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American Fds, Short-term Bond Fund Of America, Class F-2 Shs: (MF: SBFFX)
(NASDAQ Mutual Funds) As of Jul 12, 2024 08:00 PM ET
$9.50 USD
+0.01 (0.11%)
Zacks MF Rank
5-Strong Sell of 5 5
Latest Performance as of Jun 30, 2024
| Total Return %* | Percentile Rank Objective | |
|---|---|---|
| YTD | 1.49 | 45 |
| 3 months | 0.88 | 38 |
| 6 months | 1.49 | 45 |
| 1 Year | 4.93 | 54 |
| 3 Year | 0.47 | 31 |
| 5 Year | 1.33 | 42 |
| 10 Year | 1.28 | 64 |
* Annual for three years and beyond.
| Bull Market (9/02 - 10/07) | NA |
| Bear Market (10/07 - 2/09) | NA |
| Bull Market (2/09 - 3/21) | 22.69 |
Load Adjusted Returns as of Jun 30, 2024
| 1 Year | 4.93 |
| 5 Year | 1.32 |
| 10 Year | 1.28 |
| Since Inception | 1.33 |
Quarterly Return
| 1st Qtr. | 2nd Qtr. | 3rd Qtr. | 4th Qtr. | |
|---|---|---|---|---|
| 2024 | 0.60 | 0.88 | NA | NA |
| 2023 | 1.55 | -0.73 | 0.85 | 2.51 |
| 2022 | -2.02 | -1.06 | -1.48 | 0.87 |
| 2021 | -0.14 | -0.01 | -0.02 | -0.44 |
| 2020 | 1.99 | 1.22 | 0.27 | 1.18 |
| 2019 | 1.08 | 1.40 | 0.09 | 0.59 |
Annual Return
| 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | |
|---|---|---|---|---|---|---|---|---|---|---|---|
| % Total Return | 1.49 | 4.22 | -3.66 | -0.62 | 4.75 | 3.22 | 1.33 | 0.90 | 1.07 | 0.50 | 0.53 |
| % Total Return Rel to Index | 2.19 | -1.30 | 9.35 | 0.91 | -2.74 | -5.50 | 1.32 | -2.64 | -1.58 | -0.06 | -5.40 |
| % Total Return Rel to Peer | 0.31 | -2.17 | 5.85 | -1.29 | -1.17 | -4.76 | 2.47 | -3.10 | -4.06 | 2.49 | -2.07 |
| % Perf Quintile vs Peer* | 0.00 | 5.00 | 1.00 | 3.00 | 4.00 | 5.00 | 1.00 | 5.00 | 5.00 | 1.00 | 5.00 |
| % Dividends | 0.20 | 0.33 | 0.14 | 0.06 | 0.23 | 0.20 | 0.19 | 0.11 | 0.09 | 0.09 | 0.05 |
| % Yield | 2.04 | 3.83 | 1.47 | 0.64 | 2.19 | 1.94 | 1.85 | 1.16 | 0.90 | 0.88 | 0.51 |
| Capital Gains ($) | 0.00 | 0.00 | 0.00 | 0.00 | 0.09 | 0.00 | 0.00 | 0.00 | 0.00 | 0.01 | 0.00 |
| Expense Ratio | 0.41 | 0.40 | 0.40 | 0.41 | 0.41 | 0.44 | 0.45 | 0.47 | 0.46 | 0.45 | 0.45 |
* 1 = Top 20%, 5 = Bottom 20%