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American Funds Intermediate Bond Fund of America (...
Performance
Risk-Adjusted Performance
Dividends
Drawdowns
Volatility

Fund Info

ISINUS4588091003
CUSIP458809100
IssuerAmerican Funds
Inception DateFeb 19, 1988
CategoryShort-Term Bond
Min. Investment$250
Asset ClassBond

Expense Ratio

AIBAX has a high expense ratio of 0.63%, indicating higher-than-average management fees.


Expense ratio chart for AIBAX: current value at 0.63% compared with the broader market ranging from 0.00% to 2.12%.0.50%1.00%1.50%2.00%0.63%

Share Price Chart


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Compare to other instruments

Search for stocks, ETFs, and funds for a quick comparison or use the comparison tool for more options.


American Funds Intermediate Bond Fund of America

Popular comparisons: AIBAX vs. AMECX, AIBAX vs. BNDX, AIBAX vs. FXAIX

Performance

Performance Chart

The chart shows the growth of an initial investment of $10,000 in American Funds Intermediate Bond Fund of America, comparing it to the performance of the S&P 500 index or another benchmark. All prices have been adjusted for splits and dividends.


500.00%1,000.00%1,500.00%2,000.00%December2024FebruaryMarchAprilMay
309.02%
1,890.19%
AIBAX (American Funds Intermediate Bond Fund of America)
Benchmark (^GSPC)

S&P 500

Returns By Period

American Funds Intermediate Bond Fund of America had a return of -0.40% year-to-date (YTD) and 1.58% in the last 12 months. Over the past 10 years, American Funds Intermediate Bond Fund of America had an annualized return of 1.17%, while the S&P 500 had an annualized return of 10.90%, indicating that American Funds Intermediate Bond Fund of America did not perform as well as the benchmark.


PeriodReturnBenchmark
Year-To-Date-0.40%11.05%
1 month1.57%4.86%
6 months2.76%17.50%
1 year1.58%27.37%
5 years (annualized)1.11%13.14%
10 years (annualized)1.17%10.90%

Monthly Returns

The table below presents the monthly returns of AIBAX, with color gradation from worst to best to easily spot seasonal factors. Returns are adjusted for dividends.


JanFebMarAprMayJunJulAugSepOctNovDecTotal
20240.39%-1.29%0.65%-1.53%-0.40%
20231.80%-1.74%2.34%0.43%-0.90%-1.22%0.29%0.06%-1.00%-0.58%2.82%2.19%4.43%
2022-1.01%-0.45%-2.01%-1.66%0.46%-0.94%1.65%-1.99%-3.11%-0.60%2.09%-0.14%-7.56%
2021-0.17%-0.53%-0.45%0.36%0.22%-0.13%0.54%-0.10%-0.29%-0.24%0.05%-0.15%-0.90%
20201.10%1.44%0.75%1.24%0.67%0.58%0.73%0.01%0.01%-0.07%0.40%0.27%7.36%
20190.59%0.05%1.00%0.26%0.94%0.84%-0.28%0.89%-0.23%0.36%-0.17%1.06%5.43%
2018-0.64%-0.35%0.23%-0.39%0.52%-0.08%0.00%0.45%-0.33%-0.02%0.37%1.15%0.92%
20170.29%0.22%0.13%0.33%0.31%-0.19%0.38%0.38%-0.37%-0.05%-0.41%-0.05%0.96%
20160.90%0.15%0.69%0.15%-0.46%1.17%-0.01%-0.53%0.43%-0.06%-1.29%-0.08%1.03%
20151.42%-0.65%0.39%0.11%-0.10%-0.40%0.36%-0.09%0.55%-0.12%-0.35%-0.29%0.83%
20140.80%0.26%-0.26%0.40%0.62%-0.04%-0.19%0.32%-0.41%0.53%0.39%-0.50%1.92%
2013-0.38%0.33%0.04%0.41%-0.97%-0.99%0.25%-0.42%0.78%0.41%-0.04%-0.56%-1.17%

Risk-Adjusted Performance

Risk-Adjusted Performance Rank

The current rank of AIBAX is 6, indicating that it is in the bottom 6% of mutual funds on our website in terms of risk-adjusted performance. This ranking is based on the combined values of the indicators listed below.


The Risk-Adjusted Performance Rank of AIBAX is 66
AIBAX (American Funds Intermediate Bond Fund of America)
The Sharpe Ratio Rank of AIBAX is 66Sharpe Ratio Rank
The Sortino Ratio Rank of AIBAX is 66Sortino Ratio Rank
The Omega Ratio Rank of AIBAX is 55Omega Ratio Rank
The Calmar Ratio Rank of AIBAX is 77Calmar Ratio Rank
The Martin Ratio Rank of AIBAX is 77Martin Ratio Rank
The risk-adjusted ranks indicate the investment's position relative to the market. A rank closer to 100 signifies top-performing investments, while a rank closer to 0 might suggest underperformance, based on the selected ratio. The values are calculated based on the past 12 months of returns.

Risk-Adjusted Performance Indicators

The charts below present risk-adjusted performance metrics for American Funds Intermediate Bond Fund of America (AIBAX) and compare them to a chosen benchmark (^GSPC). These indicators evaluate an investment's returns against its associated risks.


