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Nasdaq - Delayed Quote USD

American Funds Shrt-Term Tx-Exmpt Bd F2 (ASTFX)

10.01
+0.01
+(0.10%)
At close: 8:00:06 PM EDT

Fund Summary

The fund will invest at least 80% of its assets in, or derive at least 80% of its income from, securities that are exempt from regular federal income tax and that do not subject the investors to federal alternative minimum tax. The fund invests primarily in debt securities rated AA- or better or Aa3 or better, or unrated but determined by the fund's investment adviser to be of equivalent quality. Its aggregate portfolio will have a dollar-weighted average effective maturity no greater than three years.

Risk Overview

Morningstar Risk Rating
Best 1Y Total Return 3.41%
Worst 1Y Total Return --
Number of Years Up 12
Number of Years Down 3

Performance & Risk

YTD Return 1.55%
5y Average Return 1.45%
Rank in Category (ytd) 7
% Rank in Category (ytd) --
Beta (5Y Monthly) 0.38
Morningstar Risk Rating

Risk Statistics

3 Years 5 Years 10 Years
ASTFXCategory AverageASTFXCategory AverageASTFXCategory Average
Alpha -1.15 -0.01 -0.83 -0 -0.75 -0
BETA 0.38 0 0.38 0 0.36 0
Mean Annual Return 0.19 0 0.11 0 0.11 0
R-squared 91.95 0.75 91.2 0.72 87.06 0.67
Standard Deviation 2.92 0.02 2.57 0.02 1.98 0.02
Sharpe Ratio -0.76 0 -0.55 0 -0.33 0.01
Treynor Ratio -6.06 0.01 -3.8 -0.01 -1.91 0.03

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