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American Funds Interm Bd Fd of Amer529F3 (FIFBX)

12.51
+0.02
+(0.16%)
At close: 8:00:46 PM EDT

Performance Overview

Morningstar Return Rating --
YTD Return 2.33%
5y Average Return 0.00%
Number of Years Up 2
Number of Years Down 2
Best 1Y Total Return (May 21, 2025) 4.76%
Worst 1Y Total Return (May 21, 2025) --
Best 3Y Total Return 4.76%
Worst 3Y Total Return -1.15%

Trailing Returns (%) Vs. Benchmarks

Monthly Total Returns
FIFBX
Category
YTD
3.71%
0.44%
1-Month
1.07%
0.02%
3-Month
3.09%
0.56%
1-Year
8.89%
2.65%
3-Year
3.05%
3.38%
5-Year
1.21%
2.40%
10-Year
1.78%
2.01%
Last Bull Market
5.44%
2.63%
Last Bear Market
-2.04%
-0.33%

Annual Total Return (%) History

Year
FIFBX
Category
2025
--
--
2024
3.23%
--
2023
4.76%
--
2022
-7.25%
--
2021
-0.57%
--

Past Quarterly Returns

YearQ1Q2Q3Q4
2025 2.62% -- -- --
2024 -0.18% 0.61% 4.47% -1.60%
2023 2.43% -1.62% -0.57% 4.55%
2022 -3.36% -2.04% -3.39% 1.41%
2021 -1.00% 0.46% 0.24% -0.27%

Rank in Category (By Total Return)

YTD 1
1-Month 2
3-Month 1
1-Year 3
3-Year 93
5-Year 91

Load Adjusted Returns

1-Year 8.89%
3-Year 3.05%
5-Year 1.21%
10-Year 1.78%

Performance & Risk

YTD Return 2.33%
5y Average Return 0.00%
Rank in Category (ytd) 1
% Rank in Category (ytd) --
Beta (5Y Monthly) 0.64
Morningstar Risk Rating

Fund Overview

Category Short-Term Bond
Fund Family American Funds
Net Assets 25.75B
YTD Return 3.71%
Yield 4.28%
Morningstar Rating
Inception Date Oct 30, 2020

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.

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