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SBFFX: SHORT-TERM BOND FUND OF AMERICA CLASS F-2 (MUTUAL FUND)
Basic Info 9.44 0(0.0%) May 09
Asset Class: | Short-Term Bond |
MyPlanIQ Rating: | (68%) |
Start Date: | 08/14/2008 |
Last Dividend Date: | 04/30/2024 |
12-Mo. Yield | 3.89% |
Expenses | 0.39% |
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Performance Analytics (As of 05/06/2024)
Not up-to-date? TryLast 1 Week* | YTD*(2024) | 1 Yr | 3 Yr | 5 Yr | 10 Yr | 15 Yr | Inception** | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | 2013 | 2012 | 2011 | 2010 | 2009 | 2008 | |
---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
Annualized Return(%) | 0.1 | 1.0 | 3.3 | 0.5 | 1.4 | 1.3 | 1.3 | 1.3 | 4.2 | -3.3 | -0.4 | 3.8 | 3.2 | 1.4 | 1.0 | 1.2 | 0.5 | 0.6 | -0.1 | 1.0 | 1.3 | 2.2 | 3.7 | 0.1 |
Sharpe Ratio | NA | -1.21 | -0.6 | -0.8 | -0.15 | 0.07 | NA | 0.35 | -0.01 | -1.69 | -0.61 | 2.33 | 1.11 | 0.04 | 0.39 | 0.8 | 0.37 | 0.61 | -0.16 | 1.11 | 1.31 | 1.43 | 1.63 | -0.07 |
Draw Down(%) | NA | 0.8 | 1.8 | 5.1 | 5.1 | 5.1 | NA | 5.1 | 1.8 | 4.6 | 0.7 | 1.7 | 0.5 | 0.7 | 0.6 | 0.9 | 0.6 | 0.6 | 1.3 | 0.3 | 0.5 | 1.2 | 1.0 | 2.2 |
Standard Deviation(%) | NA | 2.3 | 2.5 | 2.6 | 2.2 | 1.8 | NA | 1.7 | 3.1 | 2.8 | 0.7 | 1.5 | 1.6 | 1.3 | 1.1 | 1.2 | 1.4 | 0.9 | 1.2 | 0.8 | 1.0 | 1.5 | 2.2 | 2.4 |
Treynor Ratio | NA | -0.04 | -0.02 | -0.03 | -0.01 | 0.0 | NA | 0.01 | 0.0 | -0.09 | -0.02 | 0.1 | 0.02 | 0.0 | 0.01 | 0.02 | 0.01 | 0.01 | 0.0 | 0.02 | 0.03 | 0.04 | 0.06 | -0.01 |
Alpha | NA | 0.0 | 0.0 | 0.0 | 0.0 | 0.0 | NA | 0.0 | -0.01 | 0.0 | 0.0 | 0.01 | -0.01 | 0.0 | 0.0 | 0.0 | 0.0 | 0.0 | 0.0 | 0.0 | 0.0 | 0.0 | -0.02 | 0.02 |
Beta | NA | 0.73 | 0.68 | 0.63 | 0.58 | 0.57 | NA | 0.53 | 0.74 | 0.54 | 0.27 | 0.35 | 0.73 | 0.65 | 0.52 | 0.52 | 0.6 | 0.41 | 0.62 | 0.41 | 0.43 | 0.58 | 0.62 | 0.26 |
RSquared | NA | 0.77 | 0.75 | 0.62 | 0.58 | 0.55 | NA | 0.52 | 0.74 | 0.52 | 0.26 | 0.42 | 0.6 | 0.45 | 0.4 | 0.5 | 0.54 | 0.34 | 0.51 | 0.37 | 0.46 | 0.61 | 0.64 | 0.28 |
Yield(%) | N/A | 1.3 | N/A | N/A | N/A | N/A | N/A | N/A | 3.6 | 1.6 | 0.9 | 2.3 | 2.1 | 2.1 | 1.2 | 1.2 | 1.1 | 0.2 | 1.0 | 1.2 | 1.2 | 1.2 | 2.1 | 0.9 |
Dividend Growth(%) | N/A | -64.7 | N/A | N/A | N/A | N/A | N/A | N/A | 112.5 | 77.8 | -60.9 | 9.5 | 0.0 | 75.0 | 0.0 | 9.1 | 450.0 | -80.0 | -16.7 | 0.0 | 0.0 | -42.9 | 133.3 | N/A |
*: NOT annualized;YTD: Year to Date
**Inception: starting from 08/01/2008
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