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American Fds, Short-term Bond Fund Of America, Class 529 F-1 Shs: (MF: CFAMX)
(NASDAQ Mutual Funds) As of Aug 14, 2024 08:00 PM ET
$9.57 USD
-0.01 (-0.10%)
Zacks MF Rank
5-Strong Sell of 5 5
Latest Performance as of Jul 31, 2024
| Total Return %* | Percentile Rank Objective | |
|---|---|---|
| YTD | 2.56 | 55 |
| 3 months | 2.37 | 83 |
| 6 months | 2.00 | 71 |
| 1 Year | 5.44 | 72 |
| 3 Year | 0.73 | 35 |
| 5 Year | 1.52 | 44 |
| 10 Year | 1.34 | 75 |
* Annual for three years and beyond.
| Bull Market (9/02 - 10/07) | NA |
| Bear Market (10/07 - 2/09) | 2.72 |
| Bull Market (2/09 - 3/21) | 23.09 |
Load Adjusted Returns as of Jul 31, 2024
| 1 Year | 4.83 |
| 5 Year | 1.24 |
| 10 Year | 1.21 |
| Since Inception | 1.51 |
Quarterly Return
| 1st Qtr. | 2nd Qtr. | 3rd Qtr. | 4th Qtr. | |
|---|---|---|---|---|
| 2024 | 0.57 | 0.86 | NA | NA |
| 2023 | 1.52 | -0.77 | 0.82 | 2.49 |
| 2022 | -2.04 | -1.08 | -1.50 | 0.85 |
| 2021 | -0.15 | -0.04 | -0.03 | -0.46 |
| 2020 | 1.98 | 1.21 | 0.26 | 1.17 |
| 2019 | 1.07 | 1.39 | 0.08 | 0.58 |
Annual Return
| 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | |
|---|---|---|---|---|---|---|---|---|---|---|---|
| % Total Return | 2.56 | 4.10 | -3.74 | -0.70 | 4.71 | 3.17 | 1.29 | 0.96 | 0.79 | 0.42 | 0.53 |
| % Total Return Rel to Index | 0.94 | -1.42 | 9.27 | 0.84 | -2.79 | -5.55 | 1.27 | -2.57 | -1.86 | -0.14 | -5.40 |
| % Total Return Rel to Peer | -0.32 | -2.29 | 5.77 | -1.37 | -1.22 | -4.80 | 2.43 | -3.04 | -4.34 | 2.41 | -2.07 |
| % Perf Quintile vs Peer* | 0.00 | 5.00 | 1.00 | 3.00 | 4.00 | 5.00 | 1.00 | 5.00 | 5.00 | 2.00 | 5.00 |
| % Dividends | 0.23 | 0.32 | 0.13 | 0.05 | 0.22 | 0.19 | 0.18 | 0.11 | 0.07 | 0.08 | 0.04 |
| % Yield | 2.35 | 3.84 | 1.41 | 0.58 | 2.18 | 1.92 | 1.83 | 1.14 | 0.77 | 0.82 | 0.45 |
| Capital Gains ($) | 0.00 | 0.00 | 0.00 | 0.00 | 0.09 | 0.00 | 0.00 | 0.00 | 0.00 | 0.01 | 0.01 |
| Expense Ratio | 0.50 | 0.50 | 0.49 | 0.42 | 0.46 | 0.49 | 0.49 | 0.50 | 0.52 | 0.53 | 0.53 |
* 1 = Top 20%, 5 = Bottom 20%