Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| LTXBX (LIMITED TERM TAX EXEMPT BOND FUND OF AMERICA CLASS B) | NA | -31.56% | -11.01% | -6.27% | -1.36% | 0.11% | NA | … | … |
Data as of 04/10/2017, Common starting date is 04/03/2000
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| LTXBX (LIMITED TERM TAX EXEMPT BOND FUND OF AMERICA CLASS B) | 04/03/2000 | 04/10/2017 |
| Last 1 Week | 1 Yr | 3 Yr | 5 Yr | 10 Yr | 15 Yr | 20 Yr | Common | Inception | 2017 | 2016 | 2015 | 2014 | 2013 | 2012 | 2011 | 2010 | 2009 | 2008 | 2007 | 2006 | 2005 | 2004 | 2003 | 2002 | 2001 | 2000 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return (%) | -30.90 | -31.56 | -11.01 | -6.27 | -1.36 | 0.11 | NA | … | … | -30.24 | -0.92 | 0.67 | 2.65 | -0.83 | 3.09 | 6.74 | 2.71 | 8.70 | -1.99 | 2.53 | 2.90 | 0.87 | 2.06 | 3.57 | 7.13 | 2.88 | 3.47 |
| Sharpe Ratio | NA | -0.51 | -0.20 | -0.03 | 1.00 | NA | NA | … | … | -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 | 0.40 | 1.03 | 2.39 | 0.30 | 0.43 |
| Standard Deviation(%) | NA | 62.53 | 56.89 | 186.58 | 2.01 | NA | NA | … | … | 71.69 | 1.38 | 1.07 | 1.12 | 1.89 | 1.47 | 1.73 | 2.14 | 2.70 | 3.49 | 1.71 | 1.52 | 1.59 | 2.79 | 2.80 | 2.53 | 1.84 | 1.37 |
| Draw Down(%) | NA | 32.05 | 32.05 | 32.05 | 32.05 | NA | NA | … | … | 31.08 | 3.21 | 1.69 | 1.05 | 3.76 | 1.41 | 1.70 | 3.27 | 2.70 | 7.17 | 1.40 | 0.99 | 1.77 | 4.87 | 4.41 | 3.02 | 2.82 | 1.95 |
| Yield(%) | 0.00 | 1.36 | 1.53 | 1.64 | 2.11 | 2.36 | 2.01 | … | … | 0.38 | 1.36 | 1.59 | 1.76 | 1.75 | 1.96 | 2.20 | 2.13 | 2.62 | 2.77 | 2.81 | 2.66 | 2.60 | 2.54 | 2.63 | 3.13 | 1.80 | 0.66 |
Data as of 04/10/2017, Common starting date is 04/03/2000
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| LTXBX (LIMITED TERM TAX EXEMPT BOND FUND OF AMERICA CLASS B) |
0.48%
Nov 2012 – Nov 2015 |
0.80%
Jan 2012 – Jan 2017 |
2.22%
Nov 2006 – Nov 2016 |
2.54%
Feb 2002 – Feb 2017 |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| LTXBX (LIMITED TERM TAX EXEMPT BOND FUND OF AMERICA CLASS B) |
6.07%
May 2000 – May 2003 |
4.39%
Oct 2008 – Oct 2013 |
3.55%
May 2000 – May 2010 |
3.14%
May 2000 – May 2015 |
Annualized Rolling Returns Comparison Chart