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
CFAMX (SHORT-TERM BOND FUND OF AMERICA CLASS 529-F-1) 0.09% 2.92% 4.20% 1.85% 1.74% 1.37% NA
Data as of 06/04/2026, Common starting date is 11/20/2006
More Performance Analytics Comparison
Name Start Date End Date
CFAMX (SHORT-TERM BOND FUND OF AMERICA CLASS 529-F-1) 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 (%) -0.10 2.92 4.20 1.85 1.74 1.37 NA 0.09 5.16 4.60 4.10 -3.67 -0.70 2.78 3.17 1.27 1.09 1.01 0.43 0.54 -0.25 0.88 1.20 2.29 3.60 1.29 5.13 0.27
Sharpe Ratio NA 0.45 0.52 -0.29 0.07 NA NA -0.98 1.17 0.44 0.14 -2.25 -0.95 1.38 1.05 -0.09 0.41 0.65 0.30 0.56 -0.24 1.00 1.20 1.49 1.60 0.12 1.08 -0.76
Standard Deviation(%) NA 1.88 2.18 2.27 1.88 NA NA 2.07 1.94 2.23 3.09 2.28 0.76 1.82 1.62 1.27 1.05 1.23 1.33 0.93 1.17 0.83 0.97 1.48 2.19 2.60 1.84 1.47
Draw Down(%) NA 1.24 1.24 5.69 6.52 NA NA 1.24 0.73 0.93 1.82 4.98 0.83 1.67 0.60 0.72 0.58 0.91 0.61 0.62 1.35 0.30 0.50 1.16 0.95 2.15 0.60 0.30
Yield(%) 0.00 3.61 3.92 2.79 2.14 1.69 1.89 1.24 4.11 4.18 3.37 1.46 0.59 1.37 2.03 1.86 1.29 1.01 1.03 0.54 0.65 0.97 1.19 1.58 1.75 3.26 4.71 0.37
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
CFAMX (SHORT-TERM BOND FUND OF AMERICA CLASS 529-F-1) -1.37%
Jun 2020 – Jun 2023
0.32%
Oct 2017 – Oct 2022
0.45%
Oct 2012 – Oct 2022
0.91%
Feb 2008 – Feb 2023
Annualized Rolling Returns Comparison (Maximum)
Ticker/Portfolio Name 3 Year 5 Year 10 Year 15 Year
CFAMX (SHORT-TERM BOND FUND OF AMERICA CLASS 529-F-1) 4.87%
Feb 2023 – Feb 2026
2.69%
Dec 2006 – Dec 2011
1.88%
Feb 2016 – Feb 2026
1.57%
Dec 2006 – Dec 2021
Annualized Rolling Returns Comparison Chart

3-Year Annualized Rolling Return