Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| CSTMX (CAPITAL GROUP SHORT-TERM MUNICIPAL FUND SHARE CLASS) | NA | -4.03% | -0.16% | 0.74% | 0.70% | NA | NA | … | … |
Data as of 11/11/2022, Common starting date is 04/16/2010
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| CSTMX (CAPITAL GROUP SHORT-TERM MUNICIPAL FUND SHARE CLASS) | 04/16/2010 | 11/11/2022 |
| Last 1 Week | 1 Yr | 3 Yr | 5 Yr | 10 Yr | 15 Yr | 20 Yr | Common | Inception | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | 2013 | 2012 | 2011 | 2010 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return (%) | 0.00 | -4.03 | -0.16 | 0.74 | 0.70 | NA | NA | … | … | -3.95 | -0.78 | 3.14 | 3.32 | 1.55 | 2.02 | -0.11 | 0.61 | 1.04 | 0.11 | 0.00 | 2.19 | 0.30 |
| Sharpe Ratio | NA | -3.75 | -0.34 | -0.06 | 0.16 | NA | NA | … | … | -4.04 | -0.97 | 0.99 | 2.18 | 0.29 | 1.48 | -0.31 | 0.74 | 1.44 | 0.09 | -0.07 | 2.42 | 0.28 |
| Standard Deviation(%) | NA | 1.36 | 1.90 | 1.58 | 1.28 | NA | NA | … | … | 1.41 | 0.82 | 2.92 | 0.88 | 0.76 | 0.94 | 1.02 | 0.79 | 0.71 | 0.89 | 0.79 | 0.89 | 1.15 |
| Draw Down(%) | NA | 4.17 | 4.57 | 4.57 | 4.57 | NA | NA | … | … | 3.95 | 1.15 | 4.38 | 0.64 | 0.40 | 0.83 | 2.16 | 0.87 | 0.39 | 1.36 | 0.77 | 0.88 | 1.76 |
| Yield(%) | 0.00 | 0.89 | 1.13 | 1.39 | 1.23 | 0.85 | 0.64 | … | … | 0.75 | 0.80 | 1.50 | 1.90 | 1.73 | 1.51 | 1.09 | 1.20 | 1.23 | 0.89 | 0.00 | 0.00 | 0.00 |
Data as of 11/11/2022, Common starting date is 04/16/2010
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| CSTMX (CAPITAL GROUP SHORT-TERM MUNICIPAL FUND SHARE CLASS) |
-0.19%
Oct 2019 – Oct 2022 |
0.33%
Dec 2011 – Dec 2016 |
0.69%
Sep 2012 – Sep 2022 |
0.00%
NA |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| CSTMX (CAPITAL GROUP SHORT-TERM MUNICIPAL FUND SHARE CLASS) |
2.87%
Apr 2018 – Apr 2021 |
2.11%
Nov 2016 – Nov 2021 |
1.46%
Jan 2011 – Jan 2021 |
0.00%
NA |
Annualized Rolling Returns Comparison Chart