Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| COBAX (AMERICAN FUNDS CORPORATE BOND FUND CLASS 529-A) | -0.53% | 3.39% | 3.93% | -0.34% | NA | NA | NA | … | … |
Data as of 06/05/2026, Common starting date is 08/03/2016
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| COBAX (AMERICAN FUNDS CORPORATE BOND FUND CLASS 529-A) | 08/03/2016 | 06/05/2026 |
| 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 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return (%) | -0.64 | 3.39 | 3.93 | -0.34 | NA | NA | NA | … | … | -0.53 | 6.27 | 1.69 | 7.44 | -16.01 | -2.14 | 13.07 | 13.38 | -2.46 | 5.46 | -2.39 |
| Sharpe Ratio | NA | 0.49 | 0.22 | -0.40 | NA | NA | NA | … | … | -0.48 | 0.68 | -0.33 | 0.48 | -1.96 | -0.44 | 1.61 | 2.90 | -1.17 | 1.40 | -1.47 |
| Standard Deviation(%) | NA | 4.35 | 5.91 | 6.71 | NA | NA | NA | … | … | 4.70 | 4.99 | 5.87 | 7.90 | 8.92 | 4.89 | 7.95 | 4.10 | 3.30 | 3.45 | 4.06 |
| Draw Down(%) | NA | 3.11 | 6.92 | 22.07 | NA | NA | NA | … | … | 3.11 | 3.10 | 4.23 | 8.00 | 20.83 | 5.87 | 12.73 | 2.55 | 4.14 | 1.82 | 4.60 |
| Yield(%) | 0.00 | 3.49 | 3.80 | 2.74 | 3.02 | 2.01 | 1.51 | … | … | 1.36 | 3.91 | 3.96 | 3.44 | 2.12 | 1.45 | 4.79 | 3.93 | 2.55 | 2.45 | 1.43 |
Data as of 06/05/2026, Common starting date is 08/03/2016
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| COBAX (AMERICAN FUNDS CORPORATE BOND FUND CLASS 529-A) |
-6.26%
Oct 2020 – Oct 2023 |
-1.39%
Jul 2020 – Jul 2025 |
0.00%
NA |
0.00%
NA |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| COBAX (AMERICAN FUNDS CORPORATE BOND FUND CLASS 529-A) |
8.36%
Nov 2018 – Nov 2021 |
5.41%
Nov 2016 – Nov 2021 |
0.00%
NA |
0.00%
NA |
Annualized Rolling Returns Comparison Chart