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RAAEX: SHORT-TERM BOND FUND OF AMERICA CLASS R-2E (MUTUAL FUND)
Basic Info 9.38 0.02(0.21%) April 25
Asset Class: | EQUITY |
MyPlanIQ Rating: | (55%) |
Start Date: | 09/02/2014 |
Last Dividend Date: | 03/28/2024 |
12-Mo. Yield | 2.70% |
Expenses | 0.39% |
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Performance Analytics (As of 04/19/2024)
Not up-to-date? TryLast 1 Week* | YTD*(2024) | 1 Yr | 3 Yr | 5 Yr | Since 07/09/2018 |
2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | |
---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
Annualized Return(%) | -0.1 | -0.3 | 1.6 | -0.5 | 0.5 | 0.8 | 3.8 | -3.8 | -1.3 | 3.0 | 2.6 | 0.6 | 0.3 | 0.5 | 0.4 | 0.0 |
Sharpe Ratio | NA | -1.9 | -0.61 | -1.06 | -0.44 | -0.29 | -0.13 | -1.88 | -1.59 | 1.8 | 0.73 | -0.6 | -0.33 | 0.23 | 0.27 | 0.07 |
Draw Down(%) | NA | 0.8 | 1.9 | 6.2 | 6.4 | 6.4 | 1.9 | 5.2 | 1.3 | 1.8 | 0.6 | 0.9 | 0.8 | 1.1 | 0.7 | 0.6 |
Standard Deviation(%) | NA | 2.3 | 2.6 | 2.5 | 2.2 | 1.8 | 3.1 | 2.8 | 0.8 | 1.5 | 1.6 | 1.2 | 1.0 | 1.2 | 1.2 | 1.1 |
Treynor Ratio | NA | -8.2 | -1.7 | -1.41 | 12.85 | 0.88 | 0.37 | -1.71 | 10.93 | -2.43 | -0.23 | 0.27 | 0.12 | -0.37 | -0.28 | -0.03 |
Alpha | NA | -0.02 | -0.01 | -0.01 | 0.0 | 0.0 | 0.0 | -0.02 | -0.01 | 0.01 | 0.01 | 0.0 | 0.0 | 0.0 | 0.0 | 0.0 |
Beta | NA | 0.01 | 0.01 | 0.02 | 0.0 | -0.01 | -0.01 | 0.03 | 0.0 | -0.01 | -0.05 | -0.03 | -0.03 | -0.01 | -0.01 | -0.03 |
RSquared | NA | 0.0 | 0.0 | 0.02 | 0.0 | 0.0 | 0.0 | 0.07 | 0.0 | 0.07 | 0.16 | 0.14 | 0.04 | 0.01 | 0.02 | 0.1 |
Yield(%) | N/A | 0.9 | 3.4 | 1.5 | 1.4 | N/A | 2.9 | 0.8 | 0.0 | 1.5 | 1.2 | 1.0 | 0.5 | 0.3 | 0.7 | 0.1 |
Dividend Growth(%) | N/A | -66.7 | 166.7 | N/A | N/A | N/A | 237.5 | N/A | -100.0 | 25.0 | 20.0 | 100.0 | 66.7 | -57.1 | 600.0 | N/A |
*: NOT annualized;YTD: Year to Date
**Inception: starting from 07/09/2018
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