Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Inception |
|---|---|---|---|---|---|---|---|---|
| LTEBX (LIMITED TERM TAX EXEMPT BOND FUND OF AMERICA CLASS A) | 1.60% | 2.84% | 2.39% | 0.52% | 1.48% | 1.92% | 2.42% | 3.34% |
Data as of 07/25/2025, AR inception is 10/28/1993
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| LTEBX (LIMITED TERM TAX EXEMPT BOND FUND OF AMERICA CLASS A) | 10/28/1993 | 07/25/2025 |
| Last 1 Week | 1 Yr | 3 Yr | 5 Yr | 10 Yr | 15 Yr | 20 Yr | Inception | YTD | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | 2013 | 2012 | 2011 | 2010 | 2009 | 2008 | 2007 | 2006 | 2005 | 2004 | 2003 | 2002 | 2001 | 2000 | 1999 | 1998 | 1997 | 1996 | 1995 | 1994 | 1993 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return (%) | 0.07 | 2.84 | 2.39 | 0.52 | 1.48 | 1.92 | 2.42 | 3.34 | 1.60 | 1.74 | 4.01 | -4.83 | -0.44 | 3.41 | 4.66 | 1.07 | 2.77 | -0.25 | 1.41 | 3.36 | -0.16 | 3.80 | 7.48 | 3.37 | 9.45 | -1.30 | 3.25 | 3.61 | 1.57 | 2.77 | 4.29 | 7.49 | 5.24 | 7.45 | -0.60 | 5.51 | 7.29 | 4.46 | 12.37 | -2.88 | 2.05 |
| Sharpe Ratio | NA | -0.10 | -0.39 | -0.71 | 0.02 | NA | NA | 0.65 | -0.05 | -2.22 | -0.10 | -2.81 | -0.46 | 0.67 | 2.67 | -0.24 | 1.63 | -0.31 | 1.16 | 2.77 | -0.10 | 2.42 | 4.13 | 1.48 | 3.39 | -0.62 | 0.14 | 0.21 | -0.36 | 0.64 | 1.26 | 2.49 | 1.42 | 1.88 | -2.15 | 1.10 | 1.84 | 0.35 | 3.15 | -1.54 | 4.30 |
| Standard Deviation(%) | NA | 3.15 | 2.56 | 2.20 | 2.30 | NA | NA | 2.32 | 3.57 | 2.19 | 2.38 | 2.22 | 0.99 | 4.72 | 1.22 | 0.98 | 1.32 | 1.45 | 1.19 | 1.21 | 1.95 | 1.56 | 1.80 | 2.21 | 2.76 | 3.55 | 1.81 | 1.65 | 1.69 | 2.86 | 2.86 | 2.57 | 2.09 | 1.79 | 1.77 | 1.99 | 2.04 | 2.70 | 2.70 | 3.80 | 2.38 |
| Draw Down(%) | NA | 2.91 | 3.89 | 8.45 | 8.45 | NA | NA | 8.45 | 2.91 | 1.60 | 3.48 | 7.48 | 1.11 | 7.41 | 1.16 | 1.04 | 1.19 | 2.95 | 1.46 | 1.05 | 3.70 | 1.41 | 1.64 | 3.10 | 2.65 | 6.75 | 1.35 | 0.99 | 1.72 | 4.76 | 4.30 | 3.02 | 2.77 | 1.59 | 2.22 | 1.34 | 1.11 | 2.07 | 1.11 | 6.40 | 0.76 |
| Yield(%) | 0.00 | 2.29 | 2.02 | 1.50 | 1.78 | 2.08 | 2.42 | 3.24 | 1.06 | 2.34 | 1.95 | 1.10 | 0.80 | 1.37 | 2.24 | 2.01 | 2.05 | 2.04 | 2.33 | 2.46 | 2.42 | 2.65 | 2.90 | 2.79 | 3.34 | 3.46 | 3.51 | 3.35 | 3.28 | 3.23 | 3.32 | 3.47 | 4.10 | 4.40 | 4.09 | 4.31 | 4.64 | 4.74 | 5.08 | 4.47 | 0.80 |
Data as of 07/25/2025, AR inception is 10/28/1993
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| LTEBX (LIMITED TERM TAX EXEMPT BOND FUND OF AMERICA CLASS A) |
-1.91%
Oct 2020 - Oct 2023 |
0.14%
Oct 2017 - Oct 2022 |
0.82%
Oct 2012 - Oct 2022 |
1.97%
May 2010 - May 2025 |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| LTEBX (LIMITED TERM TAX EXEMPT BOND FUND OF AMERICA CLASS A) |
7.99%
Dec 1994 - Dec 1997 |
6.08%
Mar 1994 - Mar 1999 |
5.59%
Nov 1994 - Nov 2004 |
4.89%
Nov 1994 - Nov 2009 |
Annualized Rolling Returns Comparison Chart