Back to top
more

Intermediate Bond Fund Of America, Class 529-e Shares: (MF: CBOEX)

(NASDAQ Mutual Funds) As of Jun 26, 2026 05:22 PM ET

$12.56 USD

+0.01 (0.08%)

Zacks MF Rank

This is our Mutual Fund rating system that serves as a timeliness indicator for Mutual Fund's over the next 6 months:

Zacks Rank Definition
1 Strong Buy
2 Buy
3 Hold
4 Sell
5 Strong Sell

Zacks Mutual Fund Rank FAQ - Learn more about the Zacks Mutual Fund Rank
Zacks Mutual Fund Rank Home - All Zacks Rank resources in one place
Zacks Premium - The only way to get access to the Zacks Rank

4-Sell of 5       4  

View All Zacks Mutual Fund Rank #1's

Latest Performance as of May 31, 2026

Total Return %* Percentile Rank Objective
YTD 0.13 90
3 months -1.04 62
6 months 0.28 70
1 Year 3.39 93
3 Year 3.81 85
5 Year 0.87 62
10 Year 1.76 75

* Annual for three years and beyond.

Bull Market (9/02 - 10/07) 4.78
Bear Market (10/07 - 2/09) -1.89
Bull Market (2/09 - 3/21) 40.64

Load Adjusted Returns as of May 31, 2026

1 Year 3.57
5 Year 0.93
10 Year 1.69
Since Inception 3.46

Quarterly Return

1st Qtr. 2nd Qtr. 3rd Qtr. 4th Qtr.
2026 -0.07 NA NA NA
2025 2.48 1.57 1.25 0.77
2024 -0.30 0.47 4.33 -1.72
2023 2.30 -1.74 -0.70 4.41
2022 -3.48 -2.31 -3.52 1.27
2021 -1.19 0.40 0.10 -0.39

Annual Return

20262025202420232022202120202019201820172016
% Total Return 0.136.232.704.21-7.87-1.079.284.310.650.620.66
% Total Return Rel to Index 0.00-1.151.43-1.315.140.461.78-4.410.63-2.92-1.98
% Total Return Rel to Peer -0.85-0.79-1.16-2.171.64-1.743.35-3.671.79-3.38-4.46
% Perf Quintile vs Peer* 4.004.004.005.003.004.001.005.002.005.005.00
% Dividends 0.180.430.470.390.220.090.420.210.180.100.10
% Yield 1.143.313.333.361.740.702.881.561.350.750.73
Capital Gains ($) 0.000.000.000.000.000.000.290.110.000.000.08
Expense Ratio 0.820.830.830.840.810.790.820.860.870.880.90

* 1 = Top 20%, 5 = Bottom 20%