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American Funds Interm Bd Fd of Amer 529E (CBOEX)

Nasdaq - Nasdaq Delayed price. Currency in USD
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12.21+0.04 (+0.33%)
At close: 08:05AM EDT

Performance overview

Morningstar return ratingN/A1
Year-to-date return-1.84%
5-year average return0.49%
Number of years up17
Number of years down4
Best 1-yr total return (29 Apr 2024)7.14%
Worst 1-yr total return (29 Apr 2024)N/A
Best 3-yr total return7.14%
Worst 3-yr total return-1.66%

Trailing returns (%) vs. Benchmarks

Time periods longer than one year are annualised.
ReturnCBOEXCategory
YTD-0.31%0.44%
1-month0.63%0.02%
3-month-0.31%0.56%
1-year1.56%2.65%
3-year-1.36%3.38%
5-year0.85%2.40%
10-year0.95%2.01%
Last bull market0.25%2.63%
Last bear market-2.18%-0.33%

Annual total return (%) history

Year
CBOEXCategory
2024
N/AN/A
2023
4.22%N/A
2022
-7.75%N/A
2021
-1.08%N/A
2020
7.14%3.81%
2019
4.31%4.72%
2018
0.65%0.92%
2017
0.70%1.73%
2016
0.84%2.08%
2015
0.61%0.19%
2014
1.61%1.07%
2013
-1.50%0.45%
2012
2.37%3.67%
2011
3.35%1.66%
2010
4.37%4.11%
2009
6.01%9.30%
2008
-1.76%-4.23%
2007
4.66%4.29%
2006
3.68%4.05%
2005
1.29%1.45%
2004
1.66%1.63%
2003
2.23%2.54%
2002
N/A5.47%

Past quarterly returns (%)

YearQ1Q2Q3Q4
2024-0.31%N/AN/AN/A
20232.30%-1.75%-0.71%4.42%
2022-3.48%-2.18%-3.52%1.27%
2021-1.19%0.41%0.10%-0.39%
20203.29%2.46%0.68%0.55%
20191.59%1.98%0.33%0.36%
2018-0.84%-0.01%0.06%1.46%
20170.58%0.37%0.33%-0.57%
20161.67%0.78%-0.19%-1.40%
20151.07%-0.48%0.75%-0.73%
20140.72%0.90%-0.36%0.35%
2013-0.10%-1.64%0.53%-0.28%
20120.47%0.89%0.99%0.00%
20110.21%1.46%1.16%0.48%
20101.17%2.46%1.85%-1.14%
20091.08%1.74%2.73%0.34%
2008-0.11%-0.39%-1.35%0.08%
20071.40%-0.05%1.87%1.37%
2006-0.15%0.28%2.61%0.91%
2005-0.45%1.69%-0.35%0.41%
20041.35%-1.48%1.66%0.16%
20030.70%1.37%0.01%0.13%
20022.82%2.86%0.66%N/A

Rank in category (by total return)

YTD99
1-month31
3-month99
1-year99
3-year99
5-year91

Load adjusted returns

1-year1.56%
3-year-1.36%
5-year0.85%
10-year0.95%