Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| TFNYX (AMERICAN FUNDS TAX-EXEMPT FUND OF NEW YORK CLASS F-3) | 1.99% | 7.93% | 3.87% | 0.69% | NA | NA | NA | … | … |
Data as of 06/10/2026, Common starting date is 01/30/2017
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| TFNYX (AMERICAN FUNDS TAX-EXEMPT FUND OF NEW YORK CLASS F-3) | 01/30/2017 | 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 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return (%) | -0.20 | 7.93 | 3.87 | 0.69 | NA | NA | NA | … | … | 1.99 | 2.88 | 2.43 | 7.19 | -10.31 | 2.95 | 4.42 | 7.26 | 0.59 | 3.42 |
| Sharpe Ratio | NA | 1.66 | 0.13 | -0.38 | NA | NA | NA | … | … | 0.73 | 0.00 | -0.31 | 0.77 | -2.43 | 1.61 | 0.53 | 2.92 | -0.45 | 1.49 |
| Standard Deviation(%) | NA | 3.11 | 4.67 | 4.43 | NA | NA | NA | … | … | 3.32 | 5.72 | 3.83 | 4.61 | 4.84 | 1.82 | 7.81 | 1.98 | 1.78 | 2.04 |
| Draw Down(%) | NA | 2.76 | 6.82 | 15.60 | NA | NA | NA | … | … | 2.76 | 6.13 | 2.82 | 6.75 | 15.24 | 2.46 | 11.52 | 1.70 | 1.91 | 1.47 |
| Yield(%) | 0.00 | 3.66 | 3.40 | 2.87 | 2.62 | 1.74 | 1.31 | … | … | 1.47 | 3.46 | 3.27 | 3.15 | 2.38 | 3.10 | 2.65 | 2.84 | 2.78 | 1.14 |
Data as of 06/10/2026, Common starting date is 01/30/2017
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| TFNYX (AMERICAN FUNDS TAX-EXEMPT FUND OF NEW YORK CLASS F-3) |
-2.69%
Oct 2019 – Oct 2022 |
-0.08%
Oct 2017 – Oct 2022 |
0.00%
NA |
0.00%
NA |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| TFNYX (AMERICAN FUNDS TAX-EXEMPT FUND OF NEW YORK CLASS F-3) |
5.82%
Oct 2022 – Oct 2025 |
2.90%
Feb 2017 – Feb 2022 |
0.00%
NA |
0.00%
NA |
Annualized Rolling Returns Comparison Chart