Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| CBAMX (SHORT-TERM BOND FUND OF AMERICA CLASS 529-B) | NA | -0.24% | -0.16% | -0.34% | 0.60% | NA | NA | … | … |
Data as of 04/10/2017, Common starting date is 11/20/2006
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| CBAMX (SHORT-TERM BOND FUND OF AMERICA CLASS 529-B) | 11/20/2006 | 04/10/2017 |
| Last 1 Week | 1 Yr | 3 Yr | 5 Yr | 10 Yr | 15 Yr | 20 Yr | Common | Inception | 2017 | 2016 | 2015 | 2014 | 2013 | 2012 | 2011 | 2010 | 2009 | 2008 | 2007 | 2006 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return (%) | -0.20 | -0.24 | -0.16 | -0.34 | 0.60 | NA | NA | … | … | 0.36 | 0.11 | -0.46 | -0.39 | -1.18 | 0.00 | 0.29 | 1.22 | 2.61 | 0.26 | 4.04 | 0.18 |
| Sharpe Ratio | NA | -0.44 | -0.25 | -0.41 | 0.16 | NA | NA | … | … | 0.68 | -0.08 | -0.40 | -0.44 | -1.16 | -0.07 | 0.29 | 0.83 | 1.19 | -0.27 | 0.62 | -1.35 |
| Standard Deviation(%) | NA | 1.15 | 1.13 | 1.06 | 1.47 | NA | NA | … | … | 1.34 | 1.15 | 1.20 | 0.93 | 1.05 | 0.76 | 0.90 | 1.37 | 2.11 | 2.51 | 1.66 | 1.27 |
| Draw Down(%) | NA | 1.24 | 1.24 | 2.46 | 2.77 | NA | NA | … | … | 0.50 | 1.24 | 0.96 | 0.78 | 1.68 | 0.30 | 0.50 | 1.24 | 1.04 | 2.66 | 0.60 | 0.30 |
| Yield(%) | 0.00 | 0.36 | 0.27 | 0.17 | 0.76 | 0.58 | 0.44 | … | … | 0.15 | 0.21 | 0.35 | 0.11 | 0.01 | 0.10 | 0.29 | 0.52 | 0.77 | 2.25 | 3.67 | 0.28 |
Data as of 04/10/2017, Common starting date is 11/20/2006
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| CBAMX (SHORT-TERM BOND FUND OF AMERICA CLASS 529-B) |
-0.68%
Dec 2012 – Dec 2015 |
-0.41%
Oct 2010 – Oct 2015 |
0.60%
Feb 2007 – Feb 2017 |
0.00%
NA |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| CBAMX (SHORT-TERM BOND FUND OF AMERICA CLASS 529-B) |
2.45%
Jan 2007 – Jan 2010 |
1.68%
Jan 2007 – Jan 2012 |
0.64%
Dec 2006 – Dec 2016 |
0.00%
NA |
Annualized Rolling Returns Comparison Chart