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American Funds LtdTerm TxEx Bd F1 (LTXFX)

Nasdaq - Nasdaq Delayed price. Currency in USD
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15.16-0.01 (-0.07%)
At close: 08:00PM EDT

Performance overview

Morningstar return ratingN/A1
Year-to-date return-0.21%
5-year average return0.84%
Number of years up18
Number of years down4
Best 1-yr total return (6 Jun 2024)9.42%
Worst 1-yr total return (6 Jun 2024)N/A
Best 3-yr total return9.42%
Worst 3-yr total return-0.36%

Trailing returns (%) vs. Benchmarks

Time periods longer than one year are annualised.
ReturnLTXFXCategory
YTD-0.91%0.39%
1-month-0.20%0.04%
3-month-0.87%0.38%
1-year2.49%1.72%
3-year-0.74%2.21%
5-year0.73%1.47%
10-year1.19%1.49%
Last bull market5.02%1.96%
Last bear market-1.26%2.01%

Annual total return (%) history

Year
LTXFXCategory
2024
N/AN/A
2023
3.97%N/A
2022
-4.86%N/A
2021
0.00%N/A
2020
3.98%2.28%
2019
4.60%3.12%
2018
1.00%1.18%
2017
2.69%1.69%
2016
-0.31%-0.15%
2015
1.29%0.70%
2014
3.29%1.44%
2013
-0.23%-0.07%
2012
3.74%1.92%
2011
7.43%3.60%
2010
3.61%1.61%
2009
9.42%5.91%
2008
-1.32%0.86%
2007
3.23%3.31%
2006
3.60%2.95%
2005
1.52%1.21%
2004
2.68%1.19%
2003
4.19%2.44%
2002
7.70%5.39%
2001
N/A4.77%

Past quarterly returns (%)

YearQ1Q2Q3Q4
2024-0.05%N/AN/AN/A
20231.63%-0.59%-1.69%4.69%
2022-4.13%-1.26%-2.01%2.57%
2021-0.27%0.50%-0.32%0.10%
2020-0.36%2.46%0.86%0.99%
20191.77%1.50%0.63%0.64%
2018-0.48%0.49%-0.09%1.08%
20171.07%1.01%0.74%-0.16%
20160.89%1.00%-0.15%-2.03%
20150.55%-0.56%0.88%0.42%
20141.12%1.29%0.64%0.20%
20130.76%-1.93%0.47%0.50%
20120.60%1.29%1.56%0.24%
20110.29%2.93%2.09%1.94%
20101.16%1.81%2.90%-2.23%
20092.41%1.77%5.60%-0.58%
20080.47%-0.45%-1.33%-0.01%
20070.74%-0.38%1.82%1.02%
20060.08%0.23%2.61%0.66%
2005-0.81%2.00%0.05%0.29%
20041.42%-2.08%2.64%0.73%
20030.95%2.10%0.24%0.86%
20020.41%3.45%3.47%0.20%
20011.01%2.36%-1.04%N/A

Rank in category (by total return)

YTD91
1-month90
3-month92
1-year79
3-year88
5-year72

Load adjusted returns

1-year2.49%
3-year-0.74%
5-year0.73%
10-year1.19%