Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| SFTEX (AMERICAN FUNDS SHORT-TERM TAX-EXEMPT BOND FUND CLASS F-3) | 0.84% | 3.97% | 3.67% | 1.69% | NA | NA | NA | … | … |
Data as of 06/03/2026, Common starting date is 01/30/2017
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| SFTEX (AMERICAN FUNDS SHORT-TERM TAX-EXEMPT BOND FUND CLASS F-3) | 01/30/2017 | 06/03/2026 |
| 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 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return (%) | 0.20 | 3.97 | 3.67 | 1.69 | NA | NA | NA | … | … | 0.84 | 4.59 | 2.70 | 3.49 | -2.80 | -0.08 | 3.12 | 3.32 | 1.10 | 0.58 |
| Sharpe Ratio | NA | 1.02 | 0.33 | -0.49 | NA | NA | NA | … | … | -0.45 | 0.82 | -0.53 | -0.08 | -2.59 | -0.13 | 1.02 | 1.88 | -0.33 | -0.05 |
| Standard Deviation(%) | NA | 1.44 | 1.86 | 1.75 | NA | NA | NA | … | … | 1.56 | 2.08 | 1.74 | 1.97 | 1.64 | 0.77 | 2.81 | 0.98 | 0.88 | 0.94 |
| Draw Down(%) | NA | 1.28 | 1.90 | 5.15 | NA | NA | NA | … | … | 1.28 | 1.90 | 1.00 | 2.09 | 4.76 | 0.62 | 4.46 | 0.65 | 0.52 | 0.95 |
| Yield(%) | 0.00 | 2.72 | 2.74 | 2.09 | 1.64 | 1.10 | 0.82 | … | … | 0.93 | 3.01 | 2.76 | 2.31 | 1.20 | 0.89 | 1.53 | 1.70 | 1.58 | 0.59 |
Data as of 06/03/2026, Common starting date is 01/30/2017
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| SFTEX (AMERICAN FUNDS SHORT-TERM TAX-EXEMPT BOND FUND CLASS F-3) |
-0.91%
Sep 2020 – Sep 2023 |
0.46%
Oct 2017 – Oct 2022 |
0.00%
NA |
0.00%
NA |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| SFTEX (AMERICAN FUNDS SHORT-TERM TAX-EXEMPT BOND FUND CLASS F-3) |
4.08%
Feb 2023 – Feb 2026 |
1.85%
Feb 2021 – Feb 2026 |
0.00%
NA |
0.00%
NA |
Annualized Rolling Returns Comparison Chart