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American Fds, Short-term Bond Fund Of America, Class 529-e Shs: (MF: CEAMX)
(NASDAQ Mutual Funds) As of Aug 14, 2024 08:00 PM ET
$9.56 USD
0.00 (NA)
Zacks MF Rank
5-Strong Sell of 5 5
Latest Performance as of Jul 31, 2024
| Total Return %* | Percentile Rank Objective | |
|---|---|---|
| YTD | 2.33 | 62 |
| 3 months | 2.38 | 82 |
| 6 months | 1.82 | 79 |
| 1 Year | 5.16 | 79 |
| 3 Year | 0.36 | 40 |
| 5 Year | 1.13 | 54 |
| 10 Year | 0.92 | 90 |
* Annual for three years and beyond.
| Bull Market (9/02 - 10/07) | NA |
| Bear Market (10/07 - 2/09) | 2.14 |
| Bull Market (2/09 - 3/21) | 15.52 |
Load Adjusted Returns as of Jul 31, 2024
| 1 Year | 4.32 |
| 5 Year | 0.83 |
| 10 Year | 0.78 |
| Since Inception | 1.07 |
Quarterly Return
| 1st Qtr. | 2nd Qtr. | 3rd Qtr. | 4th Qtr. | |
|---|---|---|---|---|
| 2024 | 0.37 | 0.77 | NA | NA |
| 2023 | 1.42 | -0.86 | 0.73 | 2.39 |
| 2022 | -2.23 | -1.04 | -1.60 | 0.74 |
| 2021 | -0.25 | -0.24 | -0.03 | -0.54 |
| 2020 | 1.87 | 1.10 | 0.15 | 1.10 |
| 2019 | 0.96 | 1.28 | -0.02 | 0.47 |
Annual Return
| 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | |
|---|---|---|---|---|---|---|---|---|---|---|---|
| % Total Return | 2.33 | 3.71 | -4.09 | -1.07 | 4.29 | 2.71 | 0.82 | 0.43 | 0.41 | 0.07 | 0.01 |
| % Total Return Rel to Index | 0.71 | -1.81 | 8.92 | 0.46 | -3.21 | -6.01 | 0.81 | -3.10 | -2.24 | -0.49 | -5.93 |
| % Total Return Rel to Peer | -0.54 | -2.68 | 5.43 | -1.74 | -1.64 | -5.26 | 1.96 | -3.57 | -4.72 | 2.05 | -2.59 |
| % Perf Quintile vs Peer* | 0.00 | 5.00 | 2.00 | 4.00 | 4.00 | 5.00 | 2.00 | 5.00 | 5.00 | 2.00 | 5.00 |
| % Dividends | 0.20 | 0.28 | 0.10 | 0.02 | 0.18 | 0.15 | 0.14 | 0.07 | 0.04 | 0.03 | 0.01 |
| % Yield | 2.14 | 3.48 | 1.06 | 0.21 | 1.79 | 1.49 | 1.39 | 0.72 | 0.40 | 0.37 | 0.06 |
| Capital Gains ($) | 0.00 | 0.00 | 0.00 | 0.00 | 0.09 | 0.00 | 0.00 | 0.00 | 0.00 | 0.01 | 0.00 |
| Expense Ratio | 0.89 | 0.89 | 0.88 | 0.89 | 0.91 | 0.94 | 0.96 | 0.97 | 0.99 | 1.00 | 1.00 |
* 1 = Top 20%, 5 = Bottom 20%