NasdaqGM - Delayed Quote USD

American Funds Intermediate Bon (0P00016XV2)

12.35 -0.04 (-0.32%)
As of April 5 at 4:00 PM EDT. Market Open.

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.

Risk Overview

Morningstar Risk Rating
Best 1Y Total Return 7.60%
Worst 1Y Total Return --
Number of Years Up 6
Number of Years Down 2

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

Risk Statistics

3 Years5 Years10 Years
0P00016XV2Category Average0P00016XV2Category Average0P00016XV2Category Average
Alpha -0.65 0.01 0.15 0.01 -0.16 0
BETA 0.6 0 0.59 0 0.58 0
Mean Annual Return -0.07 0 0.11 0 0.12 0
R-squared 92.32 0.32 89.06 0.35 88.01 0.35
Standard Deviation 4.58 0.03 3.8 0.02 2.94 0.02
Sharpe Ratio -0.84 0.01 -0.21 0.01 -0.02 0.01
Treynor Ratio -6.46 0.06 -1.49 0.04 -0.16 0.06

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