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

(NASDAQ Mutual Funds) As of Apr 2, 2026 05:22 PM ET

$12.63 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

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5-Strong Sell of 5         5

View All Zacks Mutual Fund Rank #1's

Latest Performance as of Feb 28, 2026

Total Return %* Percentile Rank Objective
YTD 1.19 62
3 months 1.34 61
6 months 2.29 78
1 Year 5.31 73
3 Year 4.79 84
5 Year 1.10 62
10 Year 1.89 82

* 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) 40.74

Load Adjusted Returns as of Feb 28, 2026

1 Year 6.23
5 Year 0.71
10 Year 1.87
Since Inception 3.49

Quarterly Return

1st Qtr. 2nd Qtr. 3rd Qtr. 4th Qtr.
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 1.196.232.704.21-7.87-1.079.284.310.650.620.66
% Total Return Rel to Index 0.09-1.151.43-1.315.140.461.78-4.410.63-2.92-1.98
% Total Return Rel to Peer -0.28-0.79-1.16-2.171.64-1.743.35-3.671.79-3.38-4.46
% Perf Quintile vs Peer* 4.004.000.005.002.004.001.005.002.005.005.00
% Dividends 0.070.430.470.390.220.090.420.210.180.100.10
% Yield 0.273.313.713.361.740.702.881.561.350.750.73
Capital Gains ($) 0.000.000.000.000.000.000.290.110.000.000.08
Expense Ratio 0.000.830.830.840.810.790.820.860.870.880.90

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