Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| CFAEX (BOND FUND OF AMERICA CLASS 529-E) | -0.42% | 3.68% | 3.41% | -0.43% | 1.16% | 1.76% | 2.20% | … | … |
Data as of 06/04/2026, Common starting date is 03/15/2002
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| CFAEX (BOND FUND OF AMERICA CLASS 529-E) | 03/15/2002 | 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 | 2005 | 2004 | 2003 | 2002 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return (%) | -0.09 | 3.68 | 3.41 | -0.43 | 1.16 | 1.76 | 2.20 | … | … | -0.42 | 6.90 | 0.93 | 4.49 | -12.97 | -1.73 | 7.08 | 7.75 | -0.40 | 2.92 | 2.44 | -0.07 | 5.22 | -2.29 | 5.56 | 6.13 | 6.61 | 14.52 | -12.53 | 3.01 | 5.53 | 1.05 | 4.67 | 9.21 | 0.24 |
| Sharpe Ratio | NA | 0.52 | 0.10 | -0.49 | -0.08 | NA | NA | … | … | -0.75 | 0.89 | -0.48 | 0.11 | -1.99 | -0.56 | 1.21 | 1.83 | -0.60 | 0.80 | 0.75 | -0.03 | 1.96 | -0.69 | 2.48 | 1.74 | 1.79 | 3.31 | -2.52 | -0.05 | 0.83 | -0.47 | 1.00 | 2.07 | -0.22 |
| Standard Deviation(%) | NA | 3.91 | 5.53 | 5.93 | 4.96 | NA | NA | … | … | 4.17 | 4.52 | 5.59 | 7.65 | 7.24 | 3.15 | 5.63 | 3.43 | 2.96 | 2.84 | 2.97 | 3.86 | 2.66 | 3.37 | 2.23 | 3.51 | 3.65 | 4.36 | 5.33 | 2.96 | 2.55 | 2.55 | 3.69 | 4.10 | 3.70 |
| Draw Down(%) | NA | 3.18 | 6.45 | 17.99 | 20.67 | NA | NA | … | … | 3.18 | 2.89 | 4.34 | 8.12 | 16.77 | 3.32 | 6.67 | 2.08 | 3.06 | 1.60 | 4.02 | 3.08 | 1.33 | 5.14 | 1.02 | 1.44 | 3.69 | 4.06 | 17.30 | 2.03 | 1.22 | 2.21 | 4.33 | 4.72 | 6.56 |
| Yield(%) | 0.00 | 3.56 | 3.75 | 2.69 | 2.40 | 2.37 | 2.74 | … | … | 1.24 | 3.99 | 3.96 | 3.38 | 2.13 | 1.17 | 1.72 | 3.56 | 2.06 | 1.57 | 1.42 | 1.66 | 1.88 | 1.98 | 2.33 | 3.09 | 3.26 | 4.51 | 5.39 | 4.90 | 4.61 | 4.18 | 3.56 | 2.77 | 0.00 |
Data as of 06/04/2026, Common starting date is 03/15/2002
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| CFAEX (BOND FUND OF AMERICA CLASS 529-E) |
-6.61%
Oct 2020 – Oct 2023 |
-1.86%
Jul 2020 – Jul 2025 |
0.34%
Oct 2012 – Oct 2022 |
1.40%
Oct 2007 – Oct 2022 |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| CFAEX (BOND FUND OF AMERICA CLASS 529-E) |
10.16%
Feb 2009 – Feb 2012 |
6.77%
Nov 2008 – Nov 2013 |
4.56%
Oct 2002 – Oct 2012 |
3.59%
Oct 2002 – Oct 2017 |
Annualized Rolling Returns Comparison Chart