INTERMEDIATE BOND FUND OF AMERICA CLASS B (IBFBX)

Basic Info

INTERMEDIATE BOND FUND OF AMERICA CLASS B started on 03/27/2000
INTERMEDIATE BOND FUND OF AMERICA CLASS B is classified as asset class Short-Term Bond
INTERMEDIATE BOND FUND OF AMERICA CLASS B expense ratio is 1.36%
INTERMEDIATE BOND FUND OF AMERICA CLASS B rating is
Not Rated

INTERMEDIATE BOND FUND OF AMERICA CLASS B (IBFBX) Dividend Info

INTERMEDIATE BOND FUND OF AMERICA CLASS B (IBFBX) dividend growth in the last 12 months is 39.42%

The trailing 12-month yield of INTERMEDIATE BOND FUND OF AMERICA CLASS B is 1.06%. its dividend history:

DateDividend
03/31/2017 0.009
02/28/2017 0.002
12/30/2016 0.085
11/30/2016 0.006
10/31/2016 0.003
08/31/2016 0.008
07/29/2016 0.011
06/30/2016 0.01
05/31/2016 0.008
04/29/2016 0.003
03/31/2016 0.004
02/29/2016 0.002
01/29/2016 0.003
12/31/2015 0.036
11/30/2015 0.005
10/30/2015 0.006
09/30/2015 0.007
08/31/2015 0.009
07/31/2015 0.011
06/30/2015 0.007
05/29/2015 0.008
04/30/2015 0.006
03/31/2015 0.004
02/27/2015 0.003
01/30/2015 0.003
12/31/2014 0.003
11/28/2014 0.004
10/31/2014 0.005
09/30/2014 0.006
08/29/2014 0.004
07/31/2014 0.007
06/30/2014 0.005
05/30/2014 0.005
04/30/2014 0.007
03/31/2014 0.006
02/28/2014 0.006
01/31/2014 0.009
12/31/2013 0.006
11/29/2013 0.005
10/31/2013 0.007
09/30/2013 0.005
08/30/2013 0.005
07/31/2013 0.007
06/28/2013 0.006
05/31/2013 0.007
04/30/2013 0.008
03/28/2013 0.007
02/28/2013 0.007
01/31/2013 0.008
12/31/2012 0.007
11/30/2012 0.01
10/31/2012 0.009
09/28/2012 0.009
08/31/2012 0.01
07/31/2012 0.012
06/29/2012 0.011
05/31/2012 0.013
04/30/2012 0.014
03/30/2012 0.013
02/29/2012 0.013
01/31/2012 0.014
12/30/2011 0.013
11/30/2011 0.014
10/31/2011 0.015
09/30/2011 0.014
08/31/2011 0.014
07/29/2011 0.016
06/30/2011 0.016
05/31/2011 0.018
04/29/2011 0.019
03/31/2011 0.018
02/28/2011 0.018
01/31/2011 0.018
12/31/2010 0.016
11/30/2010 0.017
10/29/2010 0.018
09/30/2010 0.017
08/31/2010 0.018
07/30/2010 0.02
06/30/2010 0.02
05/28/2010 0.021
03/31/2010 0.02
02/26/2010 0.019
01/29/2010 0.022
12/28/2009 0.022
11/27/2009 0.02
10/28/2009 0.021
09/28/2009 0.022
08/28/2009 0.022
07/28/2009 0.026
06/26/2009 0.023
05/28/2009 0.027
04/28/2009 0.029
03/27/2009 0.025
02/27/2009 0.033
01/28/2009 0.034
12/26/2008 0.031
11/28/2008 0.04
10/28/2008 0.04
09/26/2008 0.034
08/28/2008 0.037
07/28/2008 0.04
06/27/2008 0.036
05/28/2008 0.038
04/28/2008 0.039
03/28/2008 0.039
02/28/2008 0.039
01/28/2008 0.042
12/28/2007 0.045
11/28/2007 0.046
10/26/2007 0.04
09/28/2007 0.045
08/28/2007 0.043
07/27/2007 0.04
06/28/2007 0.045
05/25/2007 0.037
04/27/2007 0.04
03/28/2007 0.038
02/28/2007 0.046
01/26/2007 0.038
12/28/2006 0.041
11/28/2006 0.042
10/27/2006 0.039
09/28/2006 0.043
08/28/2006 0.039
07/28/2006 0.039
06/28/2006 0.041
05/26/2006 0.033
04/28/2006 0.041
03/28/2006 0.034
02/28/2006 0.038
01/27/2006 0.034
12/28/2005 0.035
11/28/2005 0.035
10/28/2005 0.034
09/28/2005 0.037
08/26/2005 0.031
07/28/2005 0.032
06/28/2005 0.034
05/27/2005 0.032
04/28/2005 0.032
03/28/2005 0.027
02/28/2005 0.03
01/28/2005 0.028
12/23/2004 0.052
11/26/2004 0.026
10/28/2004 0.028
09/28/2004 0.028
08/27/2004 0.028
07/28/2004 0.03
05/28/2004 0.03
04/28/2004 0.026
03/26/2004 0.022
02/27/2004 0.027
01/28/2004 0.023
12/26/2003 0.025
11/28/2003 0.027
10/28/2003 0.025
09/26/2003 0.031
08/28/2003 0.025
07/28/2003 0.026
06/27/2003 0.027
05/28/2003 0.027
04/28/2003 0.024
03/28/2003 0.023
02/28/2003 0.024
01/28/2003 0.032
12/27/2002 0.03
11/27/2002 0.031
10/28/2002 0.044
09/27/2002 0.035
08/28/2002 0.037
07/26/2002 0.043
06/28/2002 0.041
05/28/2002 0.042
04/26/2002 0.043
03/28/2002 0.049
02/28/2002 0.049
01/28/2002 0.05
12/31/2001 0.05
11/28/2001 0.054
10/26/2001 0.055
09/28/2001 0.054
08/28/2001 0.054
07/27/2001 0.06
06/28/2001 0.059
05/29/2001 0.06
04/27/2001 0.06
03/29/2001 0.06
11/28/2000 0.06
07/28/2000 0.057
06/28/2000 0.058
04/28/2000 0.056
03/28/2000 0.022

