Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| CBOAX (INTERMEDIATE BOND FUND OF AMERICA CLASS 529-A) | -0.43% | 3.48% | 4.03% | 1.06% | 1.51% | 1.50% | 2.12% | … | … |
Data as of 06/03/2026, Common starting date is 02/27/2002
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| CBOAX (INTERMEDIATE BOND FUND OF AMERICA CLASS 529-A) | 02/27/2002 | 06/03/2026 |
| Last 1 Week | 1 Yr | 3 Yr | 5 Yr | 10 Yr | 15 Yr | 20 Yr | Common | Inception | YTD | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | 2013 | 2012 | 2011 | 2010 | 2009 | 2008 | 2007 | 2006 | 2005 | 2004 | 2003 | 2002 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return (%) | -0.08 | 3.48 | 4.03 | 1.06 | 1.51 | 1.50 | 2.12 | … | … | -0.43 | 6.84 | 2.90 | 4.43 | -7.56 | -0.87 | 5.15 | 4.50 | 0.84 | 0.91 | 1.06 | 0.82 | 1.83 | -1.28 | 2.63 | 3.63 | 4.60 | 6.32 | -1.48 | 4.98 | 3.99 | 1.60 | 1.92 | 1.19 | 2.27 |
| Sharpe Ratio | NA | 0.49 | 0.28 | -0.34 | -0.02 | NA | NA | … | … | -0.99 | 1.16 | -0.19 | 0.14 | -1.91 | -0.61 | 1.52 | 1.33 | -0.32 | 0.14 | 0.43 | 0.30 | 0.98 | -0.68 | 1.77 | 1.57 | 1.56 | 1.85 | -0.56 | 0.69 | 0.26 | -0.32 | 0.40 | 0.18 | 0.60 |
| Standard Deviation(%) | NA | 2.93 | 3.96 | 4.18 | 3.34 | NA | NA | … | … | 3.00 | 3.43 | 3.84 | 5.78 | 4.72 | 1.47 | 3.20 | 2.28 | 1.71 | 1.72 | 1.97 | 2.64 | 1.85 | 1.94 | 1.47 | 2.29 | 2.90 | 3.37 | 4.36 | 2.68 | 2.21 | 2.07 | 2.33 | 2.67 | 2.58 |
| Draw Down(%) | NA | 2.18 | 3.47 | 10.89 | 12.73 | NA | NA | … | … | 2.18 | 1.73 | 2.57 | 4.94 | 10.17 | 1.20 | 3.17 | 1.17 | 1.56 | 1.36 | 2.37 | 1.41 | 1.15 | 2.81 | 0.73 | 1.04 | 2.59 | 1.28 | 5.91 | 1.31 | 0.90 | 1.43 | 2.37 | 2.53 | 1.65 |
| Yield(%) | 0.00 | 3.54 | 3.77 | 2.77 | 2.21 | 1.94 | 2.36 | … | … | 1.22 | 3.98 | 3.96 | 3.35 | 1.95 | 0.92 | 1.20 | 2.73 | 1.57 | 1.06 | 1.73 | 1.41 | 1.15 | 1.20 | 1.66 | 2.11 | 2.37 | 3.10 | 4.01 | 4.42 | 4.11 | 3.47 | 2.91 | 1.54 | 0.13 |
Data as of 06/03/2026, Common starting date is 02/27/2002
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| CBOAX (INTERMEDIATE BOND FUND OF AMERICA CLASS 529-A) |
-3.52%
Oct 2020 – Oct 2023 |
-0.17%
Oct 2017 – Oct 2022 |
0.30%
Oct 2012 – Oct 2022 |
1.29%
Oct 2007 – Oct 2022 |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| CBOAX (INTERMEDIATE BOND FUND OF AMERICA CLASS 529-A) |
5.64%
Oct 2008 – Oct 2011 |
4.15%
Oct 2005 – Oct 2010 |
3.06%
Mar 2002 – Mar 2012 |
2.70%
Jul 2005 – Jul 2020 |
Annualized Rolling Returns Comparison Chart