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IBFCX: INTERMEDIATE BOND FUND OF AMERICA CLASS C (MUTUAL FUND)
Basic Info 12.27 0.02(0.16%) May 10
Asset Class: | Short-Term Bond |
MyPlanIQ Rating: | (43%) |
Start Date: | 03/27/2001 |
Last Dividend Date: | 04/30/2024 |
12-Mo. Yield | 2.91% |
Expenses | 0.29% |
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Performance Analytics (As of 05/10/2024)
Last 1 Week* | YTD*(2024) | 1 Yr | 3 Yr | 5 Yr | 10 Yr | 15 Yr | 20 Yr | Since 04/06/2001 |
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(%) | -0.1 | -1.0 | -0.4 | -2.1 | 0.3 | 0.4 | 1.0 | 1.3 | 1.5 | 3.6 | -8.0 | -1.4 | 6.5 | 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 | -1.47 | -0.88 | -0.95 | -0.35 | -0.23 | NA | NA | 0.16 | -0.12 | -1.9 | -0.99 | 2.56 | 1.1 | -0.72 | -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 | 2.6 | 4.9 | 11.3 | 11.8 | 11.8 | NA | NA | 11.8 | 5.3 | 10.5 | 1.7 | 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 | 4.3 | 4.8 | 4.6 | 3.9 | 3.1 | NA | NA | 2.8 | 5.7 | 5.0 | 1.4 | 2.5 | 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 | -0.04 | -0.03 | -0.03 | -0.01 | -0.01 | NA | NA | 0.0 | 0.0 | -0.08 | -0.02 | 0.11 | 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 | -0.01 | -0.02 | 0.0 | -0.01 | -0.01 | NA | NA | -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 | 1.44 | 1.47 | 1.33 | 1.15 | 1.13 | NA | NA | 0.94 | 1.49 | 1.21 | 0.74 | 0.56 | 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 | 0.86 | 0.9 | 0.83 | 0.74 | 0.71 | NA | NA | 0.59 | 0.9 | 0.81 | 0.51 | 0.44 | 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 | 1.0 | 2.9 | 1.6 | 1.9 | 1.3 | 1.3 | 1.7 | N/A | 2.7 | 1.2 | 0.3 | 2.6 | 2.0 | 0.8 | 0.2 | 1.0 | 0.7 | 0.4 | 0.7 | 0.9 | 1.4 | 1.7 | 2.2 | 3.4 | 3.6 | 3.3 | 2.8 | 2.2 | 2.1 | 3.6 | 3.4 |
Dividend Growth(%) | N/A | -63.6 | 58.9 | -5.7 | 158.4 | -40.1 | N/A | N/A | N/A | 106.2 | 300.0 | -88.6 | 29.6 | 170.0 | 400.0 | -84.6 | 30.0 | 100.0 | -44.4 | -25.0 | -36.8 | -13.6 | -21.4 | -39.1 | -6.1 | 8.9 | 15.4 | 25.8 | 6.9 | -39.6 | 4.3 | N/A |
*: NOT annualized;YTD: Year to Date
**Inception: starting from 04/06/2001
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