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
FTSBX (American Funds Short-Term Bond Fund of America Class 529-F-2) -0.07% 2.89% 4.24% 1.92% NA NA NA
Data as of 06/05/2026, Common starting date is 11/02/2020
More Performance Analytics Comparison
Name Start Date End Date
FTSBX (American Funds Short-Term Bond Fund of America Class 529-F-2) 11/02/2020 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
Annualized Return (%) -0.31 2.89 4.24 1.92 NA NA NA -0.07 5.24 4.73 4.26 -3.66 -0.53 0.30
Sharpe Ratio NA 0.48 0.57 -0.24 NA NA NA -0.97 1.17 0.49 0.19 -2.28 -0.72 2.87
Standard Deviation(%) NA 1.93 2.21 2.29 NA NA NA 1.98 2.02 2.23 3.16 2.24 0.77 0.62
Draw Down(%) NA 1.24 1.24 5.48 NA NA NA 1.24 0.73 0.93 1.73 4.90 0.84 0.20
Yield(%) 0.00 3.70 4.02 2.89 1.57 1.05 0.78 1.28 4.19 4.28 3.51 1.57 0.66 1.08
Data as of 06/05/2026, Common starting date is 11/02/2020
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
Ticker/Portfolio Name 3 Year 5 Year 10 Year 15 Year
FTSBX (American Funds Short-Term Bond Fund of America Class 529-F-2) -0.03%
Dec 2020 – Dec 2023
1.95%
Dec 2020 – Dec 2025
0.00%
NA
0.00%
NA
Annualized Rolling Returns Comparison (Maximum)
Ticker/Portfolio Name 3 Year 5 Year 10 Year 15 Year
FTSBX (American Funds Short-Term Bond Fund of America Class 529-F-2) 4.99%
Feb 2023 – Feb 2026
2.12%
Feb 2021 – Feb 2026
0.00%
NA
0.00%
NA
Annualized Rolling Returns Comparison Chart

3-Year Annualized Rolling Return