---|
52 Week Low | 8.97 |
Market Cap | 1,912.99M |
Shares Outstanding | 206.14M |
Income Dividend Yield | 3.83% |
Long Term Dividend Yield | 0.00% |
Short Term Dividend Yield | 0.00% |
52 Week Yield (All) | 3.83% |
Returns Annualized
One Day | -23.79% |
---|---|
Five Days | 0.00% |
One Months | -3.63% |
Three Months | -2.51% |
Six Months | 7.19% |
Nine Months | 3.16% |
One Year | 1.90% |
Three Years | -0.74% |
Five Years | 1.17% |
Ten Years | 1.31% |
YTD | -2.11% |
Since Inception | 1.24% |
Returns Total
One Day | -0.11% |
---|---|
Five Days | 0.00% |
One Month | -0.32% |
Three Months | -0.63% |
Six Months | 3.50% |
Nine Months | 2.37% |
One Year | 1.90% |
Three Years | -2.20% |
Five Years | 6.00% |
Ten Years | 13.89% |
YTD | -0.63% |
Since Inception | 15.75% |
Yearly Returns
2024 | -0.63% |
---|---|
2023 | 4.46% |
2022 | -5.91% |
2021 | -0.38% |
2020 | 6.05% |
2019 | 4.10% |
2018 | 1.28% |
2017 | 1.14% |
2016 | 1.55% |
2015 | 0.81% |
Risk against SP-DA
Alpha | -5.43% |
---|---|
Beta | 0.11 |
Correlation | 37.27% |
Downside Deviation | 0.65% |
Coefficient of determination | 13.89% |
Standard Deviation | 1.04% |
Sharpe Ratio | -5.72 |
Sortino | -31.86 |
Treynor | -30.51 |
Ulcer Index | 1.45 |
Ulcer Performance Index | -14.26 |