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Intermediate Bond Fund Of America, Class 529-e Shares: (MF: CBOEX)
(NASDAQ Mutual Funds) As of Sep 24, 2025 08:00 PM ET
$12.73 USD
-0.02 (-0.16%)
Zacks MF Rank
4-Sell of 5 4
Latest Performance as of Aug 31, 2025
| Total Return %* | Percentile Rank Objective | |
|---|---|---|
| YTD | 5.09 | 43 |
| 3 months | 2.14 | 69 |
| 6 months | 2.95 | 33 |
| 1 Year | 4.34 | 56 |
| 3 Year | 3.34 | 73 |
| 5 Year | 1.00 | 59 |
| 10 Year | 1.74 | 77 |
* Annual for three years and beyond.
| Bull Market (9/02 - 10/07) | 4.78 |
| Bear Market (10/07 - 2/09) | -1.89 |
| Bull Market (2/09 - 3/21) | 38.94 |
Load Adjusted Returns as of Aug 31, 2025
| 1 Year | 6.74 |
| 5 Year | 0.95 |
| 10 Year | 1.67 |
| Since Inception | 3.48 |
Quarterly Return
| 1st Qtr. | 2nd Qtr. | 3rd Qtr. | 4th Qtr. | |
|---|---|---|---|---|
| 2025 | 2.48 | 1.57 | NA | NA |
| 2024 | -0.30 | 0.47 | 4.33 | -1.72 |
| 2023 | 2.30 | -1.74 | -0.70 | 4.41 |
| 2022 | -3.48 | -2.31 | -3.52 | 1.27 |
| 2021 | -1.19 | 0.40 | 0.10 | -0.39 |
| 2020 | 3.28 | 2.46 | 0.68 | 2.56 |
Annual Return
| 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | |
|---|---|---|---|---|---|---|---|---|---|---|---|
| % Total Return | 5.09 | 2.70 | 4.21 | -7.87 | -1.07 | 9.28 | 4.31 | 0.65 | 0.62 | 0.66 | 0.61 |
| % Total Return Rel to Index | 0.09 | 1.43 | -1.31 | 5.14 | 0.46 | 1.78 | -4.41 | 0.63 | -2.92 | -1.98 | 0.03 |
| % Total Return Rel to Peer | 0.09 | -1.16 | -2.17 | 1.64 | -1.74 | 3.35 | -3.67 | 1.79 | -3.38 | -4.46 | 2.59 |
| % Perf Quintile vs Peer* | 0.00 | 0.00 | 5.00 | 2.00 | 4.00 | 1.00 | 5.00 | 2.00 | 5.00 | 5.00 | 1.00 |
| % Dividends | 0.31 | 0.47 | 0.39 | 0.22 | 0.09 | 0.42 | 0.21 | 0.18 | 0.10 | 0.10 | 0.13 |
| % Yield | 2.41 | 3.71 | 3.70 | 1.74 | 0.70 | 2.88 | 1.56 | 1.35 | 0.75 | 0.73 | 0.95 |
| Capital Gains ($) | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.29 | 0.11 | 0.00 | 0.00 | 0.08 | 0.03 |
| Expense Ratio | 0.82 | 0.83 | 0.84 | 0.81 | 0.79 | 0.82 | 0.86 | 0.87 | 0.88 | 0.90 | 0.91 |
* 1 = Top 20%, 5 = Bottom 20%