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Intermediate Bond Fund Of America, Class 529-c Shares: (MF: CBOCX)
(NASDAQ Mutual Funds) As of Jul 11, 2025 08:00 PM ET
$12.56 USD
-0.02 (-0.16%)
Zacks MF Rank
5-Strong Sell of 5 5
Latest Performance as of Jun 30, 2025
| Total Return %* | Percentile Rank Objective | |
|---|---|---|
| YTD | 3.82 | 51 |
| 3 months | 1.51 | 43 |
| 6 months | 3.82 | 51 |
| 1 Year | 6.14 | 60 |
| 3 Year | 2.29 | 88 |
| 5 Year | 0.41 | 65 |
| 10 Year | 1.13 | 93 |
* Annual for three years and beyond.
| Bull Market (9/02 - 10/07) | 3.98 |
| Bear Market (10/07 - 2/09) | -2.18 |
| Bull Market (2/09 - 3/21) | 26.26 |
Load Adjusted Returns as of Jun 30, 2025
| 1 Year | 5.08 |
| 5 Year | 0.40 |
| 10 Year | 1.13 |
| Since Inception | 2.98 |
Quarterly Return
| 1st Qtr. | 2nd Qtr. | 3rd Qtr. | 4th Qtr. | |
|---|---|---|---|---|
| 2025 | 2.26 | 1.51 | NA | NA |
| 2024 | -0.37 | 0.33 | 4.18 | -1.87 |
| 2023 | 2.16 | -1.89 | -0.85 | 4.18 |
| 2022 | -3.67 | -2.34 | -3.74 | 1.21 |
| 2021 | -1.34 | 0.28 | -0.08 | -0.48 |
| 2020 | 3.14 | 2.25 | 0.54 | 2.48 |
Annual Return
| 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | |
|---|---|---|---|---|---|---|---|---|---|---|---|
| % Total Return | 3.82 | 2.19 | 3.53 | -8.35 | -1.62 | 8.67 | 3.84 | 0.04 | 0.12 | 0.23 | 0.05 |
| % Total Return Rel to Index | -0.19 | 0.93 | -1.99 | 4.66 | -0.08 | 1.17 | -4.88 | 0.03 | -3.42 | -2.42 | -0.51 |
| % Total Return Rel to Peer | 0.02 | -1.67 | -2.86 | 1.16 | -2.29 | 2.74 | -4.13 | 1.18 | -3.88 | -4.90 | 2.04 |
| % Perf Quintile vs Peer* | 0.00 | 0.00 | 5.00 | 2.00 | 5.00 | 2.00 | 5.00 | 2.00 | 5.00 | 5.00 | 2.00 |
| % Dividends | 0.20 | 0.40 | 0.32 | 0.15 | 0.04 | 0.35 | 0.14 | 0.11 | 0.03 | 0.04 | 0.05 |
| % Yield | 1.54 | 3.15 | 3.17 | 1.24 | 0.30 | 2.41 | 1.05 | 0.84 | 0.26 | 0.30 | 0.41 |
| Capital Gains ($) | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.29 | 0.11 | 0.00 | 0.00 | 0.08 | 0.03 |
| Expense Ratio | 1.39 | 1.40 | 1.41 | 1.37 | 1.33 | 1.37 | 1.39 | 1.43 | 1.44 | 1.46 | 1.46 |
* 1 = Top 20%, 5 = Bottom 20%