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AIBAX: INTERMEDIATE BOND FUND OF AMERICA CLASS A (MUTUAL FUND)
Basic Info 12.32 0.02(0.16%) May 17
Asset Class: | Short-Term Bond |
MyPlanIQ Rating: | (50%) |
Start Date: | 03/25/1988 |
Last Dividend Date: | 04/30/2024 |
12-Mo. Yield | 3.60% |
Expenses | 0.29% |
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Performance Analytics (As of 05/16/2024)
Not up-to-date? TryLast 1 Week* | YTD*(2024) | 1 Yr | 3 Yr | 5 Yr | 10 Yr | 15 Yr | 20 Yr | Since 06/21/1996 |
2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | 2013 | 2012 | 2011 | 2010 | 2009 | 2008 | 2007 | 2006 | 2005 | 2004 | 2003 | 2002 | 2001 | 2000 | 1999 | 1998 | 1997 | 1996 | 1995 | 1994 | 1993 | 1992 | 1991 | 1990 | 1989 | 1988 | |
---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
Annualized Return(%) | 0.2 | -0.6 | 1.4 | -1.4 | 0.9 | 1.1 | 1.7 | 2.0 | 3.1 | 4.4 | -7.6 | -0.9 | 7.4 | 4.5 | 0.9 | 1.0 | 1.1 | 0.9 | 1.9 | -1.2 | 2.7 | 3.7 | 4.5 | 6.4 | -1.4 | 5.0 | 4.0 | 1.6 | 2.0 | 2.4 | 6.7 | 7.0 | 10.1 | 1.0 | 6.7 | 7.0 | 4.2 | 13.9 | -3.0 | 8.6 | 6.4 | 14.3 | 7.9 | 10.2 | 3.8 |
Sharpe Ratio | NA | -1.35 | -0.72 | -0.82 | -0.18 | 0.0 | NA | NA | 0.63 | 0.03 | -1.8 | -0.63 | 2.86 | 1.38 | -0.23 | 0.18 | 0.47 | 0.34 | 1.02 | -0.62 | 1.82 | 1.6 | 1.53 | 1.86 | -0.54 | 0.76 | 0.34 | -0.26 | 0.44 | 0.62 | 2.01 | 1.35 | 1.5 | -0.69 | 1.11 | 1.33 | 0.18 | 3.06 | -1.44 | 2.02 | 0.94 | 2.88 | 0.7 | 1.41 | 0.03 |
Draw Down(%) | NA | 2.6 | 4.6 | 10.9 | 11.0 | 11.0 | NA | NA | 11.0 | 4.9 | 10.2 | 1.2 | 3.2 | 1.2 | 1.5 | 1.4 | 2.3 | 1.4 | 1.1 | 2.8 | 0.7 | 1.0 | 2.6 | 1.3 | 5.9 | 1.3 | 0.9 | 1.4 | 2.4 | 2.5 | 1.7 | 2.3 | 2.0 | 2.2 | 2.1 | 1.0 | 2.5 | 1.5 | 6.1 | 2.0 | 3.1 | 1.2 | 2.3 | 1.7 | 1.6 |
Standard Deviation(%) | NA | 4.3 | 5.0 | 4.7 | 3.9 | 3.1 | NA | NA | 3.1 | 5.8 | 5.0 | 1.5 | 2.5 | 2.3 | 1.7 | 1.8 | 2.0 | 2.6 | 1.9 | 1.9 | 1.5 | 2.3 | 2.9 | 3.4 | 4.4 | 2.7 | 2.2 | 2.1 | 2.3 | 2.7 | 2.8 | 3.5 | 4.0 | 3.2 | 3.1 | 2.6 | 3.6 | 3.3 | 4.1 | 3.2 | 4.2 | 3.7 | 3.8 | 3.2 | 3.2 |
