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Percentile ranks based on average annual returns in Morningstar Intermediate Core category — Class F-2 (%)1
Source: Morningstar. Data as of March 31, 2019.The Morningstar rankings do not reflect the effects of sales charges, account fees or taxes. Past results are not predictive of results in future periods. When applicable, investment results reflect fee waivers and/or expense reimbursements, without which results would have been lower.
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Cumulative returns during recent market corrections — Class F-2 (%)1
The Bond Fund of America
% of rolling periods where fund recorded a positive return*
Sources: Capital Group, Morningstar. As of 12/31/18.
*Based on monthly data starting 1/1/09. On January 1, 2009, The Bond Fund of America’s strategy was repositioned from core plus to core fixed income, with its prospectus and guidelines adjusted accordingly. Past results are not predictive of future results. Total number of periods for rolling 3-, 5- and 7-year analyses are 84, 60 and 36, respectively.
Average annualized excess returns for The Bond Fund of America and passive peers (%)2
Sources: Capital Group, Bloomberg Index Services Ltd., Morningstar. As of 3/31/19. All passive peers reflects all passive bond strategies in Morningstar's Intermediate Core category. As of 3/31/19, the average annual returns for the Morningstar Intermediate Core category average were: one year: 3.98%; five years: 2.51%; 10 years: 4.56%.
1Investment results assume all distributions are reinvested and reflect applicable fees and expenses. When applicable, investment results reflect fee waivers and/or expense reimbursements, without which the results would have been lower. Please see americanfunds.com for more information.
2Respective rolling period excess returns shown over strategies' respective prospectus benchmark for passive peer groups net of fees from the Morningstar Intermediate Core category. Group of all passive peers includes passive Intermediate Core category strategies. Based on monthly data for the period 1/1/09 through 3/31/19. The number of rolling periods in 3-, 5-, and 10-year annual excess return timeframes were 88, 64 and 4, respectively. On January 1, 2009, The Bond Fund of America's strategy was repositioned from core plus to core fixed income, with its prospectus and guidelines adjusted accordingly.
Figures shown are past results and are not predictive of results in future periods. Current and future results may be lower or higher than those shown. Share prices and returns will vary, so investors may lose money. Investing for short periods makes losses more likely. View fund expense ratios and returns.
Returns shown at net asset value (NAV) have all distributions reinvested.
Investments are not FDIC-insured, nor are they deposits of or guaranteed by a bank or any other entity, so they may lose value.
Investors should carefully consider investment objectives, risks, charges and expenses. This and other important information is contained in the fund prospectuses and summary prospectuses, which can be obtained from a financial professional and should be read carefully before investing.
There may have been periods when the fund(s) lagged the index(es). Certain market indexes are unmanaged and, therefore, have no expenses. Investors cannot invest directly in an index.
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Funds are managed, so holdings will change.
Investment results assume all distributions are reinvested and reflect applicable fees and expenses.
When applicable, investment results reflect fee waivers and/or expense reimbursements, without which results would have been lower. Read details about how waivers and/or reimbursements affect the results for each fund. View results and yields without fee waiver and/or expense reimbursement.
Statements attributed to an individual represent the opinions of that individual as of the date published and do not necessarily reflect the opinions of Capital Group or its affiliates. This information is intended to highlight issues and should not be considered advice, an endorsement or a recommendation.
This content, developed by Capital Group, home of American Funds, should not be used as a primary basis for investment decisions and is not intended to serve as impartial investment or fiduciary advice.
Investing outside the United States involves risks, such as currency fluctuations, periods of illiquidity and price volatility, as more fully described in the prospectus. These risks may be heightened in connection with investments in developing countries.
The return of principal for bond funds and for funds with significant underlying bond holdings is not guaranteed. Fund shares are subject to the same interest rate, inflation and credit risks associated with the underlying bond holdings. Investments in mortgage-related securities involve additional risks, such as prepayment risk, as more fully described in the prospectus.
Lower rated bonds are subject to greater fluctuations in value and risk of loss of income and principal than higher rated bonds.
Class F-2 shares were first offered on August 1, 2008. Class F-2 share results prior to the date of first sale are hypothetical based on Class A share results without a sales charge, adjusted for typical estimated expenses.
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