Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| NYACX (AMERICAN FUNDS TAX-EXEMPT FUND OF NEW YORK CLASS C) | 1.55% | 6.71% | 2.79% | -0.52% | 0.89% | 2.00% | NA | … | … |
Data as of 06/11/2026, Common starting date 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 | 06/11/2026 |
| 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 (%) | -0.30 | 6.71 | 2.79 | -0.52 | 0.89 | 2.00 | NA | … | … | 1.55 | 1.82 | 1.37 | 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 | 1.35 | -0.10 | -0.66 | -0.17 | NA | NA | … | … | 0.43 | -0.19 | -0.60 | 0.54 | -2.66 | 0.62 | 0.40 | 2.52 | -1.10 | 1.80 | -0.43 | 1.06 | 4.78 | -1.55 | 2.96 | 3.70 | -2.70 |
| Standard Deviation(%) | NA | 3.00 | 4.59 | 4.37 | 4.18 | NA | NA | … | … | 3.20 | 5.66 | 3.74 | 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 | 2.76 | 7.14 | 17.27 | 17.27 | NA | NA | … | … | 2.76 | 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 | 2.61 | 2.35 | 1.80 | 1.74 | 2.01 | 1.59 | … | … | 1.04 | 2.45 | 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 06/11/2026, 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 |
|---|---|---|---|---|
| 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 |
2.03%
May 2011 – May 2026 |
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 |
2.27%
Jan 2011 – Jan 2026 |
Annualized Rolling Returns Comparison Chart