NasdaqGM - Delayed Quote USD

American Funds Intermediate Bon (0P00016XV2)

12.35 -0.04 (-0.32%)
At close: April 5 at 4:00 PM EDT

Performance Overview

Morningstar Return Rating --
YTD Return -0.23%
5y Average Return 1.32%
Number of Years Up 6
Number of Years Down 2
Best 1Y Total Return (Apr 4, 2024) 7.60%
Worst 1Y Total Return (Apr 4, 2024) --
Best 3Y Total Return 7.60%
Worst 3Y Total Return -1.23%

Trailing Returns (%) Vs. Benchmarks

Monthly Total Returns
0P00016XV2
Category
YTD
-0.20%
0.44%
1-Month
0.67%
0.02%
3-Month
-0.20%
0.56%
1-Year
2.00%
2.65%
3-Year
-0.94%
3.38%
5-Year
1.28%
2.40%
10-Year
1.38%
2.01%
Last Bull Market
0.62%
2.63%
Last Bear Market
-2.07%
-0.33%

Annual Total Return (%) History

Year
0P00016XV2
Category
2024
--
--
2023
4.67%
--
2022
-7.35%
--
2021
-0.65%
--
2020
7.60%
3.81%
2019
4.77%
4.72%
2018
1.12%
0.92%
2017
1.29%
1.73%

2016
1.25%
2.08%

Past Quarterly Returns

YearQ1Q2Q3Q4
2024 -0.20% -- -- --
2023 2.41% -1.64% -0.60% 4.53%
2022 -3.38% -2.07% -3.42% 1.38%
2021 -1.09% 0.52% 0.21% -0.28%
2020 3.40% 2.57% 0.79% 0.66%
2019 1.70% 2.09% 0.44% 0.47%
2018 -0.72% 0.10% 0.17% 1.58%
2017 0.71% 0.53% 0.49% -0.44%
2016 1.78% 0.89% -0.09% -1.30%

Rank in Category (By Total Return)

YTD 98
1-Month 23
3-Month 98
1-Year 99
3-Year 95
5-Year 71

Load Adjusted Returns

1-Year 2.00%
3-Year -0.94%
5-Year 1.28%
10-Year 1.38%

Performance & Risk

YTD Return -0.23%
5y Average Return 1.32%
Rank in Category (ytd) 98
% Rank in Category (ytd) --
Beta (5Y Monthly) 0.60
Morningstar Risk Rating

Fund Overview

Category Short-Term Bond
Fund Family American Funds
Net Assets 24.06B
YTD Return -0.20%
Yield 3.89%
Morningstar Rating
Inception Date Jun 26, 2002

Fund Summary

The fund maintains a portfolio of bonds, other debt securities and money market instruments having a dollar-weighted average effective maturity of no less than three years and no greater than five years under normal market conditions. It invests primarily in bonds and other debt securities with quality ratings of A- or better or A3 or better or unrated but determined to be of equivalent quality by the fund's investment adviser. The fund primarily invests in debt securities denominated in U.S. dollars.

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