AIBAX
Sharpe ratio
The chart of Sharpe ratio for AIBAX, currently valued at 0.25, compared to the broader market-1.000.001.002.003.004.000.25
Sortino ratio
The chart of Sortino ratio for AIBAX, currently valued at 0.41, compared to the broader market-2.000.002.004.006.008.0010.0012.000.41
Omega ratio
The chart of Omega ratio for AIBAX, currently valued at 1.05, compared to the broader market0.501.001.502.002.503.003.501.05
Calmar ratio
The chart of Calmar ratio for AIBAX, currently valued at 0.13, compared to the broader market0.002.004.006.008.0010.0012.000.13
Martin ratio
The chart of Martin ratio for AIBAX, currently valued at 0.74, compared to the broader market0.0020.0040.0060.0080.000.74
^GSPC
Sharpe ratio
The chart of Sharpe ratio for ^GSPC, currently valued at 2.49, compared to the broader market-1.000.001.002.003.004.002.49
Sortino ratio
The chart of Sortino ratio for ^GSPC, currently valued at 3.52, compared to the broader market-2.000.002.004.006.008.0010.0012.003.52
Omega ratio
The chart of Omega ratio for ^GSPC, currently valued at 1.43, compared to the broader market0.501.001.502.002.503.003.501.43
Calmar ratio
The chart of Calmar ratio for ^GSPC, currently valued at 2.03, compared to the broader market0.002.004.006.008.0010.0012.002.03
Martin ratio
The chart of Martin ratio for ^GSPC, currently valued at 9.57, compared to the broader market0.0020.0040.0060.0080.009.57

Sharpe Ratio

The current American Funds Intermediate Bond Fund of America Sharpe ratio is 0.25. This value is calculated based on the past 12 months of trading data and takes into account price changes and dividends.

Use the chart below to compare the Sharpe ratio of American Funds Intermediate Bond Fund of America with the selected benchmark, providing insights into the investment's historical performance in terms of risk-adjusted returns. Go to the Sharpe ratio tool for more fine-grained control over the calculation options.


Rolling 12-month Sharpe Ratio-0.500.000.501.001.502.002.503.00December2024FebruaryMarchAprilMay
0.25
2.49
AIBAX (American Funds Intermediate Bond Fund of America)
Benchmark (^GSPC)

Dividends

Dividend History

American Funds Intermediate Bond Fund of America granted a 3.72% dividend yield in the last twelve months. The annual payout for that period amounted to $0.46 per share.


PeriodTTM20232022202120202019201820172016201520142013
Dividend$0.46$0.42$0.27$0.12$0.45$0.48$0.22$0.15$0.23$0.19$0.17$0.18

Dividend yield

3.72%3.32%2.14%0.91%3.25%3.56%1.66%1.11%1.72%1.43%1.24%1.34%

Monthly Dividends

The table displays the monthly dividend distributions for American Funds Intermediate Bond Fund of America. The dividends shown in the table have been adjusted to account for any splits that may have occurred.


JanFebMarAprMayJunJulAugSepOctNovDecTotal
2024$0.04$0.04$0.04$0.04$0.00$0.16
2023$0.02$0.02$0.04$0.03$0.04$0.04$0.04$0.04$0.04$0.04$0.04$0.04$0.42
2022$0.01$0.01$0.02$0.02$0.03$0.02$0.03$0.04$0.01$0.02$0.03$0.03$0.27
2021$0.01$0.01$0.01$0.01$0.01$0.01$0.01$0.02$0.01$0.01$0.01$0.02$0.12
2020$0.02$0.02$0.02$0.02$0.01$0.01$0.01$0.01$0.01$0.01$0.01$0.30$0.45
2019$0.02$0.02$0.02$0.02$0.03$0.02$0.02$0.02$0.02$0.02$0.02$0.25$0.48
2018$0.01$0.01$0.02$0.02$0.02$0.02$0.02$0.02$0.02$0.02$0.02$0.02$0.22
2017$0.01$0.01$0.02$0.01$0.01$0.01$0.01$0.01$0.01$0.01$0.01$0.01$0.15
2016$0.01$0.01$0.01$0.01$0.02$0.02$0.02$0.02$0.01$0.01$0.01$0.08$0.23
2015$0.01$0.01$0.01$0.02$0.02$0.02$0.02$0.02$0.02$0.01$0.01$0.03$0.19
2014$0.02$0.02$0.02$0.01$0.01$0.01$0.01$0.01$0.01$0.01$0.01$0.01$0.17
2013$0.02$0.02$0.02$0.02$0.02$0.02$0.01$0.01$0.01$0.02$0.01$0.01$0.18

Drawdowns

Drawdowns Chart

The Drawdowns chart displays portfolio losses from any high point along the way.


-8.00%-6.00%-4.00%-2.00%0.00%December2024FebruaryMarchAprilMay
-4.72%
-0.21%
AIBAX (American Funds Intermediate Bond Fund of America)
Benchmark (^GSPC)

Worst Drawdowns

The table below displays the maximum drawdowns of the American Funds Intermediate Bond Fund of America. A maximum drawdown is a measure of risk, indicating the largest reduction in portfolio value due to a series of losing trades.

The maximum drawdown for the American Funds Intermediate Bond Fund of America was 10.99%, occurring on Oct 20, 2022. The portfolio has not yet recovered.

The current American Funds Intermediate Bond Fund of America drawdown is 4.72%.


Depth

Start

To Bottom

Bottom

To Recover

End

Total

-10.99%Jan 5, 2021453Oct 20, 2022
-6.06%Jan 31, 199471May 9, 1994231Mar 28, 1995302
-5.84%Jan 24, 2008212Nov 24, 2008151Jul 2, 2009363
-5.46%Jan 2, 199252Mar 13, 199279Jul 2, 1992131
-3.17%Mar 9, 20209Mar 19, 202014Apr 8, 202023

Volatility

Volatility Chart

The current American Funds Intermediate Bond Fund of America volatility is 1.13%, representing the average percentage change in the investments's value, either up or down over the past month. The chart below shows the rolling one-month volatility.


1.00%2.00%3.00%4.00%December2024FebruaryMarchAprilMay
1.13%
3.40%
AIBAX (American Funds Intermediate Bond Fund of America)
Benchmark (^GSPC)