American Tax Exempt Funds Summary Page

for period ending May 31, 2025

More ways to view this list of American funds:
by Category: Balanced, High Yield, Infl Protected, Intermed Term, International, Large Cap, Mortg Backed, Multisector, Regions, Short Term, Target Risk, Tax Exempt

In the scatterplots below the dots nearest the top left indicate the best risk vs. return combination. Select any dot to see its ticker symbol or id. Click any dot to see details. Use the table below to compare performance of all the American funds.
Sort any column by clicking the heading in the gray row. Click any American fund name below for full details.

Maximum Drawdown vs. Annual Return

● American Funds: Tax Exempt ● S&P 500 (SPY) ● U.S. Bonds (BND) ● Balanced (60% Equity / 40% Bonds)

American Fund Name	ID	Peer Group	1 month	YTD	1 year	3 year	5 year	10 year	15 year	20 year	15 year	20 year
					Total Return, annualized %						Max DrawDown
U.S. Total Bond Market	BND	Benchmark	-0.7%	2.5%	5.4%	*	*	*	*	*	*	*
S&P 500	SPY	Benchmark	6.3%	0.9%	13.2%	*	*	*	*	*	*	*
Strategic 60-40 Portfolio	s.6040	Benchmark	3.5%	1.3%	10.0%	*	*	*	*	*	*	*
Short Duration Muni Income ETF	CGSM	Fixed Income	0.6%	1.2%	4.7%	*	*	*	*	*	*	*
Municipal Income ETF	CGMU	Fixed Income	0.1%	0.0%	3.1%	*	*	*	*	*	*	*
Municipal High-Income ETF	CGHM	Fixed Income	-0.3%	-1.6%		*	*	*	*	*	*	*
Shrt-Term Tx-Exmpt Bd A	ASTEX	Fixed Income	0.5%	1.4%	4.1%	*	*	*	*	*	*	*
Tax-Exempt Fund of NY A	NYAAX	Fixed Income	-0.9%	-2.6%	0.8%	*	*	*	*	*	*	*
High-Income Municipal Bond A	AMHIX	Fixed Income	-0.1%	-1.3%	3.6%	*	*	*	*	*	*	*
Ltd-Term Tx-Ex Bd A	LTEBX	Fixed Income	0.6%	1.0%	3.9%	*	*	*	*	*	*	*
Tax-Exempt Bond A	AFTEX	Fixed Income	-0.3%	-1.2%	2.1%	*	*	*	*	*	*	*
Tax-Exempt Fund of CA A	TAFTX	Fixed Income	-0.4%	-1.6%	1.4%	*	*	*	*	*	*	*
Tax-Exempt Presv Port A	TEPAX	Fixed Income	0.6%	1.2%	3.5%	*	*	*	*	*	*	*