Performance Comparison
Portfolio Performance Comparison
Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Inception |
---|---|---|---|---|---|---|---|---|
ASBAX (SHORT-TERM BOND FUND OF AMERICA CLASS A) | 2.31% | 5.07% | 3.32% | 1.01% | 1.35% | 1.12% | NA | 1.59% |
Data as of 07/08/2025, AR inception is 10/30/2006
More Performance Analytics Comparison
Name | Start Date | End Date |
---|---|---|
ASBAX (SHORT-TERM BOND FUND OF AMERICA CLASS A) | 10/30/2006 | 07/08/2025 |
Last 1 Week | 1 Yr | 3 Yr | 5 Yr | 10 Yr | 15 Yr | 20 Yr | Inception | YTD | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | 2013 | 2012 | 2011 | 2010 | 2009 | 2008 | 2007 | 2006 | |
---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
Annualized Return (%) | -0.21 | 5.07 | 3.32 | 1.01 | 1.35 | 1.12 | NA | 1.59 | 2.31 | 4.32 | 3.93 | -3.83 | -0.87 | 2.53 | 2.94 | 1.10 | 0.82 | 1.02 | 0.37 | 0.46 | -0.29 | 0.84 | 1.09 | 1.96 | 3.48 | 1.15 | 4.96 | 0.74 |
Sharpe Ratio | NA | 0.92 | -0.08 | -0.48 | -0.03 | NA | NA | 0.30 | 0.75 | 0.32 | 0.09 | -2.32 | -1.28 | 1.26 | 0.92 | -0.21 | 0.15 | 0.67 | 0.25 | 0.48 | -0.28 | 0.95 | 1.10 | 1.29 | 1.55 | 0.07 | 1.00 | 0.52 |
Standard Deviation(%) | NA | 2.12 | 2.53 | 2.16 | 1.81 | NA | NA | 1.72 | 2.14 | 2.15 | 3.06 | 2.27 | 0.70 | 1.80 | 1.60 | 1.36 | 1.07 | 1.20 | 1.35 | 0.93 | 1.16 | 0.82 | 0.96 | 1.45 | 2.18 | 2.58 | 1.81 | 1.78 |
Draw Down(%) | NA | 0.93 | 2.63 | 6.83 | 6.83 | NA | NA | 6.83 | 0.73 | 0.93 | 1.83 | 5.11 | 0.96 | 1.67 | 0.50 | 0.93 | 0.62 | 0.92 | 0.63 | 0.63 | 1.38 | 0.30 | 0.50 | 1.17 | 0.96 | 2.16 | 0.60 | 0.30 |
Yield(%) | 0.00 | 3.72 | 3.23 | 2.06 | 1.73 | 1.42 | 1.60 | 1.78 | 1.66 | 4.01 | 3.21 | 1.30 | 0.42 | 1.13 | 1.80 | 1.69 | 1.12 | 0.92 | 0.97 | 0.46 | 0.61 | 0.93 | 1.08 | 1.26 | 1.63 | 3.12 | 4.55 | 0.74 |
Data as of 07/08/2025, AR inception is 10/30/2006
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
---|---|---|---|---|
ASBAX (SHORT-TERM BOND FUND OF AMERICA CLASS A) |
-1.54%
Jun 2020 - Jun 2023 |
0.12%
Oct 2017 - Oct 2022 |
0.31%
Oct 2012 - Oct 2022 |
0.76%
Feb 2008 - Feb 2023 |
Annualized Rolling Returns Comparison (Maximum)
Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
---|---|---|---|---|
ASBAX (SHORT-TERM BOND FUND OF AMERICA CLASS A) |
3.51%
Nov 2006 - Nov 2009 |
2.52%
Dec 2006 - Dec 2011 |
1.51%
Nov 2006 - Nov 2016 |
1.45%
Nov 2006 - Nov 2021 |
Annualized Rolling Returns Comparison Chart