Treynor Ratio | NA | -0.04 | -0.02 | -0.03 | -0.01 | 0.0 | NA | NA | 0.02 | 0.0 | -0.07 | -0.01 | 0.12 | 0.03 | 0.0 | 0.0 | 0.01 | 0.01 | 0.02 | -0.01 | 0.03 | 0.03 | 0.04 | 0.07 | -0.03 | 0.03 | 0.01 | -0.01 | 0.01 | 0.02 | 0.08 | 0.06 | 0.1 | -0.03 | 0.06 | 0.07 | 0.01 | 0.12 | -0.07 | 0.08 | 0.05 | 0.14 | 0.05 | 0.12 | 0.0 |
Alpha | NA | -0.01 | -0.01 | 0.0 | 0.0 | 0.0 | NA | NA | 0.0 | -0.01 | 0.0 | 0.0 | 0.02 | -0.01 | 0.0 | 0.0 | -0.01 | 0.0 | 0.0 | -0.01 | -0.01 | 0.01 | -0.01 | -0.02 | 0.01 | 0.0 | 0.0 | 0.0 | 0.0 | -0.01 | 0.01 | 0.0 | 0.01 | -0.01 | 0.01 | 0.01 | 0.0 | 0.01 | -0.01 | 0.01 | 0.0 | 0.01 | 0.0 | 0.01 | 0.0 |
Beta | NA | 1.48 | 1.52 | 1.35 | 1.18 | 1.16 | NA | NA | 0.83 | 1.53 | 1.21 | 0.76 | 0.58 | 1.11 | 0.93 | 1.01 | 1.01 | 1.41 | 1.07 | 1.19 | 0.89 | 1.18 | 1.25 | 0.9 | 0.71 | 0.72 | 0.68 | 0.74 | 0.85 | 0.91 | 0.73 | 0.75 | 0.63 | 0.8 | 0.59 | 0.5 | 0.8 | 0.81 | 0.91 | 0.83 | 0.81 | 0.75 | 0.54 | 0.37 | 0.27 |
RSquared | NA | 0.89 | 0.92 | 0.84 | 0.75 | 0.73 | NA | NA | 0.44 | 0.91 | 0.8 | 0.52 | 0.45 | 0.72 | 0.55 | 0.54 | 0.71 | 0.78 | 0.6 | 0.69 | 0.56 | 0.64 | 0.73 | 0.57 | 0.42 | 0.44 | 0.31 | 0.32 | 0.56 | 0.54 | 0.51 | 0.47 | 0.16 | 0.42 | 0.29 | 0.22 | 0.43 | 0.47 | 0.39 | 0.34 | 0.34 | 0.31 | 0.19 | 0.15 | 0.07 |
Yield(%) | N/A | 1.3 | 3.6 | 2.3 | 2.5 | 2.0 | 2.1 | 2.4 | N/A | 3.5 | 2.0 | 1.0 | 3.3 | 2.8 | 1.7 | 1.1 | 1.8 | 1.6 | 1.1 | 1.4 | 1.8 | 2.2 | 2.4 | 3.2 | 4.1 | 4.4 | 4.2 | 3.4 | 3.0 | 2.7 | 4.1 | 5.8 | 5.9 | 5.5 | 5.9 | 6.4 | 6.4 | 7.4 | 6.9 | 6.8 | 7.5 | 8.7 | 8.7 | 8.9 | 7.2 |
Dividend Growth(%) | N/A | -62.8 | 41.1 | -6.3 | 70.3 | -31.2 | N/A | N/A | N/A | 59.3 | 92.9 | -68.9 | 21.6 | 60.9 | 64.3 | -41.7 | 14.3 | 40.0 | -21.1 | -20.8 | -17.2 | -9.4 | -20.0 | -28.6 | -5.1 | 5.4 | 19.1 | 11.9 | 10.5 | -30.9 | -29.5 | 2.6 | 2.7 | -7.5 | -7.0 | -2.3 | -8.3 | -2.0 | 2.1 | -10.3 | -9.3 | -1.7 | -1.6 | 19.6 | N/A |
*: NOT annualized;YTD: Year to Date
**Inception: starting from 06/21/1996
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