Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| COBEX (AMERICAN FUNDS CORPORATE BOND FUND CLASS 529-E) | -0.60% | 3.44% | 3.86% | -0.70% | NA | NA | NA | … | … |
Data as of 06/10/2026, Common starting date is 08/03/2016
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| COBEX (AMERICAN FUNDS CORPORATE BOND FUND CLASS 529-E) | 08/03/2016 | 06/10/2026 |
| Last 1 Week | 1 Yr | 3 Yr | 5 Yr | 10 Yr | 15 Yr | 20 Yr | Common | Inception | YTD | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return (%) | -0.32 | 3.44 | 3.86 | -0.70 | NA | NA | NA | … | … | -0.60 | 6.08 | 1.50 | 7.25 | -16.17 | -2.34 | 12.82 | 13.20 | -2.70 | 5.32 | -2.41 |
| Sharpe Ratio | NA | 0.13 | 0.08 | -0.46 | NA | NA | NA | … | … | -0.83 | 0.65 | -0.36 | 0.46 | -1.98 | -0.49 | 1.58 | 2.85 | -1.25 | 1.36 | -1.48 |
| Standard Deviation(%) | NA | 4.29 | 5.88 | 6.70 | NA | NA | NA | … | … | 4.68 | 4.97 | 5.86 | 7.89 | 8.91 | 4.88 | 7.94 | 4.12 | 3.29 | 3.44 | 4.06 |
| Draw Down(%) | NA | 3.11 | 6.96 | 22.24 | NA | NA | NA | … | … | 3.11 | 3.12 | 4.27 | 8.11 | 20.95 | 5.91 | 12.73 | 2.55 | 4.33 | 1.83 | 4.61 |
| Yield(%) | 0.00 | 3.33 | 3.64 | 2.55 | 2.85 | 1.90 | 1.42 | … | … | 1.29 | 3.73 | 3.78 | 3.27 | 1.95 | 1.25 | 4.57 | 3.76 | 2.32 | 2.31 | 1.41 |
Data as of 06/10/2026, Common starting date is 08/03/2016
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| COBEX (AMERICAN FUNDS CORPORATE BOND FUND CLASS 529-E) |
-6.45%
Oct 2020 – Oct 2023 |
-1.58%
Jul 2020 – Jul 2025 |
0.00%
NA |
0.00%
NA |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| COBEX (AMERICAN FUNDS CORPORATE BOND FUND CLASS 529-E) |
8.15%
Nov 2018 – Nov 2021 |
5.21%
Nov 2016 – Nov 2021 |
0.00%
NA |
0.00%
NA |
Annualized Rolling Returns Comparison Chart