It is the internal testing website that you are visiting. Please go to our official customer website (www.myplaniq.com).
Find A Portfolio/Ticker
Comparison Box
CBOAX: INTERMEDIATE BOND FUND OF AMERICA CLASS 529-A (MUTUAL FUND)
Basic Info 12.5 0.05(0.40%) June 05
| Asset Class: | Short-Term Bond |
| MyPlanIQ Rating: | (47%) |
| Start Date: | 02/27/2002 |
| Last Dividend Date: | 04/30/2026 |
| 12-Mo. Yield | 3.87% |
| Expenses | 0.29% |
| Sign up to get fund ranking change alerts | |
Performance Analytics (As of 06/01/2026)
Not up-to-date? Try| Last 1 Week* | YTD*(2026) | 1 Yr | 3 Yr | 5 Yr | 10 Yr | 15 Yr | 20 Yr | Inception** | 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(%) | -0.6 | -0.7 | 3.0 | 3.9 | 1.0 | 1.5 | 1.5 | 2.1 | 2.1 | 6.8 | 2.9 | 4.4 | -7.6 | -0.9 | 5.1 | 4.5 | 0.8 | 0.9 | 1.1 | 0.8 | 1.8 | -1.3 | 2.6 | 3.6 | 4.6 | 6.3 | -1.5 | 5.0 | 4.0 | 1.6 | 1.9 | 1.2 | 2.3 |
| Sharpe Ratio | NA | -0.99 | 0.49 | 0.28 | -0.34 | -0.02 | NA | NA | 0.29 | 1.16 | -0.19 | 0.14 | -1.91 | -0.61 | 1.52 | 1.33 | -0.32 | 0.14 | 0.43 | 0.3 | 0.98 | -0.68 | 1.77 | 1.57 | 1.56 | 1.85 | -0.56 | 0.69 | 0.26 | -0.32 | 0.4 | 0.18 | 0.6 |
| Draw Down(%) | NA | 2.2 | 2.2 | 3.5 | 10.9 | 12.7 | NA | NA | 12.7 | 1.7 | 2.6 | 4.9 | 10.2 | 1.2 | 3.2 | 1.2 | 1.6 | 1.4 | 2.4 | 1.4 | 1.2 | 2.8 | 0.7 | 1.0 | 2.6 | 1.3 | 5.9 | 1.3 | 0.9 | 1.4 | 2.4 | 2.5 | 1.7 |
| Standard Deviation(%) | NA | 3.0 | 2.9 | 4.0 | 4.2 | 3.3 | NA | NA | 2.9 | 3.4 | 3.8 | 5.8 | 4.7 | 1.5 | 3.2 | 2.3 | 1.7 | 1.7 | 2.0 | 2.6 | 1.9 | 1.9 | 1.5 | 2.3 | 2.9 | 3.4 | 4.4 | 2.7 | 2.2 | 2.1 | 2.3 | 2.7 | 2.6 |
| Treynor Ratio | NA | -0.03 | 0.01 | 0.01 | -0.01 | 0.0 | NA | NA | 0.01 | 0.03 | -0.01 | 0.01 | -0.07 | -0.01 | 0.09 | 0.03 | -0.01 | 0.0 | 0.01 | 0.01 | 0.02 | -0.01 | 0.03 | 0.03 | 0.04 | 0.07 | -0.03 | 0.03 | 0.01 | -0.01 | 0.01 | 0.01 | 0.02 |
| Alpha | NA | -0.01 | 0.0 | -0.01 | 0.0 | 0.0 | NA | NA | 0.0 | 0.0 | -0.01 | -0.01 | 0.0 | 0.0 | 0.01 | -0.01 | 0.0 | 0.0 | -0.01 | 0.0 | 0.0 | -0.01 | -0.01 | 0.01 | -0.01 | -0.02 | 0.01 | 0.0 | 0.0 | 0.0 | 0.0 | -0.01 | 0.0 |
| Beta | NA | 1.15 | 1.12 | 1.33 | 1.31 | 1.16 | NA | NA | 1.0 | 1.22 | 1.3 | 1.53 | 1.22 | 0.76 | 0.54 | 1.11 | 0.92 | 1.02 | 1.0 | 1.4 | 1.06 | 1.19 | 0.88 | 1.17 | 1.26 | 0.9 | 0.71 | 0.72 | 0.68 | 0.74 | 0.85 | 0.9 | 0.67 |
