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CIBBX: CAPITAL INCOME BUILDER CLASS B (MUTUAL FUND)
Basic Info
Asset Class: | World Allocation |
MyPlanIQ Rating: | Not Rated |
Start Date: | 04/03/2000 |
Last Dividend Date: | 03/15/2017 |
12-Mo. Yield | 0.27% |
Expenses | 1.38% |
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Performance Analytics (As of 09/11/2020)
Not up-to-date? TryLast 1 Week* | 1 Yr | 3 Yr | 5 Yr | 10 Yr | 15 Yr | Since 04/03/2000 |
2017 | 2016 | 2015 | 2014 | 2013 | 2012 | 2011 | 2010 | 2009 | 2008 | 2007 | 2006 | 2005 | 2004 | 2003 | 2002 | 2001 | 2000 | |
---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
Annualized Return(%) | 0.0 | 0.0 | 0.0 | 2.3 | 4.5 | 6.1 | 6.5 | 4.4 | 6.1 | -3.7 | 5.8 | 14.0 | 11.0 | 2.1 | 7.8 | 19.7 | -30.6 | 9.8 | 21.1 | 3.4 | 16.2 | 21.8 | -0.1 | 2.9 | 11.9 |
Sharpe Ratio | NA | 0.78 | 0.36 | 0.74 | 0.22 | NA | 0.49 | 3.84 | 0.55 | -0.34 | 0.75 | 1.77 | 1.43 | 0.14 | 0.65 | 1.33 | -1.25 | 0.6 | 2.74 | 0.23 | 2.42 | 3.46 | -0.13 | 0.09 | 1.64 |
Draw Down(%) | NA | 6.1 | 13.5 | 13.5 | 43.9 | NA | 43.9 | 1.0 | 6.3 | 11.2 | 5.9 | 7.4 | 5.4 | 11.6 | 10.4 | 17.2 | 39.7 | 7.7 | 6.3 | 4.1 | 5.8 | 7.1 | 14.6 | 8.0 | 4.0 |
Standard Deviation(%) | NA | 8.7 | 9.6 | 9.1 | 13.2 | NA | 11.0 | 4.4 | 10.6 | 10.9 | 7.8 | 7.9 | 7.7 | 14.1 | 11.9 | 14.7 | 25.2 | 11.5 | 6.5 | 5.4 | 6.3 | 6.1 | 9.0 | 7.2 | 7.4 |
Treynor Ratio | NA | 0.06 | 0.03 | 0.06 | 0.03 | NA | 0.06 | 0.21 | 0.05 | -0.03 | 0.05 | 0.15 | 0.13 | 0.02 | 0.07 | 0.19 | -0.26 | 0.05 | 0.23 | 0.02 | 0.22 | 0.37 | -0.02 | 0.01 | 0.16 |
Alpha | NA | -0.02 | 0.0 | 0.0 | -0.01 | NA | 0.0 | 0.01 | 0.01 | -0.01 | 0.01 | 0.0 | 0.01 | 0.02 | -0.01 | -0.01 | -0.03 | -0.04 | 0.03 | -0.02 | 0.02 | 0.01 | 0.02 | 0.01 | 0.03 |
Beta | NA | 1.17 | 1.18 | 1.09 | 1.09 | NA | 0.94 | 0.81 | 1.17 | 1.27 | 1.07 | 0.95 | 0.85 | 0.91 | 1.05 | 1.02 | 1.19 | 1.33 | 0.77 | 0.67 | 0.69 | 0.57 | 0.57 | 0.5 | 0.77 |
RSquared | NA | 0.82 | 0.87 | 0.85 | 0.89 | NA | 0.81 | 0.64 | 0.87 | 0.9 | 0.86 | 0.81 | 0.86 | 0.9 | 0.93 | 0.92 | 0.93 | 0.88 | 0.76 | 0.57 | 0.68 | 0.71 | 0.75 | 0.61 | 0.49 |
Yield(%) | N/A | 2.1 | 2.6 | 3.3 | 3.1 | 4.6 | N/A | 0.3 | 2.6 | 2.5 | 4.0 | 2.9 | 3.6 | 3.3 | 3.4 | 3.8 | 3.4 | 7.3 | 5.5 | 3.8 | 4.6 | 5.3 | 5.1 | 5.6 | 5.2 |
Dividend Growth(%) | N/A | -18.5 | -14.8 | -27.5 | N/A | N/A | N/A | -88.9 | -4.6 | -34.3 | 50.3 | -14.0 | 6.0 | 2.4 | 2.5 | -24.9 | -52.3 | 51.0 | 47.3 | -9.0 | 0.0 | -0.5 | -10.8 | 13.2 | N/A |
*: NOT annualized;YTD: Year to Date
**Inception: starting from 04/03/2000
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