Dividend Growth History for INTERMEDIATE BOND FUND OF AMERICA CLASS B (IBFBX)

Year
Payout Amount
Year Start Yield
Annual Payout Growth (YoY)
CAGR to 2017
2017 $0.011 0.08% -92.31% -
2016 $0.143 1.06% 36.19% -92.31%
2015 $0.105 0.78% 56.72% -67.63%
2014 $0.067 0.50% -14.10% -45.24%
2013 $0.078 0.57% -42.22% -38.72%
2012 $0.135 0.99% -30.05% -39.44%
2011 $0.193 1.44% -7.21% -37.96%
2010 $0.208 1.58% -31.58% -34.29%
2009 $0.304 2.40% -33.19% -33.96%
2008 $0.455 3.36% -9.54% -33.87%
2007 $0.503 3.74% 8.41% -31.77%
2006 $0.464 3.44% 19.90% -28.84%
2005 $0.387 2.82% 20.94% -25.67%
2004 $0.32 2.32% 1.27% -22.84%
2003 $0.316 2.28% -36.03% -21.33%
2002 $0.494 3.66% -12.72% -22.40%
2001 $0.566 4.20% 123.72% -21.83%
2000 $0.253 1.96% - -16.84%

Dividend Growth Chart for INTERMEDIATE BOND FUND OF AMERICA CLASS B (IBFBX)

INTERMEDIATE BOND FUND OF AMERICA CLASS B (IBFBX) Historical Returns And Risk Info

From 04/03/2000 to 04/10/2017, the compound annualized total return (dividend reinvested) of INTERMEDIATE BOND FUND OF AMERICA CLASS B (IBFBX) is 2.345%. Its cumulative total return (dividend reinvested) is 48.261%.

From 04/03/2000 to 04/10/2017, the Maximum Drawdown of INTERMEDIATE BOND FUND OF AMERICA CLASS B (IBFBX) is 6.4%.

From 04/03/2000 to 04/10/2017, the Sharpe Ratio of INTERMEDIATE BOND FUND OF AMERICA CLASS B (IBFBX) is 0.49.

From 04/03/2000 to 04/10/2017, the Annualized Standard Deviation of INTERMEDIATE BOND FUND OF AMERICA CLASS B (IBFBX) is 2.7%.

From 04/03/2000 to 04/10/2017, the Beta of INTERMEDIATE BOND FUND OF AMERICA CLASS B (IBFBX) is 0.81.

