Fund & Portfolio Comparison

Performance Comparison
Comparison Box

Portfolio Performance Comparison
Name YTD Return 1Yr AR 3Yr AR 5Yr AR 10Yr AR 15Yr AR 20Yr AR Common Inception
IBFBX (INTERMEDIATE BOND FUND OF AMERICA CLASS B) NA -1.55% 0.14% 0.13% 1.46% 1.91% NA
Data as of 04/10/2017, Common starting date is 03/27/2000
More Performance Analytics Comparison
Name Start Date End Date
IBFBX (INTERMEDIATE BOND FUND OF AMERICA CLASS B) 03/27/2000 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 2001 2000
Annualized Return (%) -0.86 -1.55 0.14 0.13 1.46 1.91 NA -0.34 0.39 0.18 1.17 -1.91 1.95 2.95 3.80 5.60 -2.13 4.29 3.31 0.95 1.32 1.94 6.37 5.35 5.84
Sharpe Ratio NA -0.87 0.01 0.02 0.41 NA NA -0.66 0.10 0.06 0.63 -1.02 1.35 1.31 1.31 1.66 -0.71 0.49 0.01 -0.62 0.16 0.46 1.91 0.92 0.89
Standard Deviation(%) NA 2.08 2.19 2.02 2.63 NA NA 2.50 1.91 2.60 1.82 1.91 1.42 2.23 2.83 3.32 4.30 2.59 2.11 1.99 2.29 2.69 2.76 3.33 4.03
Draw Down(%) NA 2.64 2.64 3.04 6.42 NA NA 1.03 2.64 1.53 1.25 3.02 0.78 1.11 2.64 1.28 6.42 1.36 1.04 1.49 2.52 2.40 1.65 2.36 2.03
Yield(%) 0.00 1.06 0.75 0.73 1.55 1.99 1.94 0.08 1.06 0.78 0.50 0.57 0.99 1.44 1.58 2.40 3.36 3.74 3.44 2.82 2.32 2.28 3.66 4.20 1.96
Data as of 04/10/2017, Common starting date is 03/27/2000
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
Ticker/Portfolio Name 3 Year 5 Year 10 Year 15 Year
IBFBX (INTERMEDIATE BOND FUND OF AMERICA CLASS B) -0.19%
Dec 2012 – Dec 2015
0.26%
Jan 2012 – Jan 2017
1.51%
Feb 2007 – Feb 2017
1.93%
Feb 2002 – Feb 2017
Annualized Rolling Returns Comparison (Maximum)
Ticker/Portfolio Name 3 Year 5 Year 10 Year 15 Year
IBFBX (INTERMEDIATE BOND FUND OF AMERICA CLASS B) 6.57%
May 2000 – May 2003
4.34%
May 2000 – May 2005
3.49%
May 2000 – May 2010
2.76%
May 2000 – May 2015
Annualized Rolling Returns Comparison Chart

3-Year Annualized Rolling Return