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IBFBX: INTERMEDIATE BOND FUND OF AMERICA CLASS B (MUTUAL FUND)
Basic Info
| Asset Class: | Short-Term Bond |
| MyPlanIQ Rating: |
Not Rated
|
| Start Date: | 03/27/2000 |
| Last Dividend Date: | 03/31/2017 |
| 12-Mo. Yield | 1.06% |
| Expenses | 1.36% |
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Performance Analytics (As of 08/24/2020)
Not up-to-date? Try| Last 1 Week* | 1 Yr | 3 Yr | 5 Yr | 10 Yr | 15 Yr | Since 03/27/2000 |
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 | -0.1 | 0.4 | 1.9 | 2.4 | -0.3 | 0.4 | 0.2 | 1.2 | -1.9 | 2.0 | 2.9 | 3.8 | 5.6 | -2.1 | 4.3 | 3.3 | 0.9 | 1.3 | 1.9 | 6.4 | 5.3 | 5.8 |
| Sharpe Ratio | NA | -0.87 | 0.01 | 0.02 | 0.41 | NA | 0.49 | -0.66 | 0.1 | 0.06 | 0.63 | -1.02 | 1.35 | 1.31 | 1.31 | 1.66 | -0.71 | 0.49 | 0.01 | -0.62 | 0.16 | 0.46 | 1.91 | 0.92 | 0.89 |
| Draw Down(%) | NA | 2.6 | 2.6 | 3.0 | 6.4 | NA | 6.4 | 1.0 | 2.6 | 1.5 | 1.3 | 3.0 | 0.8 | 1.1 | 2.6 | 1.3 | 6.4 | 1.4 | 1.0 | 1.5 | 2.5 | 2.4 | 1.7 | 2.4 | 2.0 |
| Standard Deviation(%) | NA | 2.1 | 2.2 | 2.0 | 2.6 | NA | 2.7 | 2.5 | 1.9 | 2.6 | 1.8 | 1.9 | 1.4 | 2.2 | 2.8 | 3.3 | 4.3 | 2.6 | 2.1 | 2.0 | 2.3 | 2.7 | 2.8 | 3.3 | 4.0 |
| Treynor Ratio | NA | -0.02 | 0.0 | 0.0 | 0.01 | NA | 0.02 | -0.02 | 0.0 | 0.0 | 0.01 | -0.02 | 0.02 | 0.03 | 0.03 | 0.06 | -0.04 | 0.02 | 0.0 | -0.02 | 0.0 | 0.01 | 0.07 | 0.04 | 0.07 |
| Alpha | NA | -0.01 | -0.01 | -0.01 | -0.01 | NA | 0.0 | -0.02 | -0.01 | 0.0 | 0.0 | -0.01 | -0.01 | 0.0 | -0.01 | -0.03 | 0.0 | 0.0 | 0.0 | 0.0 | 0.0 | -0.01 | 0.01 | 0.0 | 0.0 |
| Beta | NA | 0.98 | 1.11 | 1.08 | 0.88 | NA | 0.81 | 1.04 | 0.96 | 1.36 | 0.96 | 1.13 | 0.79 | 1.1 | 1.21 | 0.9 | 0.71 | 0.72 | 0.66 | 0.74 | 0.86 | 0.9 | 0.73 | 0.71 | 0.55 |
| RSquared | NA | 0.6 | 0.65 | 0.62 | 0.54 | NA | 0.47 | 0.47 | 0.68 | 0.75 | 0.53 | 0.65 | 0.48 | 0.59 | 0.7 | 0.58 | 0.43 | 0.46 | 0.33 | 0.35 | 0.58 | 0.55 | 0.52 | 0.47 | 0.13 |
| Yield(%) | N/A | 1.1 | 0.8 | 0.7 | 1.5 | 2.0 | N/A | 0.1 | 1.1 | 0.8 | 0.5 | 0.6 | 1.0 | 1.4 | 1.6 | 2.4 | 3.4 | 3.7 | 3.4 | 2.8 | 2.3 | 2.3 | 3.7 | 4.2 | 2.0 |
| Dividend Growth(%) | N/A | 39.4 | -18.2 | -68.4 | N/A | N/A | N/A | -92.3 | 36.2 | 56.7 | -14.1 | -42.2 | -30.1 | -7.2 | -31.6 | -33.2 | -9.5 | 8.4 | 19.9 | 20.9 | 1.3 | -36.0 | -12.7 | 123.7 | N/A |
*: NOT annualized;YTD: Year to Date
**Inception: starting from 03/27/2000
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