Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| ASTFX (AMERICAN FUNDS SHORT-TERM TAX-EXEMPT BOND FUND CLASS F-2) | 0.83% | 3.82% | 3.61% | 1.58% | 1.57% | 1.43% | NA | … | … |
Data as of 06/04/2026, Common starting date is 08/11/2009
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| ASTFX (AMERICAN FUNDS SHORT-TERM TAX-EXEMPT BOND FUND CLASS F-2) | 08/11/2009 | 06/04/2026 |
| 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 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return (%) | 0.10 | 3.82 | 3.61 | 1.58 | 1.57 | 1.43 | NA | … | … | 0.83 | 4.52 | 2.61 | 3.43 | -2.85 | -0.37 | 2.76 | 3.26 | 1.00 | 1.56 | -0.10 | 0.47 | 1.00 | 0.50 | 1.69 | 2.68 | 1.65 | 0.60 |
| Sharpe Ratio | NA | 0.99 | 0.29 | -0.56 | -0.04 | NA | NA | … | … | -0.46 | 0.79 | -0.59 | -0.12 | -2.63 | -0.49 | 0.89 | 1.83 | -0.45 | 0.95 | -0.34 | 0.58 | 1.44 | 0.51 | 2.24 | 3.24 | 1.65 | 1.83 |
| Standard Deviation(%) | NA | 1.43 | 1.85 | 1.74 | 1.63 | NA | NA | … | … | 1.55 | 2.07 | 1.72 | 1.97 | 1.63 | 0.80 | 2.81 | 0.98 | 0.86 | 0.96 | 0.93 | 0.76 | 0.68 | 0.91 | 0.74 | 0.82 | 0.95 | 0.81 |
| Draw Down(%) | NA | 1.28 | 1.90 | 5.42 | 5.49 | NA | NA | … | … | 1.28 | 1.90 | 1.00 | 2.12 | 4.80 | 0.73 | 4.46 | 0.65 | 0.54 | 0.97 | 1.78 | 0.81 | 0.49 | 1.35 | 0.48 | 0.57 | 1.04 | 0.50 |
| Yield(%) | 0.00 | 2.68 | 2.67 | 1.98 | 1.64 | 1.49 | 1.22 | … | … | 0.92 | 2.94 | 2.67 | 2.25 | 1.14 | 0.60 | 1.18 | 1.65 | 1.49 | 1.26 | 1.00 | 1.06 | 1.09 | 1.18 | 1.39 | 1.28 | 1.05 | 0.00 |
Data as of 06/04/2026, Common starting date is 08/11/2009
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| ASTFX (AMERICAN FUNDS SHORT-TERM TAX-EXEMPT BOND FUND CLASS F-2) |
-1.14%
Sep 2020 – Sep 2023 |
0.29%
Oct 2017 – Oct 2022 |
0.53%
Sep 2012 – Sep 2022 |
1.27%
Dec 2009 – Dec 2024 |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| ASTFX (AMERICAN FUNDS SHORT-TERM TAX-EXEMPT BOND FUND CLASS F-2) |
4.00%
Feb 2023 – Feb 2026 |
1.73%
Nov 2016 – Nov 2021 |
1.63%
Feb 2016 – Feb 2026 |
1.54%
Feb 2011 – Feb 2026 |
Annualized Rolling Returns Comparison Chart