Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Inception |
|---|---|---|---|---|---|---|---|---|
| LTEFX (LIMITED TERM TAX EXEMPT BOND FUND OF AMERICA CLASS F-2) | 1.65% | 3.29% | 2.70% | 0.85% | 1.69% | 2.16% | NA | 2.64% |
Data as of 07/10/2025, AR inception is 08/14/2008
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| LTEFX (LIMITED TERM TAX EXEMPT BOND FUND OF AMERICA CLASS F-2) | 08/14/2008 | 07/10/2025 |
| 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 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return (%) | 0.13 | 3.29 | 2.70 | 0.85 | 1.69 | 2.16 | NA | 2.64 | 1.65 | 1.96 | 4.25 | -4.61 | -0.21 | 3.65 | 4.89 | 1.08 | 2.96 | -0.05 | 1.54 | 3.57 | 0.02 | 4.00 | 7.72 | 3.60 | 9.70 | -2.82 |
| Sharpe Ratio | NA | 0.06 | -0.20 | -0.53 | 0.12 | NA | NA | 0.72 | 0.00 | -2.10 | 0.00 | -2.69 | -0.23 | 0.72 | 2.79 | -0.24 | 1.78 | -0.17 | 1.25 | 2.87 | 0.00 | 2.51 | 4.20 | 1.57 | 3.46 | -1.74 |
| Standard Deviation(%) | NA | 3.17 | 2.58 | 2.22 | 2.31 | NA | NA | 2.26 | 3.78 | 2.21 | 2.40 | 2.24 | 1.00 | 4.72 | 1.25 | 1.00 | 1.31 | 1.48 | 1.21 | 1.24 | 1.97 | 1.59 | 1.83 | 2.24 | 2.78 | 4.40 |
| Draw Down(%) | NA | 2.91 | 3.85 | 8.20 | 8.20 | NA | NA | 8.20 | 2.91 | 1.58 | 3.36 | 7.31 | 1.11 | 7.41 | 1.14 | 0.99 | 1.16 | 2.91 | 1.41 | 1.05 | 3.69 | 1.41 | 1.62 | 3.05 | 2.63 | 6.73 |
| Yield(%) | 0.00 | 2.28 | 2.18 | 1.69 | 1.95 | 2.27 | 2.07 | 2.59 | 0.92 | 2.58 | 2.18 | 1.33 | 1.03 | 1.60 | 2.47 | 2.01 | 2.23 | 2.24 | 2.45 | 2.66 | 2.59 | 2.85 | 3.14 | 3.02 | 3.58 | 1.20 |
Data as of 07/10/2025, AR inception is 08/14/2008
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| LTEFX (LIMITED TERM TAX EXEMPT BOND FUND OF AMERICA CLASS F-2) |
-1.68%
Oct 2020 - Oct 2023 |
0.33%
Oct 2017 - Oct 2022 |
1.00%
Oct 2012 - Oct 2022 |
2.15%
May 2010 - May 2025 |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| LTEFX (LIMITED TERM TAX EXEMPT BOND FUND OF AMERICA CLASS F-2) |
6.98%
Dec 2008 - Dec 2011 |
5.32%
Oct 2008 - Oct 2013 |
3.38%
Oct 2008 - Oct 2018 |
2.75%
Dec 2008 - Dec 2023 |
Annualized Rolling Returns Comparison Chart