Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Inception |
|---|---|---|---|---|---|---|---|---|
| RBOFX (INTERMEDIATE BOND FUND OF AMERICA CLASS R-5) | 2.91% | 4.79% | 2.97% | 0.38% | 1.74% | 1.82% | 2.35% | 2.45% |
Data as of 07/11/2025, AR inception is 05/24/2002
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| RBOFX (INTERMEDIATE BOND FUND OF AMERICA CLASS R-5) | 05/24/2002 | 07/11/2025 |
| 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 | 2005 | 2004 | 2003 | 2002 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return (%) | -0.08 | 4.79 | 2.97 | 0.38 | 1.74 | 1.82 | 2.35 | 2.45 | 2.91 | 2.89 | 4.78 | -7.24 | -0.54 | 5.51 | 4.88 | 1.21 | 1.26 | 1.41 | 1.19 | 2.21 | -0.89 | 3.00 | 3.98 | 5.18 | 6.66 | -1.16 | 5.31 | 4.32 | 1.95 | 2.05 | 2.93 | 3.21 |
| Sharpe Ratio | NA | 0.42 | -0.08 | -0.40 | 0.09 | NA | NA | 0.43 | 0.65 | -0.95 | 0.09 | -1.82 | -0.39 | 1.63 | 1.51 | -0.06 | 0.36 | 0.60 | 0.44 | 1.17 | -0.47 | 1.98 | 1.70 | 1.72 | 1.94 | -0.47 | 0.86 | 0.47 | -0.11 | 0.48 | 0.80 | 1.63 |
| Standard Deviation(%) | NA | 3.76 | 4.86 | 4.16 | 3.32 | NA | NA | 2.97 | 4.00 | 3.89 | 5.81 | 4.75 | 1.47 | 3.23 | 2.30 | 1.73 | 1.74 | 2.02 | 2.67 | 1.88 | 1.96 | 1.50 | 2.33 | 2.97 | 3.39 | 4.39 | 2.72 | 2.26 | 2.12 | 2.33 | 2.79 | 2.65 |
| Draw Down(%) | NA | 2.54 | 6.52 | 12.19 | 12.19 | NA | NA | 12.19 | 1.73 | 2.50 | 4.81 | 9.95 | 1.15 | 3.17 | 1.17 | 1.45 | 1.27 | 2.23 | 1.35 | 1.09 | 2.69 | 0.73 | 1.04 | 2.56 | 1.28 | 5.64 | 1.28 | 0.90 | 1.40 | 2.29 | 2.24 | 1.65 |
| Yield(%) | 0.00 | 3.67 | 3.52 | 2.46 | 2.33 | 2.21 | 2.64 | 2.70 | 1.44 | 4.32 | 3.68 | 2.27 | 1.24 | 1.56 | 3.10 | 1.93 | 1.41 | 2.09 | 1.78 | 1.53 | 1.59 | 2.03 | 2.44 | 2.94 | 3.43 | 4.33 | 4.74 | 4.42 | 3.81 | 3.04 | 3.26 | 0.77 |
Data as of 07/11/2025, AR inception is 05/24/2002
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| RBOFX (INTERMEDIATE BOND FUND OF AMERICA CLASS R-5) |
-3.19%
Oct 2020 - Oct 2023 |
0.19%
Oct 2017 - Oct 2022 |
0.67%
Oct 2012 - Oct 2022 |
1.66%
Oct 2007 - Oct 2022 |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| RBOFX (INTERMEDIATE BOND FUND OF AMERICA CLASS R-5) |
6.06%
Oct 2008 - Oct 2011 |
4.53%
Oct 2005 - Oct 2010 |
3.57%
Nov 2002 - Nov 2012 |
3.07%
Jul 2005 - Jul 2020 |
Annualized Rolling Returns Comparison Chart