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RBOFX: INTERMEDIATE BOND FUND OF AMERICA CLASS R-5 (MUTUAL FUND)
Basic Info 12.63 0.03(0.24%) April 25
| Asset Class: | Short-Term Bond |
| MyPlanIQ Rating: | (83%) |
| Start Date: | 05/24/2002 |
| Last Dividend Date: | 11/29/2024 |
| 12-Mo. Yield | 3.00% |
| Expenses | 0.29% |
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Performance Analytics (As of 04/25/2025)
| Last 1 Week* | YTD*(2025) | 1 Yr | 3 Yr | 5 Yr | 10 Yr | 15 Yr | 20 Yr | Since 05/24/2002 |
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(%) | 0.4 | 1.8 | 6.8 | 2.3 | 0.5 | 1.5 | 1.9 | 2.3 | 2.4 | 2.9 | 4.8 | -7.2 | -0.5 | 5.5 | 4.9 | 1.2 | 1.3 | 1.4 | 1.2 | 2.2 | -0.9 | 3.0 | 4.0 | 5.2 | 6.7 | -1.2 | 5.3 | 4.3 | 1.9 | 2.1 | 2.9 | 3.2 |
| Sharpe Ratio | NA | 0.7 | 0.11 | -0.43 | -0.53 | -0.06 | NA | NA | 0.39 | -0.95 | 0.09 | -1.82 | -0.39 | 1.63 | 1.51 | -0.06 | 0.36 | 0.6 | 0.44 | 1.17 | -0.47 | 1.98 | 1.7 | 1.72 | 1.94 | -0.47 | 0.86 | 0.47 | -0.11 | 0.48 | 0.8 | 1.63 |
| Draw Down(%) | NA | 1.7 | 2.9 | 6.5 | 12.2 | 12.2 | NA | NA | 12.2 | 2.5 | 4.8 | 9.9 | 1.2 | 3.2 | 1.2 | 1.4 | 1.3 | 2.2 | 1.3 | 1.1 | 2.7 | 0.7 | 1.0 | 2.6 | 1.3 | 5.6 | 1.3 | 0.9 | 1.4 | 2.3 | 2.2 | 1.7 |
| Standard Deviation(%) | NA | 4.0 | 3.7 | 4.9 | 4.1 | 3.3 | NA | NA | 3.0 | 3.9 | 5.8 | 4.8 | 1.5 | 3.2 | 2.3 | 1.7 | 1.7 | 2.0 | 2.7 | 1.9 | 2.0 | 1.5 | 2.3 | 3.0 | 3.4 | 4.4 | 2.7 | 2.3 | 2.1 | 2.3 | 2.8 | 2.6 |
| Treynor Ratio | NA | 0.02 | 0.0 | -0.01 | -0.02 | 0.0 | NA | NA | 0.01 | -0.03 | 0.0 | -0.07 | -0.01 | 0.09 | 0.03 | 0.0 | 0.01 | 0.01 | 0.01 | 0.02 | -0.01 | 0.03 | 0.03 | 0.04 | 0.07 | -0.03 | 0.03 | 0.02 | 0.0 | 0.01 | 0.02 | 0.07 |
| Alpha | NA | 0.01 | 0.0 | 0.0 | 0.0 | 0.0 | NA | NA | 0.0 | 0.0 | -0.01 | 0.0 | 0.0 | 0.01 | -0.01 | 0.0 | 0.0 | -0.01 | 0.0 | 0.0 | -0.01 | 0.0 | 0.01 | -0.01 | -0.02 | 0.01 | 0.0 | 0.0 | 0.0 | 0.0 | 0.0 | 0.0 |
| Beta | NA | 1.42 | 1.3 | 1.4 | 1.31 | 1.18 | NA | NA | 1.01 | 1.34 | 1.54 | 1.22 | 0.75 | 0.55 | 1.15 | 0.95 | 1.06 | 1.05 | 1.43 | 1.1 | 1.21 | 0.93 | 1.21 | 1.31 | 0.9 | 0.71 | 0.72 | 0.68 | 0.74 | 0.85 | 0.91 | 0.65 |
| RSquared | NA | 0.86 | 0.85 | 0.89 | 0.8 | 0.73 | NA | NA | 0.61 | 0.87 | 0.91 | 0.9 | 0.53 | 0.25 | 0.75 | 0.58 | 0.61 | 0.72 | 0.79 | 0.62 | 0.7 | 0.59 | 0.65 | 0.76 | 0.56 | 0.41 | 0.43 | 0.3 | 0.3 | 0.56 | 0.52 | 0.52 |
| Yield(%) | N/A | 0.0 | 3.0 | 3.1 | 2.3 | 2.2 | 2.2 | 2.6 | N/A | 3.9 | 3.7 | 2.3 | 1.2 | 1.6 | 3.1 | 1.9 | 1.4 | 2.1 | 1.8 | 1.5 | 1.6 | 2.0 | 2.4 | 2.9 | 3.4 | 4.3 | 4.7 | 4.4 | 3.8 | 3.0 | 3.3 | 0.8 |
| Dividend Growth(%) | N/A | -100.0 | -26.3 | 56.2 | 12.6 | -27.6 | N/A | N/A | N/A | 7.9 | 47.3 | 78.7 | -17.1 | -48.8 | 59.5 | 36.8 | -33.1 | 16.6 | 17.0 | -5.5 | -21.0 | -15.9 | -15.0 | -11.3 | -25.8 | -8.0 | 6.9 | 14.2 | 24.3 | -6.9 | 333.7 | N/A |
*: NOT annualized;YTD: Year to Date
**Inception: starting from 05/24/2002
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