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SBFFX: SHORT-TERM BOND FUND OF AMERICA CLASS F-2 (MUTUAL FUND)
Basic Info 9.6 0.01(0.10%) July 09
| Asset Class: | Short-Term Bond |
| MyPlanIQ Rating: | (68%) |
| Start Date: | 08/14/2008 |
| Last Dividend Date: | 04/30/2025 |
| 12-Mo. Yield | 3.62% |
| Expenses | 0.39% |
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Performance Analytics (As of 07/03/2025)
Not up-to-date? Try| Last 1 Week* | YTD*(2025) | 1 Yr | 3 Yr | 5 Yr | 10 Yr | 15 Yr | Since 08/14/2008 |
2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | 2013 | 2012 | 2011 | 2010 | 2009 | 2008 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return(%) | -0.1 | 2.2 | 5.1 | 3.3 | 1.2 | 1.6 | 1.3 | 1.5 | 4.2 | 4.2 | -3.6 | -0.6 | 2.8 | 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 | 0.52 | 0.87 | -0.01 | -0.38 | 0.09 | NA | 0.38 | -1.08 | -0.01 | -2.21 | -0.89 | 1.44 | 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 | 0.7 | 0.9 | 2.6 | 6.3 | 6.3 | NA | 6.3 | 0.9 | 1.8 | 4.9 | 0.8 | 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 | 2.1 | 2.1 | 2.6 | 2.2 | 1.8 | NA | 1.7 | 2.2 | 3.1 | 2.2 | 0.7 | 1.8 | 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 | 0.02 | 0.03 | 0.0 | -0.01 | 0.0 | NA | 0.01 | -0.03 | 0.0 | -0.09 | -0.03 | 0.08 | 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 | 0.0 | -0.01 | 0.0 | 0.0 | 0.0 | -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 | 0.62 | 0.64 | 0.68 | 0.62 | 0.58 | NA | 0.54 | 0.69 | 0.74 | 0.55 | 0.24 | 0.33 | 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 | 0.71 | 0.71 | 0.74 | 0.67 | 0.6 | NA | 0.55 | 0.73 | 0.74 | 0.8 | 0.25 | 0.28 | 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 | 1.4 | 3.6 | 3.4 | 2.3 | 1.9 | 1.6 | N/A | 4.3 | 3.5 | 1.6 | 0.7 | 1.4 | 2.1 | 1.9 | 1.3 | 1.1 | 1.1 | 0.6 | 0.7 | 1.1 | 1.3 | 1.5 | 1.8 | 0.9 |
| Dividend Growth(%) | N/A | -67.0 | -11.4 | 167.3 | 45.1 | N/A | N/A | N/A | 23.6 | 110.8 | 127.5 | -50.7 | -31.5 | 6.3 | 44.6 | 25.5 | -6.2 | 91.5 | -21.3 | -30.6 | -18.2 | -11.4 | -16.8 | 101.1 | N/A |
*: NOT annualized;YTD: Year to Date
**Inception: starting from 08/14/2008
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