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IBAFX: INTERMEDIATE BOND FUND OF AMERICA CLASS F-2 (MUTUAL FUND)
Basic Info 12.5 0.05(0.40%) June 05
| Asset Class: | Short-Term Bond |
| MyPlanIQ Rating: | (72%) |
| Start Date: | 08/14/2008 |
| Last Dividend Date: | 05/29/2026 |
| 12-Mo. Yield | 3.79% |
| Expenses | 0.29% |
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Performance Analytics (As of 06/05/2026)
| Last 1 Week* | YTD*(2026) | 1 Yr | 3 Yr | 5 Yr | 10 Yr | 15 Yr | Inception** | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | 2013 | 2012 | 2011 | 2010 | 2009 | 2008 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return(%) | -0.6 | -0.3 | 3.6 | 4.3 | 1.3 | 1.8 | 1.8 | 2.2 | 7.1 | 3.2 | 4.7 | -7.3 | -0.6 | 5.5 | 4.8 | 1.1 | 1.2 | 1.4 | 1.1 | 2.2 | -0.9 | 3.0 | 4.0 | 4.8 | 6.7 | -0.9 |
| Sharpe Ratio | NA | -1.03 | 0.33 | 0.27 | -0.29 | 0.05 | NA | 0.42 | 1.24 | -0.11 | 0.19 | -1.85 | -0.43 | 1.62 | 1.45 | -0.14 | 0.32 | 0.57 | 0.42 | 1.14 | -0.5 | 1.95 | 1.69 | 1.6 | 1.94 | -0.56 |
| Draw Down(%) | NA | 2.2 | 2.2 | 2.9 | 10.6 | 12.3 | NA | 12.3 | 1.7 | 2.5 | 4.8 | 10.0 | 1.2 | 3.2 | 1.2 | 1.5 | 1.3 | 2.3 | 1.3 | 1.1 | 2.7 | 0.7 | 1.0 | 2.6 | 1.3 | 4.6 |
| Standard Deviation(%) | NA | 3.1 | 2.9 | 4.0 | 4.2 | 3.4 | NA | 3.1 | 3.5 | 3.9 | 5.8 | 4.7 | 1.5 | 3.2 | 2.3 | 1.7 | 1.7 | 2.0 | 2.7 | 1.9 | 2.0 | 1.5 | 2.3 | 2.9 | 3.4 | 4.8 |
| Treynor Ratio | NA | -0.03 | 0.01 | 0.01 | -0.01 | 0.0 | NA | 0.01 | 0.03 | 0.0 | 0.01 | -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 | -0.05 |
| Alpha | NA | -0.01 | 0.0 | -0.01 | 0.0 | 0.0 | NA | 0.0 | 0.0 | -0.01 | -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 | 0.02 |
| Beta | NA | 1.15 | 1.15 | 1.35 | 1.32 | 1.17 | NA | 1.09 | 1.24 | 1.33 | 1.53 | 1.22 | 0.79 | 0.55 | 1.14 | 0.95 | 1.05 | 1.03 | 1.42 | 1.09 | 1.21 | 0.93 | 1.21 | 1.27 | 0.9 | 0.55 |
| RSquared | NA | 0.84 | 0.82 | 0.87 | 0.87 | 0.74 | NA | 0.68 | 0.83 | 0.86 | 0.91 | 0.9 | 0.55 | 0.25 | 0.73 | 0.57 | 0.61 | 0.72 | 0.78 | 0.62 | 0.7 | 0.59 | 0.65 | 0.74 | 0.56 | 0.32 |
| Yield(%) | N/A | 1.7 | N/A | N/A | N/A | N/A | N/A | N/A | 4.3 | 4.2 | 3.6 | 2.2 | 1.2 | 1.5 | 3.0 | 1.9 | 1.4 | 2.0 | 1.7 | 1.5 | 1.5 | 2.0 | 2.4 | 2.5 | 3.5 | 1.4 |
| Dividend Growth(%) | N/A | -60.0 | N/A | N/A | N/A | N/A | N/A | N/A | -0.2 | 17.2 | 50.0 | 83.0 | -19.1 | -49.3 | 61.7 | 37.5 | -33.9 | 16.6 | 17.5 | -5.7 | -21.5 | -17.7 | -1.8 | -23.7 | 135.5 | N/A |
*: NOT annualized;YTD: Year to Date
**Inception: starting from 08/01/2008
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