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RBFFX: BOND FUND OF AMERICA CLASS R-5 (MUTUAL FUND)
Basic Info 11 0.04(0.36%) May 01
Asset Class: | Intermediate-Term Bond |
MyPlanIQ Rating: | (75%) |
Start Date: | 05/23/2002 |
Last Dividend Date: | 03/28/2024 |
12-Mo. Yield | 3.84% |
Expenses | 0.33% |
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Performance Analytics (As of 04/26/2024)
Not up-to-date? TryLast 1 Week* | YTD*(2024) | 1 Yr | 3 Yr | 5 Yr | 10 Yr | 15 Yr | 20 Yr | Since 05/31/2002 |
2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | 2013 | 2012 | 2011 | 2010 | 2009 | 2008 | 2007 | 2006 | 2005 | 2004 | 2003 | 2002 | |
---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
Annualized Return(%) | 0.1 | -3.2 | -0.8 | -3.3 | 0.6 | 1.7 | 3.3 | 2.8 | 3.2 | 5.1 | -12.5 | -0.6 | 11.1 | 8.3 | 0.2 | 3.5 | 3.1 | 0.5 | 5.9 | -1.7 | 6.2 | 6.8 | 7.3 | 15.3 | -12.0 | 3.7 | 6.2 | 1.6 | 5.3 | 13.0 | 1.4 |
Sharpe Ratio | NA | -2.17 | -0.75 | -0.85 | -0.16 | 0.12 | NA | NA | 0.51 | 0.11 | -1.92 | -0.21 | 2.25 | 2.0 | -0.38 | 1.01 | 0.95 | 0.13 | 2.16 | -0.51 | 2.71 | 1.9 | 1.95 | 3.44 | -2.39 | 0.22 | 1.11 | -0.2 | 1.15 | 2.83 | 0.29 |
Draw Down(%) | NA | 4.0 | 7.7 | 17.1 | 17.1 | 17.1 | NA | NA | 17.1 | 7.8 | 16.4 | 3.2 | 6.7 | 2.1 | 2.9 | 1.5 | 3.8 | 2.9 | 1.3 | 5.0 | 1.0 | 1.4 | 3.6 | 3.9 | 16.9 | 2.0 | 1.2 | 2.2 | 4.3 | 4.2 | 6.0 |
Standard Deviation(%) | NA | 6.4 | 7.2 | 6.6 | 5.8 | 4.7 | NA | NA | 4.2 | 7.7 | 7.3 | 3.2 | 4.8 | 3.5 | 3.0 | 2.9 | 3.0 | 3.9 | 2.7 | 3.4 | 2.3 | 3.6 | 3.7 | 4.4 | 5.4 | 3.0 | 2.6 | 2.6 | 3.7 | 4.3 | 4.2 |
Treynor Ratio | NA | -0.13 | -0.06 | -0.06 | -0.01 | 0.01 | NA | NA | 0.03 | 0.01 | -0.17 | -0.01 | 0.14 | 0.07 | -0.01 | 0.03 | 0.04 | 0.01 | 0.07 | -0.02 | 0.09 | 0.1 | 0.11 | 0.28 | -0.24 | 0.01 | 0.06 | -0.01 | 0.06 | 0.18 | 0.03 |
Alpha | NA | -0.01 | -0.01 | 0.0 | 0.0 | 0.0 | NA | NA | 0.0 | -0.01 | 0.0 | 0.0 | 0.01 | -0.01 | 0.0 | 0.0 | 0.0 | 0.0 | 0.0 | 0.0 | 0.0 | 0.01 | 0.0 | 0.02 | -0.04 | 0.0 | 0.01 | 0.0 | 0.01 | 0.03 | -0.02 |
Beta | NA | 1.04 | 0.98 | 0.9 | 0.89 | 0.89 | NA | NA | 0.73 | 0.97 | 0.83 | 0.79 | 0.79 | 1.0 | 1.02 | 0.97 | 0.73 | 0.9 | 0.85 | 0.87 | 0.69 | 0.69 | 0.68 | 0.54 | 0.53 | 0.47 | 0.53 | 0.48 | 0.66 | 0.7 | 0.46 |
RSquared | NA | 0.96 | 0.95 | 0.94 | 0.9 | 0.89 | NA | NA | 0.77 | 0.94 | 0.95 | 0.88 | 0.73 | 0.9 | 0.82 | 0.89 | 0.77 | 0.94 | 0.89 | 0.92 | 0.87 | 0.89 | 0.89 | 0.72 | 0.59 | 0.51 | 0.53 | 0.47 | 0.71 | 0.68 | 0.4 |
Yield(%) | N/A | 1.0 | 3.8 | 2.9 | 3.7 | 3.0 | 3.7 | 3.6 | N/A | 4.0 | 2.6 | 2.3 | 5.6 | 4.2 | 2.6 | 2.0 | 2.1 | 2.1 | 2.5 | 2.7 | 3.0 | 3.9 | 3.8 | 5.2 | 6.0 | 5.8 | 5.6 | 5.1 | 4.4 | 6.5 | 1.3 |
Dividend Growth(%) | N/A | -73.9 | 12.8 | -26.4 | 65.5 | -32.2 | N/A | N/A | N/A | 31.4 | 9.4 | -56.8 | 39.6 | 55.9 | 30.8 | 0.0 | -3.7 | -12.9 | -11.4 | -5.4 | -22.9 | 6.7 | -19.6 | -29.1 | 2.6 | 4.1 | 7.2 | 16.9 | -28.0 | 412.5 | N/A |
*: NOT annualized;YTD: Year to Date
**Inception: starting from 05/31/2002
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