Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| LTXFX (LIMITED TERM TAX EXEMPT BOND FUND OF AMERICA CLASS F-1) | 0.69% | 4.72% | 3.64% | 1.17% | 1.61% | 1.98% | 2.50% | … | … |
Data as of 06/04/2026, Common starting date is 03/15/2001
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| LTXFX (LIMITED TERM TAX EXEMPT BOND FUND OF AMERICA CLASS F-1) | 03/15/2001 | 06/04/2026 |
| 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 | 2015 | 2014 | 2013 | 2012 | 2011 | 2010 | 2009 | 2008 | 2007 | 2006 | 2005 | 2004 | 2003 | 2002 | 2001 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return (%) | 0.26 | 4.72 | 3.64 | 1.17 | 1.61 | 1.98 | 2.50 | … | … | 0.69 | 5.09 | 1.96 | 3.97 | -4.86 | -0.48 | 3.38 | 4.60 | 1.00 | 2.69 | -0.31 | 1.30 | 3.30 | -0.22 | 3.75 | 7.44 | 3.35 | 9.43 | -1.31 | 3.23 | 3.61 | 1.53 | 2.68 | 4.20 | 7.63 | 2.18 |
| Sharpe Ratio | NA | 1.25 | 0.24 | -0.60 | -0.01 | NA | NA | … | … | -0.51 | 0.78 | -0.75 | 0.13 | -2.85 | -0.52 | 0.66 | 2.59 | -0.39 | 1.50 | -0.36 | 1.09 | 2.74 | -0.13 | 2.40 | 4.12 | 1.47 | 3.39 | -0.64 | 0.05 | 0.12 | -0.43 | 0.60 | 1.22 | 2.51 | 0.31 |
| Standard Deviation(%) | NA | 1.79 | 2.45 | 2.29 | 2.34 | NA | NA | … | … | 2.19 | 2.86 | 2.20 | 2.38 | 2.22 | 0.99 | 4.72 | 1.21 | 0.97 | 1.36 | 1.45 | 1.17 | 1.20 | 1.95 | 1.55 | 1.80 | 2.21 | 2.75 | 3.54 | 1.81 | 1.65 | 1.68 | 2.85 | 2.85 | 2.58 | 1.99 |
| Draw Down(%) | NA | 2.33 | 2.91 | 8.49 | 8.49 | NA | NA | … | … | 2.33 | 2.91 | 1.60 | 3.50 | 7.50 | 1.12 | 7.41 | 1.16 | 1.05 | 1.20 | 2.97 | 1.49 | 1.05 | 3.71 | 1.41 | 1.65 | 3.10 | 2.65 | 6.75 | 1.35 | 0.99 | 1.72 | 4.77 | 4.32 | 3.02 | 2.77 |
| Yield(%) | 0.00 | 2.39 | 2.35 | 1.74 | 1.76 | 2.01 | 2.38 | … | … | 0.82 | 2.60 | 2.32 | 1.92 | 1.07 | 0.75 | 1.35 | 2.19 | 1.94 | 1.97 | 1.98 | 2.22 | 2.40 | 2.35 | 2.61 | 2.86 | 2.77 | 3.33 | 3.45 | 3.49 | 3.34 | 3.24 | 3.15 | 3.24 | 3.60 | 2.61 |
Data as of 06/04/2026, Common starting date is 03/15/2001
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| LTXFX (LIMITED TERM TAX EXEMPT BOND FUND OF AMERICA CLASS F-1) |
-1.95%
Oct 2020 – Oct 2023 |
0.10%
Oct 2017 – Oct 2022 |
0.75%
Oct 2012 – Oct 2022 |
1.83%
Aug 2010 – Aug 2025 |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| LTXFX (LIMITED TERM TAX EXEMPT BOND FUND OF AMERICA CLASS F-1) |
6.71%
Dec 2008 – Dec 2011 |
5.06%
Oct 2008 – Oct 2013 |
4.16%
Mar 2002 – Mar 2012 |
3.57%
Apr 2001 – Apr 2016 |
Annualized Rolling Returns Comparison Chart