Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Inception |
|---|---|---|---|---|---|---|---|---|
| NYAAX (AMERICAN FUNDS TAX-EXEMPT FUND OF NEW YORK CLASS A) | -2.19% | -0.89% | 1.90% | 0.19% | 1.66% | NA | NA | 2.81% |
Data as of 07/03/2025, AR inception is 12/07/2010
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| NYAAX (AMERICAN FUNDS TAX-EXEMPT FUND OF NEW YORK CLASS A) | 12/07/2010 | 07/03/2025 |
| 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 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return (%) | 0.31 | -0.89 | 1.90 | 0.19 | 1.66 | NA | NA | 2.81 | -2.19 | 2.15 | 6.89 | -10.57 | 1.90 | 4.16 | 6.98 | 0.36 | 5.25 | -0.18 | 2.96 | 9.84 | -4.37 | 8.23 | 10.93 | -0.78 |
| Sharpe Ratio | NA | -0.74 | -0.16 | -0.43 | 0.05 | NA | NA | 0.45 | -1.08 | -0.39 | 0.71 | -2.50 | 1.01 | 0.50 | 2.82 | -0.59 | 2.09 | -0.15 | 1.41 | 5.09 | -1.28 | 3.25 | 3.98 | -2.16 |
| Standard Deviation(%) | NA | 6.04 | 5.00 | 4.28 | 4.15 | NA | NA | 3.77 | 7.74 | 3.81 | 4.59 | 4.82 | 1.86 | 7.81 | 1.95 | 1.75 | 2.21 | 2.69 | 2.09 | 1.93 | 3.44 | 2.54 | 2.74 | 5.11 |
| Draw Down(%) | NA | 6.90 | 8.42 | 16.51 | 16.51 | NA | NA | 16.51 | 6.15 | 2.82 | 6.88 | 15.43 | 2.46 | 11.52 | 1.70 | 1.96 | 1.47 | 6.19 | 2.15 | 1.15 | 8.49 | 2.25 | 2.18 | 1.95 |
| Yield(%) | 0.00 | 2.82 | 2.81 | 2.40 | 2.50 | 2.79 | 2.09 | 2.99 | 1.29 | 3.00 | 2.86 | 2.12 | 2.07 | 2.35 | 2.58 | 2.55 | 2.55 | 2.27 | 2.72 | 3.10 | 2.85 | 3.04 | 3.28 | 0.14 |
Data as of 07/03/2025, AR inception is 12/07/2010
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| NYAAX (AMERICAN FUNDS TAX-EXEMPT FUND OF NEW YORK CLASS A) |
-3.20%
Oct 2019 - Oct 2022 |
-0.49%
Oct 2017 - Oct 2022 |
1.00%
Oct 2012 - Oct 2022 |
0.00%
NA |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| NYAAX (AMERICAN FUNDS TAX-EXEMPT FUND OF NEW YORK CLASS A) |
6.63%
Aug 2013 - Aug 2016 |
5.74%
Jan 2011 - Jan 2016 |
4.49%
Jan 2011 - Jan 2021 |
0.00%
NA |
Annualized Rolling Returns Comparison Chart