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LTXBX: LIMITED TERM TAX EXEMPT BOND FUND OF AMERICA CLASS B (MUTUAL FUND)
Basic Info
| Asset Class: | Muni National Interm |
| MyPlanIQ Rating: |
Not Rated
|
| Start Date: | 04/03/2000 |
| Last Dividend Date: | 03/31/2017 |
| 12-Mo. Yield | 1.36% |
| Expenses | 1.31% |
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Performance Analytics (As of 07/31/2020)
Not up-to-date? Try| Last 1 Week* | 1 Yr | 3 Yr | 5 Yr | 10 Yr | 15 Yr | Since 04/03/2000 |
2017 | 2016 | 2015 | 2014 | 2013 | 2012 | 2011 | 2010 | 2009 | 2008 | 2007 | 2006 | 2005 | 2004 | 2003 | 2002 | 2001 | 2000 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return(%) | 0.0 | 0.0 | 0.0 | -7.0 | -2.6 | 0.1 | 0.5 | -30.2 | -0.9 | 0.7 | 2.7 | -0.8 | 3.1 | 6.7 | 2.7 | 8.7 | -2.0 | 2.5 | 2.9 | 0.9 | 2.1 | 3.6 | 7.1 | 2.9 | 3.5 |
| Sharpe Ratio | NA | -0.51 | -0.2 | -0.03 | 1.0 | NA | -0.05 | -1.03 | -0.81 | 0.59 | 2.36 | -0.45 | 2.09 | 3.89 | 1.22 | 3.19 | -0.83 | -0.29 | -0.26 | -0.82 | 0.4 | 1.03 | 2.39 | 0.3 | 0.43 |
| Draw Down(%) | NA | 32.0 | 32.0 | 32.0 | 32.0 | NA | 32.0 | 31.1 | 3.2 | 1.7 | 1.1 | 3.8 | 1.4 | 1.7 | 3.3 | 2.7 | 7.2 | 1.4 | 1.0 | 1.8 | 4.9 | 4.4 | 3.0 | 2.8 | 2.0 |
| Standard Deviation(%) | NA | 62.5 | 56.9 | 186.6 | 2.0 | NA | 11.5 | 71.7 | 1.4 | 1.1 | 1.1 | 1.9 | 1.5 | 1.7 | 2.1 | 2.7 | 3.5 | 1.7 | 1.5 | 1.6 | 2.8 | 2.8 | 2.5 | 1.8 | 1.4 |
| Treynor Ratio | NA | -0.61 | -0.2 | -0.1 | -0.02 | NA | -0.01 | -0.61 | -0.02 | 0.01 | 0.05 | -0.01 | 0.05 | 0.1 | 0.03 | 0.11 | -0.04 | -0.01 | -0.01 | -0.02 | 0.01 | 0.03 | 0.07 | 0.01 | 0.01 |
| Alpha | NA | -0.19 | -0.09 | -0.08 | -0.17 | NA | -0.01 | -0.47 | 0.0 | 0.0 | 0.0 | 0.0 | 0.0 | 0.0 | 0.01 | 0.0 | -0.01 | 0.0 | 0.0 | -0.01 | 0.0 | 0.0 | 0.0 | 0.0 | -0.01 |
| Beta | NA | 0.52 | 0.57 | 0.61 | 0.74 | NA | 0.69 | 1.22 | 0.51 | 0.51 | 0.54 | 0.61 | 0.65 | 0.64 | 0.76 | 0.81 | 0.65 | 0.7 | 0.66 | 0.64 | 0.77 | 0.88 | 0.81 | 0.61 | 0.47 |
| RSquared | NA | 0.0 | 0.0 | 0.0 | 0.0 | NA | 0.04 | 0.0 | 0.86 | 0.78 | 0.74 | 0.91 | 0.81 | 0.78 | 0.87 | 0.9 | 0.9 | 0.85 | 0.88 | 0.88 | 0.93 | 0.88 | 0.9 | 0.72 | 0.6 |
| Yield(%) | N/A | 1.4 | 1.5 | 1.6 | 2.1 | 2.4 | N/A | 0.4 | 1.4 | 1.6 | 1.8 | 1.8 | 2.0 | 2.2 | 2.1 | 2.6 | 2.8 | 2.8 | 2.7 | 2.6 | 2.5 | 2.6 | 3.1 | 1.8 | 0.7 |
| Dividend Growth(%) | N/A | -12.8 | -20.4 | -29.0 | N/A | N/A | N/A | -72.8 | -15.2 | -8.9 | -1.7 | -9.8 | -6.8 | 3.7 | -13.9 | -9.9 | -1.6 | 5.9 | 0.7 | 1.8 | -2.2 | -13.1 | 75.8 | 178.9 | N/A |
*: NOT annualized;YTD: Year to Date
**Inception: starting from 04/03/2000
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View Historical Data in an advanced chart |
Use MyPlanIQ Comparison to compare with multiple funds or portfolios |
See Muni National Interm Asset Class Trend Rankings |
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Best ETFs
- MUB (iShares National Muni Bond ETF) (99%)
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Best Closed End Funds
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