Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Inception |
|---|---|---|---|---|---|---|---|---|
| IBAFX (INTERMEDIATE BOND FUND OF AMERICA CLASS F-2) | 3.13% | 5.74% | 2.76% | 0.40% | 1.65% | 1.78% | NA | 2.26% |
Data as of 07/03/2025, AR inception is 08/14/2008
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| IBAFX (INTERMEDIATE BOND FUND OF AMERICA CLASS F-2) | 08/14/2008 | 07/03/2025 |
| 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 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return (%) | -0.47 | 5.74 | 2.76 | 0.40 | 1.65 | 1.78 | NA | 2.26 | 3.13 | 3.20 | 4.74 | -7.31 | -0.61 | 5.45 | 4.82 | 1.15 | 1.21 | 1.36 | 1.15 | 2.17 | -0.94 | 2.96 | 3.98 | 4.77 | 6.69 | -0.86 |
| Sharpe Ratio | NA | 0.66 | -0.12 | -0.40 | 0.08 | NA | NA | 0.42 | 0.81 | -0.87 | 0.08 | -1.84 | -0.43 | 1.62 | 1.48 | -0.10 | 0.33 | 0.58 | 0.42 | 1.14 | -0.49 | 1.96 | 1.70 | 1.60 | 1.94 | -0.56 |
| Standard Deviation(%) | NA | 3.81 | 4.86 | 4.15 | 3.32 | NA | NA | 3.06 | 4.05 | 3.91 | 5.78 | 4.74 | 1.49 | 3.20 | 2.30 | 1.74 | 1.74 | 1.99 | 2.66 | 1.88 | 1.96 | 1.50 | 2.33 | 2.92 | 3.39 | 4.76 |
| Draw Down(%) | NA | 2.55 | 6.53 | 12.29 | 12.29 | NA | NA | 12.29 | 1.73 | 2.52 | 4.82 | 9.99 | 1.15 | 3.17 | 1.17 | 1.45 | 1.29 | 2.25 | 1.35 | 1.12 | 2.69 | 0.73 | 1.04 | 2.56 | 1.28 | 4.61 |
| Yield(%) | 0.00 | 3.63 | 3.44 | 2.41 | 2.27 | 2.15 | 1.97 | 2.46 | 1.42 | 4.25 | 3.64 | 2.21 | 1.18 | 1.52 | 3.04 | 1.87 | 1.36 | 2.04 | 1.74 | 1.49 | 1.54 | 1.98 | 2.44 | 2.54 | 3.45 | 1.43 |
Data as of 07/03/2025, AR inception is 08/14/2008
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| IBAFX (INTERMEDIATE BOND FUND OF AMERICA CLASS F-2) |
-3.25%
Oct 2020 - Oct 2023 |
0.11%
Oct 2017 - Oct 2022 |
0.60%
Oct 2012 - Oct 2022 |
1.77%
Sep 2008 - Sep 2023 |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| IBAFX (INTERMEDIATE BOND FUND OF AMERICA CLASS F-2) |
5.93%
Oct 2008 - Oct 2011 |
4.11%
Oct 2008 - Oct 2013 |
2.53%
Oct 2008 - Oct 2018 |
2.05%
Dec 2008 - Dec 2023 |
Annualized Rolling Returns Comparison Chart