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American Funds Interm Bd Fd of Amer R5 (RBOFX)

Nasdaq - Nasdaq Delayed price. Currency in USD
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12.26+0.04 (+0.33%)
At close: 08:00PM EDT

Performance overview

Morningstar return ratingN/A1
Year-to-date return-0.58%
5-year average return1.29%
Number of years up17
Number of years down4
Best 1-yr total return (2 May 2024)7.71%
Worst 1-yr total return (2 May 2024)N/A
Best 3-yr total return7.71%
Worst 3-yr total return-1.13%

Trailing returns (%) vs. Benchmarks

Time periods longer than one year are annualised.
ReturnRBOFXCategory
YTD-1.67%0.44%
1-month-1.50%0.02%
3-month-2.08%0.56%
1-year0.12%2.65%
3-year-1.46%3.38%
5-year1.03%2.40%
10-year1.31%2.01%
Last bull market4.95%2.63%
Last bear market-2.05%-0.33%

Annual total return (%) history

Year
RBOFXCategory
2024
N/AN/A
2023
4.77%N/A
2022
-7.25%N/A
2021
-0.55%N/A
2020
7.71%3.81%
2019
4.88%4.72%
2018
1.20%0.92%
2017
1.26%1.73%
2016
1.42%2.08%
2015
1.20%0.19%
2014
2.22%1.07%
2013
-0.90%0.45%
2012
2.99%3.67%
2011
3.97%1.66%
2010
5.00%4.11%
2009
6.66%9.30%
2008
-1.15%-4.23%
2007
5.31%4.29%
2006
4.31%4.05%
2005
1.94%1.45%
2004
2.34%1.63%
2003
2.90%2.54%
2002
N/A5.47%

Past quarterly returns (%)

YearQ1Q2Q3Q4
2024-0.17%N/AN/AN/A
20232.44%-1.61%-0.57%4.55%
2022-3.36%-2.05%-3.39%1.41%
2021-1.07%0.54%0.24%-0.26%
20203.42%2.60%0.82%0.69%
20191.73%2.12%0.46%0.50%
2018-0.71%0.12%0.19%1.60%
20170.71%0.51%0.47%-0.43%
20161.81%0.93%-0.06%-1.25%
20151.22%-0.33%0.90%-0.58%
20140.87%1.05%-0.22%0.50%
20130.06%-1.50%0.68%-0.13%
20120.62%1.05%1.14%0.15%
20110.36%1.61%1.32%0.63%
20101.33%2.61%2.00%-0.99%
20091.25%1.89%2.89%0.49%
20080.05%-0.23%-1.19%0.23%
20071.56%0.12%2.02%1.52%
20060.01%0.43%2.77%1.06%
2005-0.28%1.86%-0.19%0.56%
20041.52%-1.32%1.83%0.32%
20030.85%1.54%0.18%0.31%
20023.03%0.84%N/AN/A

Rank in category (by total return)

YTD99
1-month97
3-month99
1-year99
3-year94
5-year75

Load adjusted returns

1-year0.12%
3-year-1.46%
5-year1.03%
10-year1.31%