Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| LTXCX (LIMITED TERM TAX EXEMPT BOND FUND OF AMERICA CLASS C) | 0.51% | 4.10% | 2.96% | 0.49% | 0.94% | 1.30% | 1.81% | … | … |
Data as of 06/08/2026, Common starting date is 03/29/2001
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| LTXCX (LIMITED TERM TAX EXEMPT BOND FUND OF AMERICA CLASS C) | 03/29/2001 | 06/08/2026 |
| 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 | 2009 | 2008 | 2007 | 2006 | 2005 | 2004 | 2003 | 2002 | 2001 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return (%) | 0.00 | 4.10 | 2.96 | 0.49 | 0.94 | 1.30 | 1.81 | … | … | 0.51 | 4.38 | 1.25 | 3.28 | -5.48 | -1.13 | 2.69 | 3.91 | 0.33 | 2.01 | -0.96 | 0.63 | 2.62 | -0.88 | 3.05 | 6.70 | 2.68 | 8.63 | -2.04 | 2.48 | 2.82 | 0.79 | 1.93 | 3.43 | 6.93 | 1.69 |
| Sharpe Ratio | NA | 0.85 | -0.12 | -0.90 | -0.31 | NA | NA | … | … | -0.55 | 0.54 | -1.10 | -0.16 | -3.19 | -1.17 | 0.52 | 2.17 | -1.21 | 1.08 | -0.86 | 0.57 | 2.34 | -0.49 | 2.06 | 3.87 | 1.21 | 3.17 | -0.86 | -0.40 | -0.39 | -0.93 | 0.34 | 0.97 | 2.31 | 0.07 |
| Standard Deviation(%) | NA | 1.71 | 2.39 | 2.25 | 2.30 | NA | NA | … | … | 2.13 | 2.80 | 2.15 | 2.33 | 2.17 | 0.99 | 4.71 | 1.12 | 0.88 | 1.26 | 1.38 | 1.07 | 1.11 | 1.89 | 1.46 | 1.72 | 2.14 | 2.69 | 3.49 | 1.71 | 1.51 | 1.58 | 2.78 | 2.79 | 2.50 | 1.93 |
| Draw Down(%) | NA | 2.33 | 2.91 | 9.19 | 9.52 | NA | NA | … | … | 2.33 | 2.91 | 1.66 | 3.82 | 7.96 | 1.58 | 7.41 | 1.22 | 1.22 | 1.31 | 3.24 | 1.71 | 1.05 | 3.76 | 1.41 | 1.70 | 3.29 | 2.71 | 7.22 | 1.41 | 0.99 | 1.78 | 4.89 | 4.44 | 3.02 | 2.83 |
| Yield(%) | 0.00 | 1.92 | 1.73 | 1.14 | 1.13 | 1.35 | 1.69 | … | … | 0.76 | 1.91 | 1.63 | 1.25 | 0.45 | 0.11 | 0.67 | 1.51 | 1.28 | 1.30 | 1.32 | 1.56 | 1.73 | 1.70 | 1.92 | 2.16 | 2.10 | 2.56 | 2.72 | 2.76 | 2.58 | 2.51 | 2.41 | 2.49 | 2.93 | 2.03 |
Data as of 06/08/2026, Common starting date is 03/29/2001
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| LTXCX (LIMITED TERM TAX EXEMPT BOND FUND OF AMERICA CLASS C) |
-2.59%
Oct 2020 – Oct 2023 |
-0.56%
Oct 2017 – Oct 2022 |
0.09%
Oct 2012 – Oct 2022 |
1.14%
Aug 2010 – Aug 2025 |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| LTXCX (LIMITED TERM TAX EXEMPT BOND FUND OF AMERICA CLASS C) |
5.97%
Dec 2008 – Dec 2011 |
4.35%
Oct 2008 – Oct 2013 |
3.41%
Mar 2002 – Mar 2012 |
2.85%
Apr 2001 – Apr 2016 |
Annualized Rolling Returns Comparison Chart