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

Fund Info

ISIN

US4588091003

CUSIP

458809100

Inception Date

Feb 19, 1988

Min. Investment

$250

Asset Class

Bond

Expense Ratio

AIBAX has an expense ratio of 0.63%, placing it in the medium range.


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.


Performance

Performance Chart


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Returns By Period

American Funds Intermediate Bond Fund of America (AIBAX) returned 2.29% year-to-date (YTD) and 6.12% over the past 12 months. Over the past 10 years, AIBAX returned 1.17% annually, underperforming the S&P 500 benchmark at 10.46%.


AIBAX

YTD

2.29%

1M

0.32%

6M

2.48%

1Y

6.12%

5Y*

0.26%

10Y*

1.17%

^GSPC (Benchmark)

YTD

-3.77%

1M

7.44%

6M

-5.60%

1Y

8.37%

5Y*

14.12%

10Y*

10.46%

*Annualized

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
20250.57%1.53%0.41%0.71%-0.95%2.29%
20240.39%-1.29%0.66%-1.52%1.32%0.74%1.90%1.38%1.04%-1.78%0.56%-0.45%2.91%
20231.80%-1.74%2.33%0.43%-0.90%-1.22%0.29%0.06%-1.00%-0.58%2.82%2.18%4.44%
2022-1.00%-0.46%-2.01%-1.67%0.46%-0.94%1.65%-1.99%-3.11%-0.60%2.09%-0.14%-7.57%
2021-0.17%-0.53%-0.45%0.36%0.22%-0.13%0.54%-0.09%-0.29%-0.25%0.05%-0.14%-0.89%
20201.10%1.44%0.75%1.24%0.67%0.58%0.73%0.01%0.01%-0.07%0.40%-1.78%5.15%
20190.60%0.05%0.99%0.25%0.94%0.85%-0.28%0.89%-0.23%0.36%-0.17%-0.67%3.63%
2018-0.64%-0.36%0.23%-0.39%0.53%-0.08%0.00%0.44%-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%-0.38%-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%-0.57%0.53%
20151.42%-0.65%0.39%0.11%-0.10%-0.40%0.36%-0.09%0.55%-0.12%-0.35%-0.42%0.69%
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%

Risk-Adjusted Performance

Risk-Adjusted Performance Rank

With an overall rank of 88, AIBAX is among the top 12% of mutual funds on our website when it comes to balancing risk and reward. Below is a breakdown of how it compares using common performance measures.


The Risk-Adjusted Performance Rank of AIBAX is 8888
Overall Rank
The Sharpe Ratio Rank of AIBAX is 9090
Sharpe Ratio Rank
The Sortino Ratio Rank of AIBAX is 9191
Sortino Ratio Rank
The Omega Ratio Rank of AIBAX is 8989
Omega Ratio Rank
The Calmar Ratio Rank of AIBAX is 8181
Calmar Ratio Rank
The Martin Ratio Rank of AIBAX is 8787
Martin 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.


The Sharpe ratio helps investors understand how much return they're getting for the level of risk taken. A higher Sharpe ratio indicates better risk-adjusted performance, meaning more reward for each unit of risk.

American Funds Intermediate Bond Fund of America Sharpe ratios as of May 11, 2025 (values are recalculated daily):

  • 1-Year: 1.56
  • 5-Year: 0.06
  • 10-Year: 0.36
  • All Time: 1.25

These values reflect how efficiently the investment has delivered returns relative to its volatility over different time periods. All figures are annualized and based on daily total returns (including price changes and dividends).

The chart below shows the rolling Sharpe ratio of American Funds Intermediate Bond Fund of America compared to the selected benchmark. This view highlights how the investment's risk-adjusted performance has changed over time. For deeper analysis or to customize the calculation, use the Sharpe ratio tool.


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Dividends

Dividend History

American Funds Intermediate Bond Fund of America provided a 3.65% dividend yield over the last twelve months, with an annual payout of $0.46 per share. The fund has been increasing its distributions for 3 consecutive years.


0.50%1.00%1.50%2.00%2.50%3.00%3.50%4.00%$0.00$0.10$0.20$0.30$0.40$0.5020142015201620172018201920202021202220232024
Dividends
Dividend Yield
PeriodTTM20242023202220212020201920182017201620152014
Dividend$0.46$0.49$0.42$0.27$0.12$0.45$0.48$0.22$0.15$0.23$0.19$0.17

Dividend yield

3.65%3.99%3.32%2.14%0.91%3.25%3.56%1.66%1.11%1.72%1.43%1.24%

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
2025$0.04$0.04$0.04$0.00$0.00$0.12
2024$0.04$0.04$0.04$0.04$0.04$0.04$0.04$0.04$0.04$0.04$0.04$0.04$0.49
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

Drawdowns

Drawdowns Chart

The Drawdowns chart displays portfolio losses from any high point along the way. Drawdowns are calculated considering price movements and all distributions paid, if any.


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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 12.76%, occurring on Oct 20, 2022. The portfolio has not yet recovered.

The current American Funds Intermediate Bond Fund of America drawdown is 1.29%.


Depth

Start

To Bottom

Bottom

To Recover

End

Total

-12.76%Dec 31, 2020455Oct 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 chart below shows the rolling one-month volatility.


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