Last 1 Week* 1 Yr 3 Yr 5 Yr 10 Yr 15 Yr Since
04/03/2000		 2017 2016 2015 2014 2013 2012 2011 2010 2009 2008 2007 2006 2005 2004 2003 2002 2001 2000
Annualized Return(%) 0.0 0.0 0.0 -0.1 0.4 1.9 2.3 -0.3 0.4 0.2 1.2 -1.9 2.0 2.9 3.8 5.6 -2.1 4.3 3.3 0.9 1.3 1.9 6.4 5.3 5.8
Sharpe Ratio NA -0.87 0.01 0.02 0.41 NA 0.49 -0.66 0.1 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
Draw Down(%) NA 2.6 2.6 3.0 6.4 NA 6.4 1.0 2.6 1.5 1.3 3.0 0.8 1.1 2.6 1.3 6.4 1.4 1.0 1.5 2.5 2.4 1.7 2.4 2.0
Standard Deviation(%) NA 2.1 2.2 2.0 2.6 NA 2.7 2.5 1.9 2.6 1.8 1.9 1.4 2.2 2.8 3.3 4.3 2.6 2.1 2.0 2.3 2.7 2.8 3.3 4.0
Treynor Ratio NA -0.02 0.0 0.0 0.01 NA 0.02 -0.02 0.0 0.0 0.01 -0.02 0.02 0.03 0.03 0.06 -0.04 0.02 0.0 -0.02 0.0 0.01 0.07 0.04 0.07
Alpha NA -0.01 -0.01 -0.01 -0.01 NA 0.0 -0.02 -0.01 0.0 0.0 -0.01 -0.01 0.0 -0.01 -0.03 0.0 0.0 0.0 0.0 0.0 -0.01 0.01 0.0 0.0
Beta NA 0.98 1.11 1.08 0.88 NA 0.81 1.04 0.96 1.36 0.96 1.13 0.79 1.1 1.21 0.9 0.71 0.72 0.66 0.74 0.86 0.9 0.73 0.71 0.55
RSquare NA 0.6 0.65 0.62 0.54 NA 0.47 0.47 0.68 0.75 0.53 0.65 0.48 0.59 0.7 0.58 0.43 0.46 0.33 0.35 0.58 0.55 0.52 0.47 0.13
Yield(%) N/A 1.1 0.8 0.7 1.5 2.0 N/A 0.1 1.0 0.8 0.4 0.7 0.9 1.5 1.7 2.3 3.4 3.7 3.3 2.8 2.4 2.2 3.6 4.2 2.0
Dividend Growth(%) N/A 39.4 -18.2 -68.4 N/A N/A N/A -92.3 18.2 83.3 -33.3 -25.0 -40.0 -9.1 -24.1 -37.0 -8.0 11.1 15.4 18.2 10.0 -38.8 -12.5 115.4 N/A

Return Calculator for INTERMEDIATE BOND FUND OF AMERICA CLASS B (IBFBX)

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INTERMEDIATE BOND FUND OF AMERICA CLASS B (IBFBX) Historical Return Chart

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INTERMEDIATE BOND FUND OF AMERICA CLASS B (IBFBX) Rolling Returns Charts

A rolling return for a period such as 5-year, as of a specific date, represents the investment’s performance over the preceding five years leading up to that date. In the 5-year rolling chart, the value on any given date corresponds to the annualized return for the preceding 5 years up to that very date. Thus, for instance, the chart value on 8/28/2015 reflects the annualized return from 8/28/2010 to 8/28/2015. A 5-year rolling return chart for an investment (stock, fund or portfolio) depicts the return sequence of 5-year trailing returns for the dates in the chart.

These rolling returns contrast with the most recent 3, 5, 10, and 15-year returns, as they solely depict the returns for those respective periods leading up to the most recent date, without encompassing every date in the historical record.

Rolling return charts offer a more precise insight into a portfolio’s risk and return stability (including funds or individual stocks). This is particularly true when focusing on the minimal return points within a rolling return chart as a measure of a fund or a portfolio's risk. A well-known observation, often attributed to ‘Murphy’s law’, is that it tends to perform poorly when investors decide to follow an investment due to its recent strong returns. Sound familiar? Information regarding minimum rolling returns could help mitigate this predicament. Investors can opt for an investment showcasing high minimum rolling returns within their preferred holding durations. In fact, merely possessing knowledge of such minimum rolling period returns can anchor investors’ expectations.

For instance, let’s consider an investor who follows a model portfolio (or even simply purchases and holds a fund like VFINX or SPY) for 10 years. Armed with knowledge of this portfolio’s minimum 10-year rolling return since its inception date or the fund’s inception (in the case of VFINX, recognizing that the minimum 10-year rolling return since 1987 could be as low as -2.24%), the investor should reasonably anticipate the potential for the portfolio to incur losses over the forthcoming 10 years.

Minimum rolling return for a period such as 10-year offers a different and often better historical risk and return metric than other popular risk and return metrics such as Sharpe ratio, standard deviation (volatility) or maximum drawdown.

See Portfolio Calculator and Rolling Returns for more detailed description.

From 04/03/2000 to 04/10/2017, the worst annualized return of 3-year rolling returns for INTERMEDIATE BOND FUND OF AMERICA CLASS B (IBFBX) is -0.19%.
From 04/03/2000 to 04/10/2017, the worst annualized return of 5-year rolling returns for INTERMEDIATE BOND FUND OF AMERICA CLASS B (IBFBX) is 0.26%.
From 04/03/2000 to 04/10/2017, the worst annualized return of 10-year rolling returns for INTERMEDIATE BOND FUND OF AMERICA CLASS B (IBFBX) is 1.51%.
From 04/03/2000 to 04/10/2017, the worst annualized return of 20-year rolling returns for INTERMEDIATE BOND FUND OF AMERICA CLASS B (IBFBX) is NA.

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