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Nasdaq - Delayed Quote USD

American Funds Tax-Exempt Presv Port C (TEPCX)

9.54
+0.02
+(0.21%)
At close: 8:02:15 PM EDT

Performance Overview

Morningstar Return Rating --
YTD Return 0.20%
5y Average Return 0.45%
Number of Years Up 8
Number of Years Down 4
Best 1Y Total Return (Apr 29, 2025) 4.27%
Worst 1Y Total Return (Apr 29, 2025) --
Best 3Y Total Return 4.27%
Worst 3Y Total Return -1.02%

Trailing Returns (%) Vs. Benchmarks

Monthly Total Returns
TEPCX
Category
YTD
0.68%
0.39%
1-Month
-0.56%
0.04%
3-Month
0.68%
0.38%
1-Year
2.29%
1.72%
3-Year
1.29%
2.21%
5-Year
0.46%
1.47%
10-Year
0.67%
1.49%
Last Bull Market
2.87%
1.96%
Last Bear Market
-1.21%
2.01%

Annual Total Return (%) History

Year
TEPCX
Category
2025
--
--
2024
1.40%
--
2023
2.89%
--
2022
-4.94%
--
2021
-0.76%
--
2020
2.80%
2.28%
2019
3.40%
3.12%
2018
0.19%
1.18%

2017
1.82%
1.69%
2016
-0.99%
-0.15%
2015
1.06%
0.70%
2014
4.27%
1.44%
2013
-1.74%
-0.07%
2012
--
1.92%

Past Quarterly Returns

YearQ1Q2Q3Q4
2025 0.68% -- -- --
2024 -0.20% 0.20% 2.19% -0.77%
2023 1.19% -0.76% -1.58% 4.11%
2022 -3.90% -1.21% -1.89% 2.07%
2021 -0.36% 0.20% -0.40% -0.20%
2020 -0.45% 2.11% 0.57% 0.55%
2019 1.37% 1.18% 0.33% 0.48%
2018 -0.61% 0.24% -0.25% 0.82%
2017 0.95% 0.81% 0.43% -0.37%
2016 0.84% 1.28% -0.35% -2.70%

2015 0.56% -0.88% 0.82% 0.57%
2014 1.61% 1.49% 0.75% 0.36%
2013 0.52% -2.54% -0.03% 0.32%
2012 1.76% 0.21% -- --

Rank in Category (By Total Return)

YTD 80
1-Month 79
3-Month 80
1-Year 88
3-Year 98
5-Year 99

Load Adjusted Returns

1-Year 1.29%
3-Year 1.29%
5-Year 0.46%
10-Year 0.67%

Performance & Risk

YTD Return 0.20%
5y Average Return 0.45%
Rank in Category (ytd) 80
% Rank in Category (ytd) --
Beta (5Y Monthly) 0.49
Morningstar Risk Rating

Fund Overview

Category Muni National Short
Fund Family American Funds
Net Assets 395.1M
YTD Return 0.68%
Yield 1.74%
Morningstar Rating
Inception Date Jan 27, 2017

Fund Summary

The fund invests in a mix of American Funds fixed income funds. It will principally invest in funds that seek current income through investments in bonds or in other fixed income instruments. The underlying funds may hold securities issued and guaranteed by the U.S. government, securities issued by federal agencies and instrumentalities and securities backed by mortgages or other assets.

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