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American Funds Bond Fund of Amer 529C (CFACX)

11.27 +0.01 (+0.09%)
At close: June 14 at 8:00 PM EDT

Fund Summary

The fund invests at least 80% of its assets in bonds and other debt securities, which may be represented by derivatives. It invests at least 60% of its assets in debt securities rated A3 or better or A- or better by Nationally Recognized Statistical Ratings Organizations designated by the fund’s investment adviser, or in debt securities that are unrated but determined to be of equivalent quality by the fund’s investment adviser, and in U.S. government securities, money market instruments, cash or cash equivalents.

Risk Overview

Morningstar Risk Rating
Best 1Y Total Return 13.95%
Worst 1Y Total Return --
Number of Years Up 15
Number of Years Down 6

Performance & Risk

YTD Return -0.38%
5y Average Return -0.21%
Rank in Category (ytd) 97
% Rank in Category (ytd) --
Beta (5Y Monthly) 0.99
Morningstar Risk Rating

Risk Statistics

3 Years5 Years10 Years
CFACXCategory AverageCFACXCategory AverageCFACXCategory Average
Alpha -0.96 0 -0.3 0 -0.71 0
BETA 0.99 0.01 1 0.01 0.99 0.01
Mean Annual Return -0.32 0 -0.02 0 0.06 0
R-squared 99.42 0.84 98.71 0.86 98.26 0.86
Standard Deviation 7.36 0.04 6.23 0.03 4.83 0.03
Sharpe Ratio -0.96 0.01 -0.4 0.01 -0.19 0.01
Treynor Ratio -7.32 0.07 -2.74 0.02 -1.04 0.03

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