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Intermediate Bond Fund Of America, Class 529-a Shares: (MF: CBOAX)
(NASDAQ Mutual Funds) As of Jul 11, 2025 08:00 PM ET
$12.59 USD
-0.02 (-0.16%)
Zacks MF Rank
5-Strong Sell of 5 5
Latest Performance as of Jun 30, 2025
| Total Return %* | Percentile Rank Objective | |
|---|---|---|
| YTD | 4.20 | 26 |
| 3 months | 1.62 | 35 |
| 6 months | 4.20 | 26 |
| 1 Year | 6.94 | 32 |
| 3 Year | 3.06 | 70 |
| 5 Year | 1.14 | 58 |
| 10 Year | 1.85 | 67 |
* Annual for three years and beyond.
| Bull Market (9/02 - 10/07) | 6.27 |
| Bear Market (10/07 - 2/09) | -1.40 |
| Bull Market (2/09 - 3/21) | 41.94 |
Load Adjusted Returns as of Jun 30, 2025
| 1 Year | 4.33 |
| 5 Year | 0.63 |
| 10 Year | 1.60 |
| Since Inception | 3.67 |
Quarterly Return
| 1st Qtr. | 2nd Qtr. | 3rd Qtr. | 4th Qtr. | |
|---|---|---|---|---|
| 2025 | 2.53 | 1.62 | NA | NA |
| 2024 | -0.26 | 0.51 | 4.37 | -1.67 |
| 2023 | 2.35 | -1.70 | -0.66 | 4.45 |
| 2022 | -3.43 | -2.28 | -3.47 | 1.31 |
| 2021 | -1.14 | 0.45 | 0.15 | -0.34 |
| 2020 | 3.33 | 2.50 | 0.73 | 2.60 |
Annual Return
| 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | |
|---|---|---|---|---|---|---|---|---|---|---|---|
| % Total Return | 4.20 | 2.88 | 4.40 | -7.71 | -0.88 | 9.47 | 4.49 | 0.83 | 0.81 | 0.83 | 0.82 |
| % Total Return Rel to Index | 0.18 | 1.62 | -1.12 | 5.30 | 0.66 | 1.96 | -4.23 | 0.82 | -2.73 | -1.82 | 0.25 |
| % Total Return Rel to Peer | 0.41 | -0.98 | -1.99 | 1.80 | -1.55 | 3.53 | -3.48 | 1.98 | -3.19 | -4.30 | 2.80 |
| % Perf Quintile vs Peer* | 0.00 | 0.00 | 5.00 | 2.00 | 4.00 | 1.00 | 5.00 | 2.00 | 5.00 | 5.00 | 1.00 |
| % Dividends | 0.24 | 0.49 | 0.41 | 0.24 | 0.12 | 0.44 | 0.24 | 0.20 | 0.12 | 0.12 | 0.16 |
| % Yield | 1.90 | 3.88 | 3.90 | 1.92 | 0.89 | 3.04 | 1.73 | 1.53 | 0.94 | 0.89 | 1.15 |
| Capital Gains ($) | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.29 | 0.11 | 0.00 | 0.00 | 0.08 | 0.03 |
| Expense Ratio | 0.63 | 0.65 | 0.65 | 0.61 | 0.60 | 0.64 | 0.68 | 0.68 | 0.67 | 0.70 | 0.70 |
* 1 = Top 20%, 5 = Bottom 20%