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AMSBX: SHORT-TERM BOND FUND OF AMERICA CLASS B (MUTUAL FUND)
Basic Info
| Asset Class: | Short-Term Bond |
| MyPlanIQ Rating: |
Not Rated
|
| Start Date: | 11/30/2006 |
| Last Dividend Date: | 03/31/2017 |
| 12-Mo. Yield | 0.33% |
| Expenses | 1.29% |
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Performance Analytics (As of 07/31/2020)
Not up-to-date? Try| Last 1 Week* | 1 Yr | 3 Yr | 5 Yr | 10 Yr | Since 11/30/2006 |
2017 | 2016 | 2015 | 2014 | 2013 | 2012 | 2011 | 2010 | 2009 | 2008 | 2007 | 2006 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return(%) | 0.0 | 0.0 | 0.0 | 0.0 | -0.1 | 0.8 | 0.3 | 0.3 | -0.2 | -0.3 | -1.1 | 0.1 | 0.4 | 1.3 | 2.7 | 0.4 | 4.2 | 0.1 |
| Sharpe Ratio | NA | -0.39 | -0.15 | -0.29 | 0.24 | 0.22 | 0.56 | 0.04 | -0.19 | -0.33 | -1.05 | 0.09 | 0.42 | 0.91 | 1.25 | -0.2 | 0.69 | -1.52 |
| Draw Down(%) | NA | 1.2 | 1.2 | 2.0 | 2.5 | 2.5 | 0.5 | 1.2 | 0.9 | 0.8 | 1.6 | 0.3 | 0.5 | 1.2 | 1.0 | 2.5 | 0.6 | 0.3 |
| Standard Deviation(%) | NA | 1.1 | 1.1 | 1.1 | 1.5 | 1.5 | 1.2 | 1.1 | 1.3 | 0.9 | 1.1 | 0.8 | 0.9 | 1.4 | 2.1 | 2.5 | 1.7 | 1.4 |
| Treynor Ratio | NA | -0.01 | 0.0 | -0.01 | 0.01 | 0.01 | 0.01 | 0.0 | 0.0 | -0.01 | -0.02 | 0.0 | 0.01 | 0.02 | 0.05 | -0.01 | 0.02 | -0.04 |
| Alpha | NA | 0.0 | 0.0 | 0.0 | 0.0 | 0.0 | 0.0 | 0.0 | 0.0 | 0.0 | -0.01 | 0.0 | 0.0 | 0.0 | -0.02 | 0.01 | 0.0 | 0.0 |
| Beta | NA | 0.44 | 0.46 | 0.45 | 0.48 | 0.48 | 0.51 | 0.42 | 0.54 | 0.39 | 0.51 | 0.3 | 0.33 | 0.52 | 0.57 | 0.44 | 0.59 | 0.59 |
| RSquared | NA | 0.42 | 0.41 | 0.4 | 0.5 | 0.5 | 0.52 | 0.38 | 0.48 | 0.35 | 0.42 | 0.23 | 0.32 | 0.54 | 0.58 | 0.49 | 0.74 | 0.78 |
| Yield(%) | N/A | 0.3 | 0.3 | 0.2 | 0.8 | N/A | 0.1 | 0.3 | 0.4 | 0.1 | 0.0 | 0.2 | 0.4 | 0.6 | 0.9 | 2.4 | 3.8 | 0.3 |
| Dividend Growth(%) | N/A | -15.4 | 69.4 | -86.5 | N/A | N/A | -68.0 | -35.9 | 225.0 | 1100.0 | -95.5 | -46.3 | -35.9 | -28.1 | -63.2 | -36.5 | 1170.0 | N/A |
*: NOT annualized;YTD: Year to Date
**Inception: starting from 11/30/2006
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