Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Inception |
|---|---|---|---|---|---|---|---|---|
| AFTEX (TAX EXEMPT BOND FUND OF AMERICA CLASS A) | -0.87% | 0.47% | 2.26% | 0.46% | 2.08% | 2.98% | 3.12% | 5.66% |
Data as of 07/10/2025, AR inception is 10/29/1979
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| AFTEX (TAX EXEMPT BOND FUND OF AMERICA CLASS A) | 10/29/1979 | 07/10/2025 |
| Last 1 Week | 1 Yr | 3 Yr | 5 Yr | 10 Yr | 15 Yr | 20 Yr | Inception | YTD | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | 2013 | 2012 | 2011 | 2010 | 2009 | 2008 | 2007 | 2006 | 2005 | 2004 | 2003 | 2002 | 2001 | 2000 | 1999 | 1998 | 1997 | 1996 | 1995 | 1994 | 1993 | 1992 | 1991 | 1990 | 1989 | 1988 | 1987 | 1986 | 1985 | 1984 | 1983 | 1982 | 1981 | 1980 | 1979 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return (%) | -0.08 | 0.47 | 2.26 | 0.46 | 2.08 | 2.98 | 3.12 | 5.66 | -0.87 | 1.97 | 6.49 | -9.16 | 1.51 | 4.56 | 7.19 | 0.78 | 5.55 | 0.35 | 3.11 | 9.68 | -2.73 | 8.93 | 10.24 | 1.75 | 15.27 | -7.08 | 1.74 | 4.77 | 3.35 | 4.38 | 4.46 | 8.04 | 5.58 | 9.71 | -2.31 | 6.05 | 8.98 | 4.58 | 16.49 | -4.79 | 10.90 | 8.30 | 11.17 | 6.18 | 9.48 | 9.30 | -0.45 | 17.48 | 19.80 | 8.74 | 8.63 | 38.43 | -4.30 | -6.46 | 1.31 |
| Sharpe Ratio | NA | -0.47 | -0.19 | -0.41 | 0.18 | NA | NA | 0.68 | -0.76 | -1.44 | 0.58 | -2.46 | 0.99 | 0.57 | 3.23 | -0.31 | 2.35 | 0.06 | 1.64 | 5.46 | -0.86 | 4.06 | 3.84 | 0.57 | 4.52 | -1.35 | -0.49 | 0.72 | 0.52 | 1.07 | 1.13 | 2.36 | 1.25 | 2.38 | -2.42 | 1.09 | 1.95 | 0.24 | 3.19 | -1.44 | 2.90 | 2.11 | 2.90 | 0.28 | 1.12 | 1.16 | -0.60 | 2.66 | 3.36 | 0.49 | 0.57 | 4.72 | -2.27 | -2.60 | -0.11 |
| Standard Deviation(%) | NA | 4.96 | 4.19 | 3.64 | 3.74 | NA | NA | 3.87 | 6.07 | 3.22 | 3.91 | 4.30 | 1.49 | 7.50 | 1.79 | 1.72 | 2.10 | 2.45 | 1.87 | 1.77 | 3.19 | 2.20 | 2.66 | 2.90 | 3.36 | 5.91 | 2.55 | 2.11 | 2.26 | 3.22 | 3.35 | 2.94 | 2.64 | 2.36 | 2.29 | 2.50 | 2.79 | 4.38 | 3.96 | 5.38 | 3.03 | 2.78 | 2.55 | 3.27 | 3.37 | 3.98 | 7.47 | 4.98 | 4.35 | 4.10 | 4.46 | 6.52 | 6.30 | 5.59 | 2.25 |
| Draw Down(%) | NA | 5.04 | 7.47 | 14.35 | 14.35 | NA | NA | 15.07 | 4.80 | 2.36 | 5.65 | 13.72 | 1.96 | 10.85 | 1.56 | 1.84 | 1.30 | 5.27 | 1.89 | 0.94 | 7.16 | 1.87 | 2.54 | 5.55 | 2.68 | 11.94 | 2.61 | 1.29 | 2.04 | 4.82 | 5.12 | 3.33 | 3.32 | 2.31 | 3.98 | 1.60 | 1.70 | 4.17 | 2.15 | 9.61 | 2.70 | 2.66 | 1.52 | 3.42 | 2.76 | 3.27 | 12.95 | 5.38 | 2.94 | 5.50 | 5.88 | 6.24 | 9.71 | 14.33 | 0.50 |
| Yield(%) | 0.00 | 2.74 | 2.70 | 2.30 | 2.66 | 3.12 | 3.24 | 5.80 | 1.23 | 2.89 | 2.78 | 2.06 | 1.94 | 2.32 | 2.74 | 2.81 | 3.12 | 3.08 | 3.20 | 3.58 | 3.31 | 3.71 | 4.09 | 3.63 | 4.46 | 4.15 | 4.02 | 4.02 | 4.01 | 4.12 | 3.57 | 4.47 | 5.17 | 5.34 | 5.11 | 6.39 | 5.59 | 5.54 | 6.06 | 5.48 | 5.77 | 6.05 | 6.28 | 6.59 | 6.79 | 6.94 | 6.60 | 7.66 | 8.47 | 7.87 | 8.24 | 10.64 | 8.97 | 6.79 | 1.30 |
Data as of 07/10/2025, AR inception is 10/29/1979
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| AFTEX (TAX EXEMPT BOND FUND OF AMERICA CLASS A) |
-2.61%
Oct 2020 - Oct 2023 |
0.07%
Oct 2017 - Oct 2022 |
1.54%
Oct 2012 - Oct 2022 |
2.83%
Oct 2007 - Oct 2022 |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| AFTEX (TAX EXEMPT BOND FUND OF AMERICA CLASS A) |
18.79%
Jan 1982 - Jan 1985 |
18.34%
Jan 1982 - Jan 1987 |
12.46%
Dec 1981 - Dec 1991 |
10.56%
Dec 1981 - Dec 1996 |
Annualized Rolling Returns Comparison Chart