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BFABX: BOND FUND OF AMERICA CLASS B (MUTUAL FUND)
Basic Info
Asset Class: | Intermediate-Term Bond |
MyPlanIQ Rating: | Not Rated |
Start Date: | 03/23/2000 |
Last Dividend Date: | 03/31/2017 |
12-Mo. Yield | 0.20% |
Expenses | 1.36% |
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Performance Analytics (As of 07/31/2020)
Not up-to-date? TryLast 1 Week* | 1 Yr | 3 Yr | 5 Yr | 10 Yr | 15 Yr | Since 04/03/2000 |
2017 | 2016 | 2015 | 2014 | 2013 | 2012 | 2011 | 2010 | 2009 | 2008 | 2007 | 2006 | 2005 | 2004 | 2003 | 2002 | 2001 | 2000 | |
---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
Annualized Return(%) | 0.0 | 0.0 | 0.0 | 0.4 | 1.5 | 3.3 | 3.4 | 1.1 | 2.0 | -0.5 | 4.7 | -2.7 | 5.1 | 5.7 | 6.2 | 14.1 | -12.9 | 2.6 | 5.1 | 0.7 | 4.4 | 11.8 | 5.9 | 5.3 | 1.6 |
Sharpe Ratio | NA | -0.06 | 0.46 | 0.47 | 0.51 | NA | 0.66 | 1.02 | 0.6 | -0.14 | 1.79 | -0.82 | 2.31 | 1.63 | 1.7 | 3.23 | -2.59 | -0.13 | 0.73 | -0.58 | 0.94 | 2.62 | 1.2 | 0.82 | -0.67 |
Draw Down(%) | NA | 4.2 | 4.2 | 5.3 | 17.5 | NA | 17.5 | 1.6 | 4.2 | 3.2 | 1.3 | 5.3 | 1.0 | 1.5 | 3.7 | 4.1 | 17.5 | 2.1 | 1.3 | 2.2 | 4.4 | 4.4 | 4.3 | 2.4 | 3.4 |
Standard Deviation(%) | NA | 3.1 | 3.2 | 3.1 | 3.6 | NA | 3.5 | 3.5 | 3.0 | 3.8 | 2.6 | 3.4 | 2.2 | 3.5 | 3.6 | 4.3 | 5.3 | 2.9 | 2.5 | 2.5 | 3.7 | 4.2 | 4.0 | 3.6 | 3.0 |
Treynor Ratio | NA | 0.0 | 0.02 | 0.02 | 0.03 | NA | 0.04 | 0.04 | 0.03 | -0.01 | 0.06 | -0.03 | 0.08 | 0.08 | 0.09 | 0.26 | -0.26 | -0.01 | 0.03 | -0.03 | 0.05 | 0.16 | 0.1 | 0.07 | -0.05 |
Alpha | NA | -0.01 | 0.0 | -0.01 | -0.01 | NA | 0.0 | -0.01 | 0.0 | -0.01 | 0.0 | -0.01 | 0.0 | 0.0 | 0.0 | 0.02 | -0.04 | -0.01 | 0.0 | -0.01 | 0.0 | 0.03 | 0.0 | 0.0 | -0.02 |
Beta | NA | 0.86 | 0.82 | 0.81 | 0.63 | NA | 0.58 | 0.95 | 0.7 | 0.87 | 0.82 | 0.85 | 0.65 | 0.67 | 0.66 | 0.54 | 0.53 | 0.48 | 0.54 | 0.49 | 0.67 | 0.69 | 0.46 | 0.4 | 0.37 |
RSquared | NA | 0.89 | 0.86 | 0.87 | 0.75 | NA | 0.66 | 0.91 | 0.75 | 0.93 | 0.87 | 0.91 | 0.84 | 0.89 | 0.89 | 0.75 | 0.61 | 0.57 | 0.6 | 0.53 | 0.75 | 0.72 | 0.38 | 0.46 | 0.34 |
Yield(%) | N/A | 0.9 | 1.1 | 1.4 | 2.4 | 3.1 | N/A | 0.3 | 0.9 | 1.1 | 1.5 | 1.7 | 1.9 | 2.6 | 2.8 | 4.2 | 5.1 | 4.5 | 3.9 | 3.6 | 3.0 | 5.0 | 6.1 | 5.1 | 3.1 |
Dividend Growth(%) | N/A | -14.3 | -45.5 | -62.1 | N/A | N/A | N/A | -63.6 | -21.4 | -26.3 | -13.6 | -8.3 | -25.0 | -3.0 | -26.7 | -32.8 | 11.7 | 15.4 | 6.1 | 19.5 | -34.9 | -19.2 | 18.2 | 65.0 | N/A |
*: NOT annualized;YTD: Year to Date
**Inception: starting from 04/03/2000
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