Nasdaq - Delayed Quote USD

American Funds ST Bd Fd of Amer R4 (RAMEX)

9.41 0.00 (0.00%)
At close: 8:00 PM EDT

Performance Overview

Morningstar Return Rating --
YTD Return 0.20%
5y Average Return 0.91%
Number of Years Up 13
Number of Years Down 3
Best 1Y Total Return (Apr 26, 2024) 3.98%
Worst 1Y Total Return (Apr 26, 2024) --
Best 3Y Total Return 3.98%
Worst 3Y Total Return -0.41%

Trailing Returns (%) Vs. Benchmarks

Monthly Total Returns
RAMEX
Category
YTD
0.54%
0.44%
1-Month
0.44%
0.02%
3-Month
0.54%
0.56%
1-Year
3.00%
2.65%
3-Year
-0.03%
3.38%
5-Year
1.03%
2.40%
10-Year
0.94%
2.01%
Last Bull Market
-0.03%
2.63%
Last Bear Market
-1.02%
-0.33%

Annual Total Return (%) History

Year
RAMEX
Category
2024
--
--
2023
3.98%
--
2022
-3.79%
--
2021
-0.86%
--
2020
3.57%
3.81%
2019
2.97%
4.72%
2018
1.09%
0.92%
2017
0.80%
1.73%

2016
0.93%
2.08%
2015
0.26%
0.19%
2014
0.35%
1.07%
2013
-0.42%
0.45%
2012
0.71%
3.67%
2011
0.99%
1.66%
2010
1.97%
4.11%
2009
3.37%
9.30%
2008
1.10%
-4.23%
2007
--
4.29%

Past Quarterly Returns

YearQ1Q2Q3Q4
2024 0.54% -- -- --
2023 1.49% -0.80% 0.80% 2.46%
2022 -2.08% -1.02% -1.54% 0.81%
2021 -0.20% -0.08% -0.08% -0.50%
2020 1.93% 1.17% 0.22% 0.22%
2019 1.03% 1.35% 0.03% 0.54%
2018 -0.35% 0.26% 0.13% 1.05%
2017 0.45% 0.22% 0.35% -0.22%
2016 0.85% 0.54% -0.01% -0.45%
2015 0.50% 0.14% -0.07% -0.30%

2014 0.17% 0.35% -0.23% 0.05%
2013 0.02% -0.76% 0.23% 0.09%
2012 0.24% 0.23% 0.37% -0.14%
2011 -0.00% 0.66% 0.21% 0.12%
2010 0.74% 0.92% 0.80% -0.49%
2009 1.21% 0.70% 1.39% 0.04%
2008 0.83% -0.08% -0.25% 0.60%
2007 0.74% 1.77% 1.24% --

Rank in Category (By Total Return)

YTD 76
1-Month 85
3-Month 76
1-Year 94
3-Year 74
5-Year 87

Load Adjusted Returns

1-Year 3.00%
3-Year -0.03%
5-Year 1.03%
10-Year 0.94%

Performance & Risk

YTD Return 0.20%
5y Average Return 0.91%
Rank in Category (ytd) 76
% Rank in Category (ytd) --
Beta (5Y Monthly) 0.25
Morningstar Risk Rating

Fund Overview

Category Short-Term Bond
Fund Family American Funds
Net Assets 11.52B
YTD Return 0.54%
Yield 3.59%
Morningstar Rating
Inception Date Aug 19, 2008

Fund Summary

The fund will invest at least 80% of its assets in bonds (bonds include any debt instrument and cash equivalents). It maintains a portfolio of bonds, other debt securities and money market instruments having a dollar-weighted average effective maturity no greater than three years and consisting primarily of debt securities rated AA- or Aa3 or better. The fund primarily invests in debt securities denominated in U.S. dollars. It may invest up to 10% of its assets in debt securities in the A rating category.

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