Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| RTAFX (American Funds Tax-Exempt Bond R5) | NA | 9.72% | 2.43% | 3.35% | NA | NA | NA | … | … |
Data as of 03/31/2010, Common starting date is 08/08/2002
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| RTAFX (American Funds Tax-Exempt Bond R5) | 08/08/2002 | 03/31/2010 |
| Last 1 Week | 1 Yr | 3 Yr | 5 Yr | 10 Yr | 15 Yr | 20 Yr | Common | Inception | 2010 | 2009 | 2008 | 2007 | 2006 | 2005 | 2004 | 2003 | 2002 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return (%) | 0.00 | 9.72 | 2.43 | 3.35 | NA | NA | NA | … | … | 0.66 | 13.48 | -6.93 | 1.91 | 4.97 | 3.53 | 4.57 | 3.06 | 0.65 |
| Sharpe Ratio | NA | 4.12 | 0.33 | 0.44 | NA | NA | NA | … | … | 3.33 | 4.06 | -1.32 | -0.44 | 0.78 | 0.60 | 1.12 | 0.73 | 0.19 |
| Standard Deviation(%) | NA | 2.34 | 4.19 | 3.52 | NA | NA | NA | … | … | 0.81 | 3.30 | 5.92 | 2.57 | 2.14 | 2.28 | 3.25 | 3.24 | 3.33 |
| Draw Down(%) | NA | 2.76 | 11.82 | 11.82 | NA | NA | NA | … | … | 0.17 | 2.76 | 11.82 | 2.57 | 1.29 | 2.02 | 4.79 | 5.11 | 3.49 |
| Yield(%) | 0.00 | 1.88 | 3.24 | 3.72 | 2.59 | 1.73 | 1.30 | … | … | 0.00 | 2.72 | 4.29 | 4.16 | 4.19 | 4.17 | 4.29 | 2.21 | 0.00 |
Data as of 03/31/2010, Common starting date is 08/08/2002
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| RTAFX (American Funds Tax-Exempt Bond R5) |
-0.15%
Dec 2005 – Dec 2008 |
1.51%
Dec 2003 – Dec 2008 |
0.00%
NA |
0.00%
NA |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| RTAFX (American Funds Tax-Exempt Bond R5) |
5.26%
Aug 2003 – Aug 2006 |
4.11%
Aug 2003 – Aug 2008 |
0.00%
NA |
0.00%
NA |
Annualized Rolling Returns Comparison Chart