Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| CBOCX (INTERMEDIATE BOND FUND OF AMERICA CLASS 529-C) | -0.65% | 2.96% | 3.25% | 0.29% | 0.75% | 0.73% | 1.34% | … | … |
Data as of 06/08/2026, Common starting date is 02/27/2002
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| CBOCX (INTERMEDIATE BOND FUND OF AMERICA CLASS 529-C) | 02/27/2002 | 06/08/2026 |
| 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 (%) | -0.48 | 2.96 | 3.25 | 0.29 | 0.75 | 0.73 | 1.34 | … | … | -0.65 | 5.96 | 2.21 | 3.53 | -8.26 | -1.63 | 4.34 | 3.84 | 0.05 | 0.16 | 0.31 | 0.07 | 1.06 | -2.01 | 1.84 | 2.82 | 3.71 | 5.48 | -2.25 | 4.14 | 3.17 | 0.78 | 1.12 | 0.70 | 2.24 |
| Sharpe Ratio | NA | -0.01 | 0.00 | -0.54 | -0.27 | NA | NA | … | … | -1.35 | 0.94 | -0.37 | -0.02 | -2.04 | -1.11 | 1.29 | 1.08 | -0.82 | -0.30 | 0.05 | 0.02 | 0.57 | -1.07 | 1.28 | 1.26 | 1.28 | 1.62 | -0.75 | 0.39 | -0.12 | -0.75 | 0.06 | -0.01 | 0.59 |
| Standard Deviation(%) | NA | 2.77 | 3.85 | 4.14 | 3.30 | NA | NA | … | … | 2.98 | 3.27 | 3.81 | 5.73 | 4.76 | 1.48 | 3.17 | 2.19 | 1.64 | 1.63 | 1.90 | 2.58 | 1.81 | 1.91 | 1.41 | 2.22 | 2.82 | 3.32 | 4.29 | 2.58 | 2.09 | 1.97 | 2.27 | 2.62 | 2.58 |
| Draw Down(%) | NA | 2.15 | 3.19 | 11.76 | 13.93 | NA | NA | … | … | 2.15 | 1.66 | 2.65 | 5.27 | 10.76 | 1.79 | 3.10 | 1.17 | 1.80 | 1.61 | 2.74 | 1.56 | 1.28 | 3.05 | 0.79 | 1.12 | 2.65 | 1.28 | 6.52 | 1.37 | 1.09 | 1.50 | 2.58 | 2.60 | 1.65 |
| Yield(%) | 0.00 | 3.11 | 3.12 | 2.15 | 1.54 | 1.24 | 1.62 | … | … | 1.24 | 3.21 | 3.22 | 2.57 | 1.26 | 0.31 | 0.48 | 2.01 | 0.86 | 0.32 | 0.98 | 0.67 | 0.39 | 0.47 | 0.88 | 1.32 | 1.49 | 2.29 | 3.26 | 3.62 | 3.33 | 2.67 | 2.13 | 1.06 | 0.11 |
Data as of 06/08/2026, 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 |
|---|---|---|---|---|
| CBOCX (INTERMEDIATE BOND FUND OF AMERICA CLASS 529-C) |
-4.25%
Oct 2020 – Oct 2023 |
-0.90%
Oct 2017 – Oct 2022 |
-0.44%
Oct 2012 – Oct 2022 |
0.52%
Oct 2007 – Oct 2022 |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| CBOCX (INTERMEDIATE BOND FUND OF AMERICA CLASS 529-C) |
4.78%
Oct 2008 – Oct 2011 |
3.31%
Oct 2005 – Oct 2010 |
2.34%
Mar 2002 – Mar 2012 |
1.91%
Jul 2005 – Jul 2020 |
Annualized Rolling Returns Comparison Chart