Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| AFTEX (TAX EXEMPT BOND FUND OF AMERICA CLASS A) | 1.32% | 6.77% | 3.91% | 0.83% | 2.09% | 3.22% | 3.31% | … | … |
Data as of 06/03/2026, Common starting date 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 | 06/03/2026 |
| 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 | 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 (%) | 0.56 | 6.77 | 3.91 | 0.83 | 2.09 | 3.22 | 3.31 | … | … | 1.32 | 3.86 | 2.29 | 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 | 1.47 | 0.26 | -0.46 | 0.12 | NA | NA | … | … | 0.12 | 0.21 | -0.41 | 0.73 | -2.47 | 0.99 | 0.57 | 3.19 | -0.35 | 2.34 | 0.06 | 1.64 | 5.46 | -0.87 | 4.06 | 3.84 | 0.57 | 4.52 | -1.36 | -0.55 | 0.65 | 0.48 | 1.05 | 1.12 | 2.35 | 1.20 | 2.33 | -2.48 | 1.03 | 1.89 | 0.21 | 3.16 | -1.46 | 2.87 | 2.07 | 2.84 | 0.21 | 1.05 | 1.11 | -0.62 | 2.62 | 3.29 | 0.41 | 0.52 | 4.67 | -2.35 | -2.67 | -0.39 |
| Standard Deviation(%) | NA | 2.63 | 3.89 | 3.75 | 3.79 | NA | NA | … | … | 3.01 | 4.61 | 3.24 | 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 | 2.76 | 5.21 | 14.35 | 14.35 | NA | NA | … | … | 2.76 | 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 | 2.88 | 2.92 | 2.38 | 2.56 | 3.10 | 3.25 | … | … | 0.99 | 3.03 | 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 06/03/2026, Common starting date 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 |
2.82%
Aug 2010 – Aug 2025 |
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