IBAFX Performance — Intermediate Bond Fund of America, Class F-2
Data updated: 2026-07-29
IBAFX returned +0.25% year to date and +4.18% over one year to May 2026. Annualised returns are +4.40% over 3 years and +1.43% over 5 years. The fund trailed its Intermediate Core Bond category average: $100 invested three years ago grew to $114, against $115 for the category, and to $104 over one year, against $105. Volatility over the past three years was 3.68% a year. In the 12 months to May 2026 the fund took in a net $3.1B, and assets reached $28.57B.
IBAFX Growth of $100
What $100 invested in Intermediate Bond Fund of America grew to, compounded from monthly returns reported on SEC Form N-PORT, against the Intermediate Core Bond category average over the same months.
| Period | IBAFX | Category average |
|---|---|---|
| 1 year (Jun 2025 – May 2026) | $104 | $105 |
| 3 years (Jun 2023 – May 2026) | $114 | $115 |
| 5 years (Jun 2021 – May 2026) | $107 | $103 |
| Since data start (Sep 2019 – May 2026) | $115 | $109 |
IBAFX Trailing Returns
Total returns to May 2026, from SEC N-PORT.
| Period | Total return |
|---|---|
| YTD | +0.25% |
| 1 year | +4.18% |
| 3 years (annualised) | +4.40% |
| 5 years (annualised) | +1.43% |
IBAFX Annual Returns
Calendar-year total returns of Intermediate Bond Fund of America, compounded from monthly SEC N-PORT returns. Partial years show the months covered.
| Year | Total return |
|---|---|
| 2026 (Jan–May) | +0.25% |
| 2025 | +7.12% |
| 2024 | +3.18% |
| 2023 | +4.71% |
| 2022 | −7.31% |
| 2021 | −0.61% |
| 2020 | +7.65% |
| 2019 (Sep–Dec) | +0.26% |
IBAFX Monthly Returns
Monthly total returns as reported on SEC Form N-PORT.
| Year | Jan | Feb | Mar | Apr | May | Jun | Jul | Aug | Sep | Oct | Nov | Dec |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
| 2026 | +0.2% | +1.0% | −1.2% | +0.2% | +0.1% | — | — | — | — | — | — | — |
| 2025 | +0.6% | +1.5% | +0.4% | +1.1% | −0.6% | +1.2% | −0.4% | +1.4% | +0.3% | +0.4% | +0.6% | +0.3% |
| 2024 | +0.4% | −1.3% | +0.7% | −1.5% | +1.4% | +0.8% | +1.9% | +1.4% | +1.1% | −1.8% | +0.6% | −0.4% |
| 2023 | +1.8% | −1.7% | +2.4% | +0.5% | −0.9% | −1.2% | +0.3% | +0.1% | −1.0% | −0.6% | +2.8% | +2.2% |
| 2022 | −1.0% | −0.4% | −2.0% | −1.6% | +0.5% | −0.9% | +1.7% | −2.0% | −3.1% | −0.6% | +2.1% | −0.1% |
| 2021 | −0.1% | −0.5% | −0.4% | +0.4% | +0.2% | −0.1% | +0.6% | −0.1% | −0.3% | −0.2% | +0.1% | −0.1% |
| 2020 | +1.1% | +1.5% | +0.8% | +1.3% | +0.7% | +0.6% | +0.7% | 0.0% | 0.0% | 0.0% | +0.4% | +0.3% |
| 2019 | — | — | — | — | — | — | — | — | −0.2% | +0.4% | −0.1% | +0.2% |
IBAFX Risk
Risk measures from monthly returns over Jun 2023 – May 2026.
- 3-year volatility (annualised): 3.68%
- 3-year Sharpe ratio: -0.03 (vs 4.5% risk-free rate)
- Best month: +2.85% (Nov 2023)
- Worst month: −1.76% (Oct 2024)
IBAFX Fund Flows
Monthly money in and out of Intermediate Bond Fund of America, from SEC Form N-PORT.
- 12-month net flow: $3.1B
- 12-month gross sales (incl. reinvestments): $7.0B
- Sales ÷ redemptions: 1.78×
| Month | Sales | Redemptions | Net flow |
|---|---|---|---|
| May 2026 | $435.4M | $265.2M | $170.2M |
| Apr 2026 | $820.8M | $347.6M | $473.2M |
| Mar 2026 | $443.4M | $603.4M | −$160.0M |
| Feb 2026 | $411.2M | $282.0M | $129.2M |
| Jan 2026 | $1.1B | $363.1M | $717.3M |
| Dec 2025 | $588.2M | $329.7M | $258.5M |
| Nov 2025 | $413.8M | $314.0M | $99.9M |
| Oct 2025 | $467.8M | $275.5M | $192.3M |
| Sep 2025 | $495.0M | $271.2M | $223.8M |
| Aug 2025 | $414.3M | $306.9M | $107.4M |
| Jul 2025 | $390.1M | $360.5M | $29.6M |
| Jun 2025 | $1.1B | $236.5M | $828.2M |
IBAFX Assets Under Management
Net assets of Intermediate Bond Fund of America by report date, from SEC N-PORT filings.
| Report date | Net assets |
|---|---|
| 2026-05-31 | $28.57B |
| 2026-02-28 | $28.64B |
| 2025-11-30 | $27.42B |
| 2025-08-31 | $26.81B |
| 2025-05-31 | $25.54B |
| 2025-02-28 | $25.62B |
| 2024-11-30 | $25.09B |
| 2024-08-31 | $24.97B |
| 2024-05-31 | $24.14B |
| 2024-02-29 | $23.81B |
| 2023-11-30 | $23.40B |
| 2023-08-31 | $23.44B |
For information only. Not investment advice: figures are as reported in SEC filings and may contain errors or be out of date. Past performance does not guarantee future results.