Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| NYABX (AMERICAN FUNDS TAX-EXEMPT FUND OF NEW YORK CLASS B) | NA | -0.34% | 3.01% | 2.41% | NA | NA | NA | … | … |
Data as of 04/10/2017, Common starting date is 11/29/2010
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| NYABX (AMERICAN FUNDS TAX-EXEMPT FUND OF NEW YORK CLASS B) | 11/29/2010 | 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 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return (%) | 0.38 | -0.34 | 3.01 | 2.41 | NA | NA | NA | … | … | 1.95 | -0.28 | 2.38 | 8.94 | -5.14 | 7.34 | 9.97 | -1.22 |
| Sharpe Ratio | NA | -0.26 | 1.30 | 0.93 | NA | NA | NA | … | … | 3.35 | -0.18 | 1.16 | 4.80 | -1.53 | 2.97 | 3.72 | -2.83 |
| Standard Deviation(%) | NA | 2.72 | 2.22 | 2.51 | NA | NA | NA | … | … | 2.09 | 2.68 | 2.02 | 1.86 | 3.38 | 2.47 | 2.67 | 4.48 |
| Draw Down(%) | NA | 6.20 | 6.20 | 9.17 | NA | NA | NA | … | … | 0.85 | 6.20 | 2.44 | 1.21 | 8.75 | 2.25 | 2.18 | 2.45 |
| Yield(%) | 0.00 | 2.22 | 2.24 | 2.18 | 1.48 | 0.99 | 0.74 | … | … | 0.62 | 2.17 | 2.15 | 2.24 | 2.07 | 2.17 | 2.38 | 0.11 |
Data as of 04/10/2017, Common starting date is 11/29/2010
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| NYABX (AMERICAN FUNDS TAX-EXEMPT FUND OF NEW YORK CLASS B) |
1.02%
Nov 2012 – Nov 2015 |
2.10%
Jan 2012 – Jan 2017 |
0.00%
NA |
0.00%
NA |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| NYABX (AMERICAN FUNDS TAX-EXEMPT FUND OF NEW YORK CLASS B) |
5.99%
Aug 2013 – Aug 2016 |
4.92%
Jan 2011 – Jan 2016 |
0.00%
NA |
0.00%
NA |
Annualized Rolling Returns Comparison Chart