Annual Returns | Volatility & Returns

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Growth of a hypothetical $10,000 investment

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This chart tracks a Class C share investment over the last 20 years, or, since inception date if the fund has been in existence under 20 years.
American Funds® Tax-Exempt Preservation Portfolio (TEPCX)
Index Bloomberg Municipal Bond 1-7 Year Blend Index
Bloomberg Municipal Bond 1-7 Year Blend Index
Lipper Short-Intmdt Municipal Debt Funds Index
American Funds Tax-Exempt Preservation Portfolio Index Blend

Annual Returns

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For Class C Shares, this chart tracks the total returns since the fund's inception date (Friday, May 18, 2012) through December 31, 2024. Fund returns and, if available, index returns are for calendar years except for the inception year (2012), which may not be a full calendar year. In cases where the index was launched after the fund inception, the index returns are shown in calender years.
Internal Prompt
American Funds® Tax-Exempt Preservation Portfolio (TEPCX)
Index Bloomberg Municipal Bond 1-7 Year Blend Index
Bloomberg Municipal Bond 1-7 Year Blend Index
Lipper Short-Intmdt Municipal Debt Funds Index
American Funds Tax-Exempt Preservation Portfolio Index Blend

Volatility & Returns

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For Class C Shares, this chart tracks the 10-year standard deviation
and 10-year annualized return of the equity funds.
Internal Prompt
Equities
Index Bloomberg Municipal Bond 1-7 Year Blend Index
Bloomberg Municipal Bond 1-7 Year Blend Index
Lipper Short-Intmdt Municipal Debt Funds Index
American Funds Tax-Exempt Preservation Portfolio Index Blend
Standard Deviation as of 05/31/2025. Annualized return as of 05/31/2025

Volatility & Return chart is not available for funds less than 10 years old.