Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| CBOEX (INTERMEDIATE BOND FUND OF AMERICA CLASS 529-E) | -0.33% | 2.97% | 3.86% | 0.87% | 1.33% | 1.30% | 1.89% | … | … |
Data as of 06/04/2026, Common starting date is 03/15/2002
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| CBOEX (INTERMEDIATE BOND FUND OF AMERICA CLASS 529-E) | 03/15/2002 | 06/04/2026 |
| 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 | 2.97 | 3.86 | 0.87 | 1.33 | 1.30 | 1.89 | … | … | -0.33 | 6.54 | 2.70 | 4.24 | -7.73 | -1.08 | 4.95 | 4.31 | 0.65 | 0.72 | 0.85 | 0.63 | 1.61 | -1.50 | 2.38 | 3.35 | 4.18 | 6.02 | -1.77 | 4.68 | 3.68 | 1.30 | 1.60 | 0.96 | 3.50 |
| Sharpe Ratio | NA | 0.42 | 0.23 | -0.39 | -0.07 | NA | NA | … | … | -0.98 | 1.08 | -0.24 | 0.10 | -1.94 | -0.75 | 1.46 | 1.27 | -0.43 | 0.04 | 0.32 | 0.23 | 0.87 | -0.79 | 1.62 | 1.46 | 1.43 | 1.77 | -0.63 | 0.58 | 0.12 | -0.47 | 0.27 | 0.09 | 1.32 |
| Standard Deviation(%) | NA | 2.88 | 3.98 | 4.19 | 3.35 | NA | NA | … | … | 2.99 | 3.39 | 3.91 | 5.78 | 4.73 | 1.48 | 3.21 | 2.24 | 1.69 | 1.71 | 1.97 | 2.63 | 1.84 | 1.93 | 1.44 | 2.26 | 2.86 | 3.35 | 4.33 | 2.64 | 2.16 | 2.03 | 2.30 | 2.65 | 2.49 |
| Draw Down(%) | NA | 2.18 | 3.54 | 11.09 | 13.04 | NA | NA | … | … | 2.18 | 1.73 | 2.60 | 5.01 | 10.30 | 1.31 | 3.17 | 1.17 | 1.62 | 1.41 | 2.46 | 1.43 | 1.19 | 2.89 | 0.74 | 1.04 | 2.61 | 1.28 | 6.14 | 1.33 | 0.91 | 1.45 | 2.45 | 2.56 | 1.65 |
| Yield(%) | 0.00 | 3.34 | 3.58 | 2.59 | 2.02 | 1.74 | 2.13 | … | … | 1.16 | 3.78 | 3.77 | 3.16 | 1.78 | 0.71 | 1.00 | 2.55 | 1.38 | 0.87 | 1.53 | 1.22 | 0.94 | 0.98 | 1.42 | 1.83 | 1.96 | 2.82 | 3.73 | 4.13 | 3.81 | 3.18 | 2.60 | 1.31 | 0.00 |
Data as of 06/04/2026, Common starting date is 03/15/2002
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| CBOEX (INTERMEDIATE BOND FUND OF AMERICA CLASS 529-E) |
-3.70%
Oct 2020 – Oct 2023 |
-0.36%
Oct 2017 – Oct 2022 |
0.10%
Oct 2012 – Oct 2022 |
1.05%
Oct 2007 – Oct 2022 |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| CBOEX (INTERMEDIATE BOND FUND OF AMERICA CLASS 529-E) |
5.30%
Oct 2008 – Oct 2011 |
3.82%
Oct 2005 – Oct 2010 |
2.76%
Nov 2002 – Nov 2012 |
2.45%
Jul 2005 – Jul 2020 |
Annualized Rolling Returns Comparison Chart