Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Inception |
|---|---|---|---|---|---|---|---|---|
| NYACX (AMERICAN FUNDS TAX-EXEMPT FUND OF NEW YORK CLASS C) | -4.10% | -3.76% | 0.42% | -1.02% | 0.72% | NA | NA | 1.82% |
Data as of 07/17/2025, AR inception is 11/29/2010
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| NYACX (AMERICAN FUNDS TAX-EXEMPT FUND OF NEW YORK CLASS C) | 11/29/2010 | 07/17/2025 |
| 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 (%) | -1.13 | -3.76 | 0.42 | -1.02 | 0.72 | NA | NA | 1.82 | -4.10 | 1.18 | 6.07 | -11.23 | 1.16 | 3.37 | 6.18 | -0.43 | 4.44 | -0.92 | 2.14 | 8.88 | -5.21 | 7.31 | 9.89 | -1.17 |
| Sharpe Ratio | NA | -0.98 | -0.52 | -0.66 | -0.14 | NA | NA | 0.22 | -1.22 | -1.45 | 0.40 | -2.65 | 0.62 | 0.40 | 2.55 | -1.05 | 1.81 | -0.43 | 1.06 | 4.78 | -1.55 | 2.96 | 3.70 | -2.70 |
| Standard Deviation(%) | NA | 5.98 | 4.92 | 4.24 | 4.11 | NA | NA | 3.72 | 7.31 | 3.73 | 4.53 | 4.77 | 1.83 | 7.80 | 1.87 | 1.66 | 2.11 | 2.64 | 2.00 | 1.86 | 3.38 | 2.47 | 2.66 | 4.51 |
| Draw Down(%) | NA | 7.14 | 8.53 | 17.27 | 17.27 | NA | NA | 17.27 | 6.22 | 2.82 | 7.23 | 15.90 | 2.46 | 11.52 | 1.70 | 2.42 | 1.47 | 6.45 | 2.48 | 1.22 | 8.76 | 2.25 | 2.18 | 2.45 |
| Yield(%) | 0.00 | 1.92 | 1.99 | 1.65 | 1.73 | 1.94 | 1.45 | 2.08 | 0.78 | 2.23 | 2.09 | 1.45 | 1.34 | 1.60 | 1.79 | 1.78 | 1.76 | 1.52 | 1.93 | 2.18 | 2.00 | 2.14 | 2.30 | 0.16 |
Data as of 07/17/2025, AR inception is 11/29/2010
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| NYACX (AMERICAN FUNDS TAX-EXEMPT FUND OF NEW YORK CLASS C) |
-3.92%
Oct 2019 - Oct 2022 |
-1.25%
Oct 2017 - Oct 2022 |
0.20%
Oct 2012 - Oct 2022 |
0.00%
NA |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| NYACX (AMERICAN FUNDS TAX-EXEMPT FUND OF NEW YORK CLASS C) |
5.74%
Aug 2013 - Aug 2016 |
4.82%
Jan 2011 - Jan 2016 |
3.64%
Jan 2011 - Jan 2021 |
0.00%
NA |
Annualized Rolling Returns Comparison Chart