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Nasdaq - Delayed Quote USD

American Funds Limited Term Tax-Exempt Bond Fund (LTEFX)

15.44
+0.03
+(0.19%)
At close: April 4 at 8:01:28 PM EDT

Performance Overview

Morningstar Return Rating --
YTD Return 1.70%
5y Average Return 1.79%
Number of Years Up 14
Number of Years Down 2
Best 1Y Total Return (Apr 4, 2025) 7.72%
Worst 1Y Total Return (Apr 4, 2025) --
Best 3Y Total Return 7.72%
Worst 3Y Total Return -0.09%

Trailing Returns (%) Vs. Benchmarks

Monthly Total Returns
LTEFX
Category
YTD
0.81%
0.39%
1-Month
-0.67%
0.04%
3-Month
0.81%
0.38%
1-Year
3.04%
1.72%
3-Year
2.23%
2.21%
5-Year
1.45%
1.47%
10-Year
1.68%
1.49%
Last Bull Market
3.60%
1.96%
Last Bear Market
-1.20%
2.01%

Annual Total Return (%) History

Year
LTEFX
Category
2025
--
--
2024
2.22%
--
2023
4.25%
--
2022
-4.60%
--
2021
0.28%
--
2020
4.25%
2.28%
2019
4.89%
3.12%
2018
1.26%
1.18%

2017
2.95%
1.69%
2016
-0.05%
-0.15%
2015
1.54%
0.70%
2014
3.56%
1.44%
2013
0.03%
-0.07%
2012
4.01%
1.92%
2011
7.72%
3.60%
2010
3.88%
1.61%
2009
9.70%
5.91%
2008
--
0.86%

Past Quarterly Returns

YearQ1Q2Q3Q4
2025 0.81% -- -- --
2024 0.02% 0.32% 2.70% -0.79%
2023 1.69% -0.53% -1.62% 4.76%
2022 -4.07% -1.20% -1.95% 2.64%
2021 -0.20% 0.57% -0.26% 0.17%
2020 -0.29% 2.52% 0.92% 1.05%
2019 1.83% 1.57% 0.70% 0.70%
2018 -0.42% 0.56% -0.03% 1.15%
2017 1.14% 1.07% 0.80% -0.10%
2016 0.96% 1.07% -0.08% -1.97%

2015 0.61% -0.50% 0.95% 0.48%
2014 1.19% 1.36% 0.71% 0.27%
2013 0.83% -1.87% 0.54% 0.56%
2012 0.67% 1.35% 1.62% 0.32%
2011 0.35% 3.00% 2.16% 2.01%
2010 1.23% 1.87% 2.97% -2.17%
2009 2.46% 1.83% 5.67% -0.51%
2008 0.03% -- -- --

Rank in Category (By Total Return)

YTD 57
1-Month 82
3-Month 57
1-Year 63
3-Year 57
5-Year 57

Load Adjusted Returns

1-Year 3.04%
3-Year 2.23%
5-Year 1.45%
10-Year 1.68%

Performance & Risk

YTD Return 1.70%
5y Average Return 1.79%
Rank in Category (ytd) 57
% Rank in Category (ytd) --
Beta (5Y Monthly) 0.56
Morningstar Risk Rating

Fund Overview

Category Muni National Short
Fund Family American Funds
Net Assets 5.39B
YTD Return 0.81%
Yield 2.67%
Morningstar Rating
Inception Date Mar 15, 2001

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. It invests primarily in debt securities rated A- or better or A3 or better, or unrated but determined by the fund's investment adviser to be of equivalent quality. The dollar-weighted average effective maturity of the fund's portfolio is between three and 10 years.

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