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IBFCX: INTERMEDIATE BOND FUND OF AMERICA CLASS C (MUTUAL FUND)
Basic Info 12.59 0.04(0.32%) July 03
| Asset Class: | Short-Term Bond |
| MyPlanIQ Rating: | (41%) |
| Start Date: | 03/27/2001 |
| Last Dividend Date: | 05/30/2025 |
| 12-Mo. Yield | 3.06% |
| Expenses | 0.29% |
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Performance Analytics (As of 07/03/2025)
| Last 1 Week* | YTD*(2025) | 1 Yr | 3 Yr | 5 Yr | 10 Yr | 15 Yr | 20 Yr | Since 03/27/2001 |
2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | 2013 | 2012 | 2011 | 2010 | 2009 | 2008 | 2007 | 2006 | 2005 | 2004 | 2003 | 2002 | 2001 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return(%) | -0.6 | 3.0 | 5.2 | 1.9 | -0.5 | 0.7 | 0.8 | 1.3 | 1.6 | 2.2 | 3.6 | -8.2 | -1.5 | 4.4 | 3.8 | 0.1 | 0.2 | 0.4 | 0.1 | 1.1 | -1.9 | 1.9 | 2.9 | 3.7 | 5.6 | -2.2 | 4.2 | 3.2 | 0.9 | 1.2 | 1.8 | 6.2 | 3.4 |
| Sharpe Ratio | NA | 0.78 | 0.52 | -0.31 | -0.63 | -0.22 | NA | NA | 0.15 | -1.14 | -0.12 | -2.03 | -1.08 | 1.28 | 1.1 | -0.73 | -0.26 | 0.08 | 0.05 | 0.61 | -1.03 | 1.32 | 1.29 | 1.3 | 1.64 | -0.72 | 0.48 | -0.02 | -0.64 | 0.13 | 0.43 | 1.86 | 0.79 |
| Draw Down(%) | NA | 1.7 | 2.9 | 6.7 | 13.9 | 13.9 | NA | NA | 13.9 | 2.7 | 5.3 | 10.7 | 1.8 | 3.1 | 1.2 | 1.8 | 1.6 | 2.7 | 1.5 | 1.3 | 3.0 | 0.8 | 1.1 | 2.6 | 1.3 | 6.5 | 1.4 | 1.1 | 1.5 | 2.5 | 2.4 | 1.7 | 2.4 |
| Standard Deviation(%) | NA | 3.9 | 3.7 | 4.8 | 4.1 | 3.3 | NA | NA | 2.9 | 3.8 | 5.7 | 4.8 | 1.4 | 3.2 | 2.2 | 1.6 | 1.7 | 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 | 2.7 | 3.2 |
| Treynor Ratio | NA | 0.02 | 0.02 | -0.01 | -0.02 | -0.01 | NA | NA | 0.0 | -0.03 | 0.0 | -0.08 | -0.02 | 0.08 | 0.02 | -0.01 | 0.0 | 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 |
| Alpha | NA | 0.0 | -0.01 | -0.01 | -0.01 | -0.01 | NA | NA | -0.01 | -0.01 | -0.01 | 0.0 | 0.0 | 0.01 | -0.01 | 0.0 | -0.01 | -0.01 | 0.0 | 0.0 | -0.01 | -0.01 | 0.0 | -0.01 | -0.03 | 0.0 | 0.0 | 0.0 | -0.01 | 0.0 | -0.01 | 0.01 | 0.0 |
| Beta | NA | 1.23 | 1.2 | 1.38 | 1.27 | 1.13 | NA | NA | 0.95 | 1.29 | 1.49 | 1.21 | 0.71 | 0.53 | 1.02 | 0.84 | 0.88 | 0.96 | 1.35 | 0.99 | 1.14 | 0.79 | 1.09 | 1.19 | 0.9 | 0.71 | 0.72 | 0.66 | 0.74 | 0.82 | 0.9 | 0.72 | 0.68 |
| RSquared | NA | 0.82 | 0.82 | 0.87 | 0.79 | 0.71 | NA | NA | 0.59 | 0.83 | 0.9 | 0.88 | 0.51 | 0.22 | 0.66 | 0.5 | 0.45 | 0.68 | 0.75 | 0.54 | 0.65 | 0.47 | 0.58 | 0.69 | 0.59 | 0.43 | 0.47 | 0.33 | 0.35 | 0.54 | 0.55 | 0.52 | 0.45 |
| Yield(%) | N/A | 1.4 | 3.1 | 2.6 | 1.6 | 1.4 | 1.2 | 1.6 | N/A | 3.2 | 2.6 | 1.3 | 0.3 | 0.5 | 2.0 | 0.9 | 0.3 | 1.0 | 0.7 | 0.5 | 0.5 | 0.9 | 1.4 | 1.5 | 2.4 | 3.3 | 3.7 | 3.4 | 2.8 | 2.2 | 2.2 | 3.5 | 3.4 |
| Dividend Growth(%) | N/A | -58.0 | -0.8 | 177.9 | 63.2 | -29.1 | N/A | N/A | N/A | 23.5 | 87.4 | 272.3 | -30.0 | -75.0 | 130.7 | 152.6 | -67.1 | 40.0 | 61.3 | -16.2 | -42.6 | -30.6 | -7.5 | -32.8 | -33.3 | -9.7 | 9.3 | 19.2 | 23.3 | 2.0 | -36.2 | 3.5 | N/A |
*: NOT annualized;YTD: Year to Date
**Inception: starting from 03/27/2001
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