Nasdaq - Delayed Quote USD

American Funds Preservation Port 529C (CPPCX)

9.47
+0.02
+(0.21%)
As of 8:05:27 AM EDT. Market Open.

Performance Overview

Morningstar Return Rating --
YTD Return 1.90%
5y Average Return 0.25%
Number of Years Up 8
Number of Years Down 4
Best 1Y Total Return (Apr 16, 2025) 4.94%
Worst 1Y Total Return (Apr 16, 2025) --
Best 3Y Total Return 4.94%
Worst 3Y Total Return -1.69%

Trailing Returns (%) Vs. Benchmarks

Monthly Total Returns
CPPCX
Category
YTD
1.80%
0.44%
1-Month
0.29%
0.02%
3-Month
1.80%
0.56%
1-Year
4.84%
2.65%
3-Year
1.36%
3.38%
5-Year
0.36%
2.40%
10-Year
0.72%
2.01%
Last Bull Market
4.08%
2.63%
Last Bear Market
-2.02%
-0.33%

Annual Total Return (%) History

Year
CPPCX
Category
2025
--
--
2024
2.90%
--
2023
3.40%
--
2022
-6.85%
--
2021
-1.34%
--
2020
4.94%
3.81%
2019
3.12%
4.72%
2018
0.14%
0.92%

2017
0.16%
1.73%
2016
0.49%
2.08%
2015
-0.34%
0.19%
2014
1.08%
1.07%
2013
-1.91%
0.45%
2012
--
3.67%

Past Quarterly Returns

YearQ1Q2Q3Q4
2025 1.80% -- -- --
2024 -0.09% 0.51% 3.39% -0.89%
2023 1.76% -1.45% -0.06% 3.18%
2022 -3.11% -2.02% -2.80% 0.95%
2021 -0.96% 0.10% 0.02% -0.50%
2020 2.58% 1.66% 0.39% 0.23%
2019 1.22% 1.54% 0.06% 0.27%
2018 -0.80% -0.07% -0.17% 1.18%
2017 0.37% 0.20% 0.14% -0.54%
2016 1.34% 0.78% -0.11% -1.50%

2015 0.74% -0.60% 0.21% -0.68%
2014 0.58% 0.74% -0.48% 0.23%
2013 -0.23% -1.72% 0.27% -0.23%
2012 0.73% -0.09% -- --

Rank in Category (By Total Return)

YTD 37
1-Month 57
3-Month 37
1-Year 93
3-Year 99
5-Year 100

Load Adjusted Returns

1-Year 3.84%
3-Year 1.36%
5-Year 0.36%
10-Year 0.72%

Performance & Risk

YTD Return 1.90%
5y Average Return 0.25%
Rank in Category (ytd) 37
% Rank in Category (ytd) --
Beta (5Y Monthly) 0.44
Morningstar Risk Rating

Fund Overview

Category Short-Term Bond
Fund Family American Funds
Net Assets 1.85B
YTD Return 1.80%
Yield 3.32%
Morningstar Rating
Inception Date Jul 13, 2018

Fund Summary

The fund invests in a mix of American Funds fixed income funds. It will principally invest in funds that seek current income through investments in bonds or in other fixed income instruments. The underlying funds may hold securities issued and guaranteed by the U.S. government, securities issued by federal agencies and instrumentalities and securities backed by mortgages or other assets. The investment adviser anticipates that exposure to mortgage-backed securities and asset-backed securities may help the fund generate current income.

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