Fund & Portfolio Comparison

Performance Comparison
Comparison Box

Portfolio Performance Comparison
Name YTD Return 1Yr AR 3Yr AR 5Yr AR 10Yr AR 15Yr AR 20Yr AR Common Inception
RTXFX (American Funds Ltd-Term Tax-Ex Bd R5) NA -100.00% -100.00% -100.00% NA NA NA
Data as of 02/09/2011, Common starting date is 08/08/2002
More Performance Analytics Comparison
Name Start Date End Date
RTXFX (American Funds Ltd-Term Tax-Ex Bd R5) 08/08/2002 02/09/2011
1 Yr 3 Yr 5 Yr 10 Yr 15 Yr 20 Yr Common Inception
Annualized Return (%) -100.00 -100.00 -100.00 NA NA NA
Sharpe Ratio NA NA NA NA NA NA
Standard Deviation(%) NA NA NA NA NA NA
Draw Down(%) NA NA NA NA NA NA
Yield(%) 0.00 1.62 2.45 2.14 1.42 1.07
Data as of 02/09/2011, Common starting date is 08/08/2002
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
Ticker/Portfolio Name 3 Year 5 Year 10 Year 15 Year
RTXFX (American Funds Ltd-Term Tax-Ex Bd R5) -100.00%
Sep 2007 – Sep 2010
-100.00%
Sep 2005 – Sep 2010
0.00%
NA
0.00%
NA
Annualized Rolling Returns Comparison (Maximum)
Ticker/Portfolio Name 3 Year 5 Year 10 Year 15 Year
RTXFX (American Funds Ltd-Term Tax-Ex Bd R5) 4.03%
Sep 2006 – Sep 2009
3.56%
Sep 2004 – Sep 2009
0.00%
NA
0.00%
NA
Annualized Rolling Returns Comparison Chart

3-Year Annualized Rolling Return