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IFABX: INCOME FUND OF AMERICA CLASS B (MUTUAL FUND)
Basic Info
Asset Class: | Moderate Allocation |
MyPlanIQ Rating: | Not Rated |
Start Date: | 04/03/2000 |
Last Dividend Date: | 03/15/2017 |
12-Mo. Yield | 0.15% |
Expenses | 1.34% |
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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 | 2.2 | 5.9 | 6.3 | 6.6 | 3.4 | 9.7 | -2.2 | 7.6 | 17.3 | 11.1 | 4.8 | 11.3 | 23.6 | -29.4 | 3.0 | 19.4 | 1.9 | 11.0 | 24.3 | -5.1 | 4.7 | 9.1 |
Sharpe Ratio | NA | 1.44 | 0.61 | 1.02 | 0.34 | NA | 0.51 | 2.81 | 1.04 | -0.22 | 1.02 | 2.28 | 1.47 | 0.36 | 1.04 | 1.63 | -1.23 | 0.0 | 2.64 | -0.05 | 1.58 | 3.37 | -0.6 | 0.3 | 1.16 |
Draw Down(%) | NA | 3.8 | 11.5 | 11.5 | 44.8 | NA | 44.8 | 1.6 | 6.5 | 10.7 | 5.8 | 6.1 | 5.5 | 11.8 | 8.9 | 18.8 | 38.3 | 7.6 | 4.5 | 4.6 | 5.9 | 6.8 | 18.6 | 8.9 | 4.3 |
Standard Deviation(%) | NA | 7.1 | 8.8 | 8.4 | 12.6 | NA | 10.8 | 4.5 | 9.1 | 10.4 | 7.4 | 7.6 | 7.6 | 13.4 | 10.8 | 14.4 | 24.7 | 10.9 | 6.1 | 6.6 | 6.4 | 7.0 | 10.4 | 7.9 | 7.2 |
Treynor Ratio | NA | 0.09 | 0.05 | 0.08 | 0.04 | NA | 0.06 | 0.12 | 0.09 | -0.02 | 0.07 | 0.16 | 0.11 | 0.05 | 0.11 | 0.28 | -0.29 | 0.0 | 0.2 | 0.0 | 0.13 | 0.34 | -0.09 | 0.05 | 0.28 |
Alpha | NA | -0.01 | -0.01 | -0.01 | -0.01 | NA | 0.0 | -0.01 | 0.0 | -0.01 | -0.01 | -0.01 | 0.0 | 0.0 | -0.01 | 0.02 | -0.03 | -0.01 | 0.03 | -0.01 | 0.01 | 0.04 | 0.0 | 0.02 | 0.04 |
Beta | NA | 1.13 | 1.12 | 1.08 | 1.0 | NA | 0.86 | 1.04 | 1.11 | 1.15 | 1.06 | 1.06 | 0.98 | 0.96 | 0.99 | 0.83 | 1.03 | 1.15 | 0.81 | 0.82 | 0.79 | 0.69 | 0.68 | 0.5 | 0.29 |
RSquared | NA | 0.9 | 0.92 | 0.91 | 0.93 | NA | 0.83 | 0.88 | 0.91 | 0.93 | 0.9 | 0.91 | 0.9 | 0.95 | 0.94 | 0.92 | 0.96 | 0.92 | 0.79 | 0.66 | 0.74 | 0.85 | 0.82 | 0.62 | 0.33 |
Yield(%) | N/A | 1.9 | 3.0 | 3.4 | 3.3 | 4.4 | N/A | 0.1 | 2.4 | 4.0 | 3.0 | 2.8 | 3.2 | 3.4 | 4.2 | 4.4 | 3.6 | 7.9 | 6.6 | 4.3 | 2.9 | 4.1 | 4.3 | 5.3 | 6.6 |
Dividend Growth(%) | N/A | -55.3 | 15.0 | -29.1 | N/A | N/A | N/A | -93.6 | -44.7 | 39.3 | 19.6 | -5.6 | -3.6 | -13.8 | 12.1 | -15.9 | -57.1 | 33.1 | 53.2 | 61.2 | -16.9 | -13.2 | -20.0 | -16.7 | N/A |
*: NOT annualized;YTD: Year to Date
**Inception: starting from 04/03/2000
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