Performance Comparison
Portfolio Performance Comparison
The return data shown below all have the same latest date: 04/25/2025.
Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Inception |
---|---|---|---|---|---|---|---|---|
CFAAX (BOND FUND OF AMERICA CLASS 529-A) | 1.35% | 6.06% | 0.64% | -1.37% | 1.00% | 2.09% | 2.27% | 2.59% |
More Performance Analytics Comparison
Name | Start Date | End Date |
---|---|---|
CFAAX (BOND FUND OF AMERICA CLASS 529-A) | 02/22/2002 | 04/25/2025 |
The return data shown below all have the same latest date: 04/25/2025.
AR inception is since 02/22/2002.
AR inception is since 02/22/2002.
Last 1 Week | 1 Yr | 3 Yr | 5 Yr | 10 Yr | 15 Yr | 20 Yr | Inception | YTD | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | 2013 | 2012 | 2011 | 2010 | 2009 | 2008 | 2007 | 2006 | 2005 | 2004 | 2003 | 2002 | |
---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
Annualized Return (%) | 1.16 | 6.06 | 0.64 | -1.37 | 1.00 | 2.09 | 2.27 | 2.59 | 1.35 | 0.76 | 4.67 | -12.82 | -1.54 | 7.28 | 7.95 | -0.21 | 3.14 | 2.64 | 0.15 | 5.45 | -2.08 | 5.81 | 6.41 | 7.14 | 14.85 | -12.26 | 3.33 | 5.83 | 1.33 | 4.98 | 9.46 | 0.11 |
Sharpe Ratio | NA | -0.06 | -0.54 | -0.68 | -0.14 | NA | NA | 0.31 | 0.26 | -1.04 | 0.06 | -1.97 | -0.49 | 1.25 | 1.90 | -0.51 | 0.88 | 0.82 | 0.03 | 2.03 | -0.62 | 2.57 | 1.80 | 1.91 | 3.37 | -2.45 | 0.11 | 1.00 | -0.33 | 1.09 | 2.13 | -0.27 |
Standard Deviation(%) | NA | 5.28 | 6.83 | 5.91 | 4.91 | NA | NA | 4.21 | 5.50 | 5.60 | 7.66 | 7.25 | 3.16 | 5.63 | 3.44 | 2.98 | 2.85 | 2.99 | 3.87 | 2.67 | 3.38 | 2.26 | 3.54 | 3.70 | 4.38 | 5.35 | 3.00 | 2.58 | 2.59 | 3.72 | 4.13 | 3.66 |
Draw Down(%) | NA | 5.24 | 9.66 | 20.33 | 20.33 | NA | NA | 20.33 | 2.89 | 4.29 | 8.01 | 16.65 | 3.29 | 6.67 | 2.08 | 3.00 | 1.58 | 3.95 | 3.00 | 1.33 | 5.07 | 1.02 | 1.41 | 3.67 | 4.00 | 17.10 | 2.01 | 1.22 | 2.19 | 4.29 | 4.70 | 6.56 |
Yield(%) | 0.00 | 2.91 | 2.98 | 2.20 | 2.28 | 2.57 | 2.91 | 3.04 | 0.00 | 3.80 | 3.56 | 2.29 | 1.36 | 1.92 | 3.75 | 2.24 | 1.79 | 1.62 | 1.88 | 2.10 | 2.19 | 2.57 | 3.36 | 3.76 | 4.81 | 5.68 | 5.21 | 4.90 | 4.45 | 3.86 | 3.02 | 0.19 |
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
---|---|---|---|---|
CFAAX (BOND FUND OF AMERICA CLASS 529-A) |
-6.43%
Oct 2020 - Oct 2023 |
-0.98%
Mar 2020 - Mar 2025 |
0.54%
Oct 2012 - Oct 2022 |
1.64%
Oct 2007 - Oct 2022 |
Annualized Rolling Returns Comparison (Maximum)
Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
---|---|---|---|---|
CFAAX (BOND FUND OF AMERICA CLASS 529-A) |
10.54%
Feb 2009 - Feb 2012 |
7.09%
Nov 2008 - Nov 2013 |
4.87%
Oct 2002 - Oct 2012 |
3.87%
Oct 2002 - Oct 2017 |
Annualized Rolling Returns Comparison Chart