Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Inception |
|---|---|---|---|---|---|---|---|---|
| ASTEX (AMERICAN FUNDS SHORT-TERM TAX-EXEMPT BOND FUND CLASS A) | 1.86% | 3.74% | 2.62% | 0.94% | 1.26% | 1.24% | NA | 1.36% |
Data as of 07/03/2025, AR inception is 08/10/2009
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| ASTEX (AMERICAN FUNDS SHORT-TERM TAX-EXEMPT BOND FUND CLASS A) | 08/10/2009 | 07/03/2025 |
| 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 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return (%) | 0.10 | 3.74 | 2.62 | 0.94 | 1.26 | 1.24 | NA | 1.36 | 1.86 | 2.23 | 3.29 | -2.97 | -0.48 | 2.64 | 3.14 | 0.96 | 1.54 | -0.13 | 0.44 | 0.95 | 0.41 | 1.63 | 2.63 | 1.58 | 0.60 |
| Sharpe Ratio | NA | 0.23 | -0.35 | -0.68 | -0.10 | NA | NA | 0.28 | 0.26 | -2.58 | -0.50 | -2.70 | -0.63 | 0.85 | 1.81 | -0.42 | 0.92 | -0.36 | 0.55 | 1.38 | 0.42 | 2.19 | 3.20 | 1.59 | 1.82 |
| Standard Deviation(%) | NA | 2.20 | 1.95 | 1.65 | 1.58 | NA | NA | 1.35 | 2.57 | 1.69 | 1.95 | 1.62 | 0.80 | 2.81 | 0.96 | 0.85 | 0.99 | 0.92 | 0.76 | 0.68 | 0.89 | 0.73 | 0.81 | 0.94 | 0.81 |
| Draw Down(%) | NA | 1.90 | 2.60 | 5.65 | 5.65 | NA | NA | 5.65 | 1.90 | 1.00 | 2.18 | 4.87 | 0.82 | 4.46 | 0.66 | 0.55 | 0.97 | 1.79 | 0.81 | 0.49 | 1.36 | 0.48 | 0.58 | 1.05 | 0.50 |
| Yield(%) | 0.00 | 2.48 | 2.18 | 1.50 | 1.39 | 1.32 | 1.02 | 1.36 | 1.14 | 2.55 | 2.12 | 1.03 | 0.49 | 1.06 | 1.53 | 1.44 | 1.24 | 0.97 | 1.03 | 1.05 | 1.09 | 1.34 | 1.24 | 0.98 | 0.00 |
Data as of 07/03/2025, AR inception is 08/10/2009
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| ASTEX (AMERICAN FUNDS SHORT-TERM TAX-EXEMPT BOND FUND CLASS A) |
-1.26%
Sep 2020 - Sep 2023 |
0.19%
Oct 2017 - Oct 2022 |
0.46%
Sep 2012 - Sep 2022 |
1.20%
Dec 2009 - Dec 2024 |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| ASTEX (AMERICAN FUNDS SHORT-TERM TAX-EXEMPT BOND FUND CLASS A) |
2.66%
Jun 2022 - Jun 2025 |
1.65%
Jul 2015 - Jul 2020 |
1.46%
Jan 2011 - Jan 2021 |
1.25%
Jun 2010 - Jun 2025 |
Annualized Rolling Returns Comparison Chart