| RSquared | NA | 0.82 | 0.79 | 0.86 | 0.86 | 0.74 | NA | NA | 0.62 | 0.81 | 0.85 | 0.91 | 0.9 | 0.52 | 0.24 | 0.71 | 0.55 | 0.59 | 0.7 | 0.77 | 0.6 | 0.69 | 0.56 | 0.63 | 0.74 | 0.57 | 0.42 | 0.44 | 0.31 | 0.32 | 0.56 | 0.55 | 0.52 |
| Yield(%) | N/A | 1.2 | N/A | N/A | N/A | N/A | N/A | N/A | N/A | 4.0 | 4.0 | 3.3 | 2.0 | 0.9 | 1.2 | 2.7 | 1.6 | 1.1 | 1.7 | 1.4 | 1.2 | 1.2 | 1.7 | 2.1 | 2.4 | 3.1 | 4.0 | 4.4 | 4.1 | 3.5 | 2.9 | 1.5 | 0.1 |
| Dividend Growth(%) | N/A | -68.4 | N/A | N/A | N/A | N/A | N/A | N/A | N/A | -0.2 | 18.7 | 56.2 | 108.6 | -21.0 | -55.1 | 72.7 | 48.4 | -39.5 | 22.0 | 23.2 | -6.1 | -27.0 | -20.1 | -9.3 | -20.6 | -27.6 | -8.6 | 7.4 | 16.2 | 18.4 | 88.7 | 1083.3 | N/A |
*: NOT annualized;YTD: Year to Date
**Inception: starting from 02/19/2002
Calculate Performance
Start date (MM/dd/yyyy)
End date (MM/dd/yyyy)
|
View Historical Data in an advanced chart |
Use MyPlanIQ Comparison to compare with multiple funds or portfolios |
See Short-Term Bond Asset Class Trend Rankings |
Top Rated Funds in Short-Term Bond
Best Mutual Funds
- FSHBX (FIDELITY SHORT-TERM BOND FUND FIDELITY SHORT-TERM BOND FUND) (100%)
- VBISX (VANGUARD SHORT-TERM BOND INDEX FUND INVESTOR SHARES) (100%)
- VFSTX (VANGUARD SHORT-TERM INVESTMENT-GRADE FUND INVESTOR SHARES) (99%)
- ASDIX (AAM/HIMCO SHORT DURATION FUND CLASS I) (98%)
- MSTIX (MAINSTAY TAX ADVANTAGED SHORT TERM BOND FUND CLASS I) (98%)
- DFCFX (LWAS/DFA TWO YEAR FIXED INCOME PORTFOLIO LWAS/DFA TWO YEAR FIXED INCOME PORTFOLIO) (98%)
- JSDUX (JPMORGAN SHORT DURATION BOND FUND CLASS R6) (97%)
- VBIRX (Vanguard Short-Term Bond Index Fund Admiral Shares) (97%)
- BBSGX (STERLING CAPITAL SHORT DURATION BOND FUND INSTITUTIONAL CLASS) (96%)
- JASBX (JANUS SHORT-TERM BOND FUND CLASS T) (96%)
Best ETFs
- BSV (Vanguard Short-Term Bond ETF) 0.26% (99%)
- VCSH (Vanguard Short-Term Corporate Bond ETF) 0.29% (35%)
- STIP (iShares 0-5 Year TIPS Bond ETF) 0.23% (33%)
- FLRN (SPDR Bloomberg Investment Grade Floating Rate ETF) 0.0% (32%)
- ISTB (iShares Core 1-5 Year USD Bond ETF) 0.27% (3%)
Latest Articles Related to CBOAX
Register for FREE
No Credit Card Required
Or Start FREE 30-day trial now >>
Or Start FREE 30-day trial now >>
