Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| NYAFX (AMERICAN FUNDS TAX-EXEMPT FUND OF NEW YORK CLASS F-2) | 1.97% | 7.63% | 3.74% | 0.56% | 1.89% | 2.96% | NA | … | … |
Data as of 06/04/2026, Common starting date is 11/29/2010
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| NYAFX (AMERICAN FUNDS TAX-EXEMPT FUND OF NEW YORK CLASS F-2) | 11/29/2010 | 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 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return (%) | 0.60 | 7.63 | 3.74 | 0.56 | 1.89 | 2.96 | NA | … | … | 1.97 | 2.77 | 2.33 | 7.09 | -10.40 | 2.11 | 4.34 | 7.17 | 0.50 | 5.38 | -0.05 | 3.10 | 9.89 | -4.30 | 8.31 | 11.00 | -1.25 |
| Sharpe Ratio | NA | 1.54 | 0.19 | -0.45 | 0.06 | NA | NA | … | … | 0.50 | -0.02 | -0.34 | 0.75 | -2.46 | 1.11 | 0.52 | 2.89 | -0.50 | 2.27 | -0.10 | 1.46 | 5.11 | -1.26 | 3.27 | 3.99 | -2.89 |
| Standard Deviation(%) | NA | 3.08 | 4.67 | 4.43 | 4.22 | NA | NA | … | … | 3.27 | 5.71 | 3.82 | 4.60 | 4.83 | 1.87 | 7.81 | 1.97 | 1.76 | 2.09 | 2.70 | 2.10 | 1.93 | 3.45 | 2.55 | 2.75 | 4.49 |
| Draw Down(%) | NA | 2.76 | 6.85 | 16.32 | 16.32 | NA | NA | … | … | 2.76 | 6.14 | 2.82 | 6.79 | 15.31 | 2.46 | 11.52 | 1.70 | 1.93 | 1.47 | 6.15 | 2.10 | 1.14 | 8.46 | 2.25 | 2.18 | 2.45 |
| Yield(%) | 0.00 | 3.27 | 3.20 | 2.60 | 2.61 | 2.98 | 2.35 | … | … | 1.16 | 3.35 | 3.17 | 3.04 | 2.29 | 2.27 | 2.52 | 2.76 | 2.69 | 2.68 | 2.40 | 2.86 | 3.15 | 2.92 | 3.12 | 3.34 | 0.08 |
Data as of 06/04/2026, Common starting date is 11/29/2010
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| NYAFX (AMERICAN FUNDS TAX-EXEMPT FUND OF NEW YORK CLASS F-2) |
-3.02%
Oct 2019 – Oct 2022 |
-0.32%
Oct 2017 – Oct 2022 |
1.13%
Oct 2012 – Oct 2022 |
2.97%
May 2011 – May 2026 |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| NYAFX (AMERICAN FUNDS TAX-EXEMPT FUND OF NEW YORK CLASS F-2) |
6.73%
Aug 2013 – Aug 2016 |
5.82%
Jan 2011 – Jan 2016 |
4.61%
Jan 2011 – Jan 2021 |
3.23%
Jan 2011 – Jan 2026 |
Annualized Rolling Returns Comparison Chart