Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| CBOBX (INTERMEDIATE BOND FUND OF AMERICA CLASS 529-B) | NA | -1.62% | 0.03% | 0.02% | 1.34% | 1.54% | NA | … | … |
Data as of 04/10/2017, Common starting date is 02/27/2002
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| CBOBX (INTERMEDIATE BOND FUND OF AMERICA CLASS 529-B) | 02/27/2002 | 04/10/2017 |
| Last 1 Week | 1 Yr | 3 Yr | 5 Yr | 10 Yr | 15 Yr | 20 Yr | Common | Inception | 2017 | 2016 | 2015 | 2014 | 2013 | 2012 | 2011 | 2010 | 2009 | 2008 | 2007 | 2006 | 2005 | 2004 | 2003 | 2002 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return (%) | -0.88 | -1.62 | 0.03 | 0.02 | 1.34 | 1.54 | NA | … | … | -0.33 | 0.28 | 0.05 | 1.05 | -2.04 | 1.82 | 2.82 | 3.70 | 5.47 | -2.24 | 4.15 | 3.16 | 0.79 | 1.12 | 0.70 | 2.15 |
| Sharpe Ratio | NA | -0.90 | -0.04 | -0.03 | 0.37 | NA | NA | … | … | -0.64 | 0.04 | 0.01 | 0.57 | -1.09 | 1.26 | 1.26 | 1.28 | 1.62 | -0.74 | 0.44 | -0.06 | -0.70 | 0.08 | 0.00 | 0.57 |
| Standard Deviation(%) | NA | 2.09 | 2.19 | 2.02 | 2.63 | NA | NA | … | … | 2.54 | 1.90 | 2.61 | 1.81 | 1.91 | 1.41 | 2.22 | 2.82 | 3.32 | 4.29 | 2.58 | 2.09 | 1.97 | 2.27 | 2.62 | 2.58 |
| Draw Down(%) | NA | 2.76 | 2.76 | 3.14 | 6.52 | NA | NA | … | … | 1.11 | 2.76 | 1.64 | 1.28 | 3.07 | 0.79 | 1.13 | 2.65 | 1.28 | 6.52 | 1.37 | 1.11 | 1.50 | 2.58 | 2.60 | 1.65 |
| Yield(%) | 0.00 | 1.01 | 0.65 | 0.62 | 1.43 | 1.63 | 1.21 | … | … | 0.11 | 0.95 | 0.64 | 0.38 | 0.44 | 0.86 | 1.31 | 1.48 | 2.28 | 3.25 | 3.62 | 3.30 | 2.67 | 2.12 | 1.05 | 0.02 |
Data as of 04/10/2017, Common starting date is 02/27/2002
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| CBOBX (INTERMEDIATE BOND FUND OF AMERICA CLASS 529-B) |
-0.32%
Dec 2012 – Dec 2015 |
0.13%
Jan 2012 – Jan 2017 |
1.39%
Feb 2007 – Feb 2017 |
1.63%
Mar 2002 – Mar 2017 |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| CBOBX (INTERMEDIATE BOND FUND OF AMERICA CLASS 529-B) |
4.78%
Oct 2008 – Oct 2011 |
3.31%
Oct 2005 – Oct 2010 |
2.34%
Mar 2002 – Mar 2012 |
1.63%
Mar 2002 – Mar 2017 |
Annualized Rolling Returns Comparison Chart