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RAMBX: SHORT-TERM BOND FUND OF AMERICA CLASS R-2 (MUTUAL FUND)
Basic Info 9.26 0.01(0.11%) May 03
Asset Class: | Short-Term Bond |
MyPlanIQ Rating: | (24%) |
Start Date: | 11/20/2006 |
Last Dividend Date: | 03/28/2024 |
12-Mo. Yield | 2.41% |
Expenses | 0.39% |
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Performance Analytics (As of 05/03/2024)
Last 1 Week* | YTD*(2024) | 1 Yr | 3 Yr | 5 Yr | 10 Yr | 15 Yr | Since 11/20/2006 |
2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | 2013 | 2012 | 2011 | 2010 | 2009 | 2008 | 2007 | 2006 | |
---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
Annualized Return(%) | 0.3 | 0.0 | 1.4 | -0.7 | 0.3 | 0.2 | 0.2 | 0.5 | 3.5 | -4.2 | -1.5 | 2.7 | 2.2 | 0.3 | 0.1 | 0.1 | -0.5 | -0.4 | -1.3 | 0.0 | 0.2 | 1.2 | 2.6 | 0.3 | 4.2 | 0.2 |
Sharpe Ratio | NA | -1.64 | -1.01 | -1.18 | -0.59 | -0.49 | NA | -0.19 | -0.25 | -1.99 | -2.04 | 1.66 | 0.54 | -0.73 | -0.56 | -0.08 | -0.4 | -0.5 | -1.27 | -0.03 | 0.22 | 0.8 | 1.19 | -0.24 | 0.7 | -1.02 |
Draw Down(%) | NA | 0.9 | 1.9 | 6.7 | 7.1 | 7.1 | NA | 7.1 | 1.9 | 5.5 | 1.6 | 1.8 | 0.6 | 1.1 | 0.8 | 1.3 | 1.0 | 0.9 | 1.8 | 0.3 | 0.5 | 1.2 | 1.0 | 2.6 | 0.6 | 0.2 |
Standard Deviation(%) | NA | 2.2 | 2.4 | 2.5 | 2.2 | 1.7 | NA | 1.7 | 3.0 | 2.8 | 0.8 | 1.5 | 1.6 | 1.3 | 1.0 | 1.2 | 1.3 | 0.8 | 1.0 | 0.8 | 0.9 | 1.4 | 2.1 | 2.5 | 1.7 | 1.2 |
Treynor Ratio | NA | -0.05 | -0.04 | -0.05 | -0.02 | -0.02 | NA | -0.01 | -0.01 | -0.11 | -0.07 | 0.08 | 0.01 | -0.02 | -0.01 | 0.0 | -0.01 | -0.01 | -0.02 | 0.0 | 0.01 | 0.02 | 0.04 | -0.01 | 0.02 | -0.03 |
Alpha | NA | -0.01 | -0.01 | -0.01 | -0.01 | 0.0 | NA | 0.0 | -0.01 | -0.01 | -0.01 | 0.0 | -0.01 | 0.0 | 0.0 | -0.01 | 0.0 | 0.0 | -0.01 | -0.01 | 0.0 | -0.01 | -0.02 | 0.01 | 0.0 | -0.01 |
Beta | NA | 0.68 | 0.66 | 0.62 | 0.56 | 0.54 | NA | 0.51 | 0.74 | 0.53 | 0.22 | 0.33 | 0.64 | 0.53 | 0.4 | 0.49 | 0.5 | 0.35 | 0.53 | 0.28 | 0.31 | 0.5 | 0.56 | 0.44 | 0.58 | 0.38 |
RSquared | NA | 0.75 | 0.76 | 0.6 | 0.55 | 0.51 | NA | 0.51 | 0.75 | 0.48 | 0.17 | 0.4 | 0.51 | 0.31 | 0.27 | 0.45 | 0.44 | 0.32 | 0.48 | 0.22 | 0.29 | 0.52 | 0.57 | 0.49 | 0.74 | 0.57 |
Yield(%) | N/A | 0.8 | 2.5 | 1.2 | 1.2 | 0.8 | 0.6 | N/A | 2.4 | 0.6 | 0.0 | 1.5 | 1.2 | 1.0 | 0.1 | 0.1 | 0.2 | 0.1 | 0.0 | 0.0 | 0.0 | 0.1 | 1.0 | 2.3 | 3.7 | 0.3 |
Dividend Growth(%) | N/A | -68.2 | 91.7 | 0.0 | 205.3 | N/A | N/A | N/A | 266.7 | N/A | -100.0 | 25.0 | 20.0 | 900.0 | 0.0 | -50.0 | 100.0 | N/A | N/A | N/A | -100.0 | -90.0 | -56.5 | -37.8 | 1133.3 | N/A |
*: NOT annualized;YTD: Year to Date
**Inception: starting from 11/20/2006
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