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American Funds Corporate Bond 529C (COBCX)
9.34
+0.02
+(0.21%)
At close: May 16 at 8:00:26 PM EDT
Performance Overview
| Morningstar Return Rating | -- |
| YTD Return | 1.23% |
| 5y Average Return | -1.20% |
| Number of Years Up | 5 |
| Number of Years Down | 3 |
| Best 1Y Total Return (May 16, 2025) | 12.53% |
| Worst 1Y Total Return (May 16, 2025) | -- |
| Best 3Y Total Return | 12.53% |
| Worst 3Y Total Return | -4.79% |
Trailing Returns (%) Vs. Benchmarks
Monthly Total Returns
COBCX
Category
- YTD
- 1.93%
- -0.67%
- 1-Month
- -0.13%
- 1.48%
- 3-Month
- 1.63%
- 3.14%
- 1-Year
- 6.46%
- 4.42%
- 3-Year
- 1.53%
- 7.37%
- 5-Year
- -1.19%
- 4.80%
- 10-Year
- 1.71%
- 4.92%
- Last Bull Market
- 6.60%
- 5.92%
- Last Bear Market
- -7.83%
- 1.35%
Annual Total Return (%) History
Year
COBCX
Category
Past Quarterly Returns
| Year | Q1 | Q2 | Q3 | Q4 |
|---|---|---|---|---|
| 2025 | 2.06% | -- | -- | -- |
| 2024 | -0.80% | -0.25% | 5.68% | -3.50% |
| 2023 | 3.65% | -0.95% | -3.81% | 7.97% |
| 2022 | -7.41% | -7.83% | -5.02% | 2.83% |
| 2021 | -5.26% | 2.91% | -0.16% | -0.23% |
| 2020 | 0.05% | 8.96% | 0.89% | 2.01% |
| 2019 | 4.89% | 3.97% | 2.49% | 0.68% |
| 2018 | -2.42% | -1.04% | 0.64% | -0.47% |
| 2017 | 1.03% | 2.07% | 1.21% | 0.34% |
| 2016 | -3.19% | -- | -- | -- |
Rank in Category (By Total Return)
| YTD | 84 |
| 1-Month | 70 |
| 3-Month | 58 |
| 1-Year | 96 |
| 3-Year | 99 |
| 5-Year | 100 |
Load Adjusted Returns
| 1-Year | 5.46% |
| 3-Year | 1.53% |
| 5-Year | -1.19% |
| 10-Year | 1.71% |
Performance & Risk
| YTD Return | 1.23% |
| 5y Average Return | -1.20% |
| Rank in Category (ytd) | 84 |
| % Rank in Category (ytd) | -- |
| Beta (5Y Monthly) | 1.17 |
| Morningstar Risk Rating |
Fund Overview
| Category | Corporate Bond |
| Fund Family | American Funds |
| Net Assets | 1.95B |
| YTD Return | 1.93% |
| Yield | 3.09% |
| Morningstar Rating | |
| Inception Date | Oct 30, 2020 |
Fund Summary
The fund normally invests at least 80% of its assets in corporate debt securities, which may be represented by derivatives. It will also normally invest all of its assets in debt instruments, (including bonds, mortgage- and other asset-backed securities, but excluding derivatives) with quality ratings of Baa3 or better or BBB- or better or in debt instruments that are unrated but determined at the time of purchase to be of equivalent quality by the investment adviser.
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