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CBOAX: INTERMEDIATE BOND FUND OF AMERICA CLASS 529-A (MUTUAL FUND)
Basic Info 12.23 0.04(0.33%) April 17
Asset Class: | Short-Term Bond |
MyPlanIQ Rating: | (48%) |
Start Date: | 02/27/2002 |
Last Dividend Date: | 03/28/2024 |
12-Mo. Yield | 3.26% |
Expenses | 0.29% |
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Performance Analytics (As of 04/12/2024)
Not up-to-date? TryLast 1 Week* | YTD*(2024) | 1 Yr | 3 Yr | 5 Yr | 10 Yr | 15 Yr | 20 Yr | Since 03/15/2002 |
2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | 2013 | 2012 | 2011 | 2010 | 2009 | 2008 | 2007 | 2006 | 2005 | 2004 | 2003 | 2002 | |
---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
Annualized Return(%) | 0.0 | -1.6 | 0.8 | -1.7 | 0.9 | 1.0 | 1.7 | 1.9 | 1.9 | 4.4 | -7.6 | -0.7 | 7.3 | 4.5 | 0.8 | 0.9 | 1.1 | 0.8 | 1.8 | -1.3 | 2.6 | 3.6 | 4.6 | 6.3 | -1.5 | 5.0 | 4.0 | 1.6 | 1.9 | 1.2 | 2.3 |
Sharpe Ratio | NA | -1.87 | -0.7 | -0.8 | -0.17 | -0.01 | NA | NA | 0.3 | 0.03 | -1.8 | -0.5 | 2.86 | 1.36 | -0.27 | 0.16 | 0.43 | 0.3 | 0.98 | -0.68 | 1.77 | 1.57 | 1.56 | 1.85 | -0.55 | 0.74 | 0.33 | -0.27 | 0.42 | 0.18 | 0.62 |
Draw Down(%) | NA | 2.2 | 4.9 | 10.7 | 10.8 | 10.8 | NA | NA | 10.8 | 4.9 | 10.2 | 1.2 | 3.2 | 1.2 | 1.6 | 1.4 | 2.4 | 1.4 | 1.2 | 2.8 | 0.7 | 1.0 | 2.6 | 1.3 | 5.9 | 1.3 | 0.9 | 1.4 | 2.4 | 2.5 | 1.7 |
Standard Deviation(%) | NA | 4.5 | 5.1 | 4.7 | 3.9 | 3.1 | NA | NA | 2.9 | 5.8 | 5.0 | 1.5 | 2.5 | 2.3 | 1.7 | 1.7 | 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 | 2.6 |
Treynor Ratio | NA | -0.06 | -0.02 | -0.03 | -0.01 | 0.0 | NA | NA | 0.01 | 0.0 | -0.07 | -0.01 | 0.12 | 0.03 | -0.01 | 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 | 0.01 | 0.02 |
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 | 0.0 |
Beta | NA | 1.49 | 1.52 | 1.34 | 1.17 | 1.16 | NA | NA | 0.98 | 1.53 | 1.21 | 0.77 | 0.58 | 1.11 | 0.92 | 1.02 | 1.0 | 1.4 | 1.06 | 1.19 | 0.88 | 1.17 | 1.26 | 0.9 | 0.71 | 0.72 | 0.68 | 0.74 | 0.85 | 0.9 | 0.67 |
RSquared | NA | 0.92 | 0.92 | 0.84 | 0.75 | 0.73 | NA | NA | 0.6 | 0.91 | 0.8 | 0.53 | 0.45 | 0.71 | 0.55 | 0.59 | 0.7 | 0.77 | 0.6 | 0.69 | 0.56 | 0.63 | 0.74 | 0.57 | 0.42 | 0.44 | 0.31 | 0.32 | 0.56 | 0.55 | 0.52 |
*: NOT annualized;YTD: Year to Date
**Inception: starting from 03/15/2002
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