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ASBAX: SHORT-TERM BOND FUND OF AMERICA CLASS A (MUTUAL FUND)
Basic Info 9.59 0(0.0%) July 08
| Asset Class: | Short-Term Bond |
| MyPlanIQ Rating: | (33%) |
| Start Date: | 10/30/2006 |
| Last Dividend Date: | 05/30/2025 |
| 12-Mo. Yield | 3.72% |
| Expenses | 0.39% |
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Performance Analytics (As of 07/03/2025)
Not up-to-date? Try| Last 1 Week* | YTD*(2025) | 1 Yr | 3 Yr | 5 Yr | 10 Yr | 15 Yr | Since 10/30/2006 |
2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | 2013 | 2012 | 2011 | 2010 | 2009 | 2008 | 2007 | 2006 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return(%) | -0.3 | 2.3 | 5.1 | 3.1 | 1.0 | 1.4 | 1.1 | 1.5 | 4.3 | 3.9 | -3.8 | -0.9 | 2.5 | 2.9 | 1.1 | 0.8 | 1.0 | 0.4 | 0.5 | -0.3 | 0.8 | 1.1 | 2.0 | 3.5 | 1.1 | 5.0 | 0.7 |
| Sharpe Ratio | NA | 0.75 | 0.92 | -0.08 | -0.48 | -0.03 | NA | 0.3 | 0.32 | 0.09 | -2.32 | -1.28 | 1.26 | 0.92 | -0.21 | 0.15 | 0.67 | 0.25 | 0.48 | -0.28 | 0.95 | 1.1 | 1.29 | 1.55 | 0.07 | 1.0 | 0.52 |
| Draw Down(%) | NA | 0.7 | 0.9 | 2.6 | 6.8 | 6.8 | NA | 6.8 | 0.9 | 1.8 | 5.1 | 1.0 | 1.7 | 0.5 | 0.9 | 0.6 | 0.9 | 0.6 | 0.6 | 1.4 | 0.3 | 0.5 | 1.2 | 1.0 | 2.2 | 0.6 | 0.3 |
| Standard Deviation(%) | NA | 2.1 | 2.1 | 2.5 | 2.2 | 1.8 | NA | 1.7 | 2.2 | 3.1 | 2.3 | 0.7 | 1.8 | 1.6 | 1.4 | 1.1 | 1.2 | 1.3 | 0.9 | 1.2 | 0.8 | 1.0 | 1.4 | 2.2 | 2.6 | 1.8 | 1.8 |
| Treynor Ratio | NA | 0.02 | 0.03 | 0.0 | -0.02 | 0.0 | NA | 0.01 | 0.01 | 0.0 | -0.1 | -0.04 | 0.07 | 0.02 | 0.0 | 0.0 | 0.02 | 0.01 | 0.01 | -0.01 | 0.02 | 0.03 | 0.03 | 0.06 | 0.0 | 0.03 | 0.02 |
| Alpha | NA | 0.0 | 0.0 | 0.0 | 0.0 | 0.0 | NA | 0.0 | 0.0 | -0.01 | 0.0 | 0.0 | 0.0 | -0.01 | 0.0 | 0.0 | 0.0 | 0.0 | 0.0 | 0.0 | 0.0 | 0.0 | 0.0 | -0.02 | 0.01 | 0.0 | -0.01 |
| Beta | NA | 0.65 | 0.66 | 0.68 | 0.62 | 0.58 | NA | 0.55 | 0.68 | 0.73 | 0.56 | 0.24 | 0.32 | 0.71 | 0.61 | 0.51 | 0.51 | 0.59 | 0.38 | 0.61 | 0.4 | 0.4 | 0.56 | 0.61 | 0.46 | 0.63 | 0.61 |
| RSquared | NA | 0.75 | 0.75 | 0.75 | 0.68 | 0.6 | NA | 0.58 | 0.74 | 0.74 | 0.81 | 0.23 | 0.27 | 0.59 | 0.38 | 0.39 | 0.49 | 0.52 | 0.3 | 0.5 | 0.35 | 0.43 | 0.59 | 0.63 | 0.5 | 0.74 | 0.68 |
| Yield(%) | N/A | 1.7 | 3.7 | 3.2 | 2.1 | 1.7 | 1.4 | N/A | 4.0 | 3.2 | 1.3 | 0.4 | 1.1 | 1.8 | 1.7 | 1.1 | 0.9 | 1.0 | 0.5 | 0.6 | 0.9 | 1.1 | 1.3 | 1.6 | 3.1 | 4.6 | 0.7 |
| Dividend Growth(%) | N/A | -58.5 | -1.7 | 231.4 | 53.4 | N/A | N/A | N/A | 25.3 | 135.7 | 207.1 | -62.5 | -36.9 | 6.3 | 49.8 | 22.5 | -6.2 | 110.9 | -24.6 | -35.1 | -13.8 | -13.5 | -21.3 | -49.0 | -31.0 | 514.9 | N/A |
*: NOT annualized;YTD: Year to Date
**Inception: starting from 10/30/2006
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