PPVCX
American Funds Preservation-C
$9.25
0.00 (0.00%)
Currency in USD / Last Updated: 4/19/2024
Category | Short Term Bond |
---|---|
Market Cap | 1908.849M |
52 Week High | 9.378 |
52 Week Low | 8.98 |
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Key Data
Symbol | PPVCX |
---|---|
Type | Mutual Fund |
Category | Short Term Bond |
Price | 9.25 |
Price Yesterday | 9.25 |
Market Cap | 1,908.85 |
YTD Return | -0.84% |
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 | 9.38 |
---|---|
52 Week Low | 8.98 |
Market Cap | 1,908.85M |
Shares Outstanding | 206.36M |
Income Dividend Yield | 2.86% |
Long Term Dividend Yield | 0.00% |
Short Term Dividend Yield | 0.00% |
52 Week Yield (All) | 2.86% |
Returns Annualized
One Day | 0.00% |
---|---|
Five Days | -10.32% |
One Months | -6.80% |
Three Months | -2.89% |
Six Months | 5.92% |
Nine Months | 2.02% |
One Year | 1.03% |
Three Years | -1.67% |
Five Years | 0.20% |
Ten Years | 0.32% |
YTD | -2.75% |
Since Inception | 0.25% |
Returns Total
One Day | 0.00% |
---|---|
Five Days | -0.22% |
One Month | -0.61% |
Three Months | -0.73% |
Six Months | 2.89% |
Nine Months | 1.51% |
One Year | 1.03% |
Three Years | -4.92% |
Five Years | 1.02% |
Ten Years | 3.27% |
YTD | -0.84% |
Since Inception | 3.05% |
Yearly Returns
2024 | -0.84% |
---|---|
2023 | 3.35% |
2022 | -6.80% |
2021 | -1.31% |
2020 | 5.05% |
2019 | 3.07% |
2018 | 0.29% |
2017 | 0.23% |
2016 | 0.55% |
2015 | -0.23% |
Risk against SP-DA
Alpha | -7.11% |
---|---|
Beta | 0.17 |
Correlation | 58.16% |
Downside Deviation | 0.68% |
Coefficient of determination | 33.83% |
Standard Deviation | 1.00% |
Sharpe Ratio | -5.88 |
Sortino | -30.24 |
Treynor | -25.43 |
Ulcer Index | 1.64 |
Ulcer Performance Index | -12.45 |