Fund & Portfolio Comparison

Performance Comparison
Comparison Box

Portfolio Performance Comparison
Name YTD Return 1Yr AR 3Yr AR 5Yr AR 10Yr AR 15Yr AR 20Yr AR Common Inception
CEAMX (SHORT-TERM BOND FUND OF AMERICA CLASS 529-E) -0.03% 2.55% 3.85% 1.47% 1.33% 0.94% NA
Data as of 06/04/2026, Common starting date is 11/20/2006
More Performance Analytics Comparison
Name Start Date End Date
CEAMX (SHORT-TERM BOND FUND OF AMERICA CLASS 529-E) 11/20/2006 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 2008 2007 2006
Annualized Return (%) 0.00 2.55 3.85 1.47 1.33 0.94 NA -0.03 4.86 4.10 3.72 -4.03 -1.05 2.34 2.71 0.83 0.52 0.53 0.08 0.04 -0.72 0.39 0.69 1.79 3.10 0.79 4.55 0.22
Sharpe Ratio NA 0.28 0.36 -0.46 -0.15 NA NA -1.24 0.97 0.22 0.02 -2.53 -1.36 1.21 0.78 -0.41 -0.13 0.27 0.04 0.02 -0.66 0.43 0.71 1.20 1.40 -0.07 0.81 -1.18
Standard Deviation(%) NA 1.90 2.18 2.26 1.86 NA NA 1.88 2.05 2.14 3.16 2.17 0.79 1.72 1.58 1.35 1.02 1.17 1.32 0.96 1.14 0.78 0.92 1.42 2.14 2.55 1.74 1.36
Draw Down(%) NA 1.25 1.25 6.15 7.08 NA NA 1.25 0.83 0.94 1.91 5.25 1.10 1.68 0.50 0.98 0.70 1.08 0.72 0.78 1.51 0.30 0.50 1.20 0.99 2.22 0.60 0.30
Yield(%) 0.00 3.25 3.56 2.45 1.75 1.28 1.46 1.11 3.72 3.80 3.01 1.10 0.24 0.94 1.58 1.43 0.83 0.53 0.58 0.14 0.18 0.49 0.68 1.09 1.25 2.77 4.16 0.32
Data as of 06/04/2026, 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
CEAMX (SHORT-TERM BOND FUND OF AMERICA CLASS 529-E) -1.74%
Jun 2020 – Jun 2023
-0.09%
Oct 2017 – Oct 2022
0.01%
Sep 2012 – Sep 2022
0.45%
Feb 2008 – Feb 2023
Annualized Rolling Returns Comparison (Maximum)
Ticker/Portfolio Name 3 Year 5 Year 10 Year 15 Year
CEAMX (SHORT-TERM BOND FUND OF AMERICA CLASS 529-E) 4.48%
Feb 2023 – Feb 2026
2.18%
Jan 2007 – Jan 2012
1.46%
Feb 2016 – Feb 2026
1.10%
Dec 2006 – Dec 2021
Annualized Rolling Returns Comparison Chart

3-Year Annualized Rolling Return