Find A Portfolio/Ticker
Comparison Box
CIBFX: CAPITAL INCOME BUILDER CLASS F-1 (MUTUAL FUND)
Basic Info 66.72 0.13(0.20%) April 26
Asset Class: | World Allocation |
MyPlanIQ Rating: | (74%) |
Start Date: | 04/06/2001 |
Last Dividend Date: | 03/11/2024 |
12-Mo. Yield | 1.95% |
Expenses | 0.26% |
Sign up to get fund ranking change alerts |
Performance Analytics (As of 04/26/2024)
Last 1 Week* | YTD*(2024) | 1 Yr | 3 Yr | 5 Yr | 10 Yr | 15 Yr | 20 Yr | Since 04/06/2001 |
2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | 2013 | 2012 | 2011 | 2010 | 2009 | 2008 | 2007 | 2006 | 2005 | 2004 | 2003 | 2002 | 2001 | |
---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
Annualized Return(%) | 1.6 | 1.4 | 7.4 | 2.9 | 5.5 | 5.0 | 7.6 | 6.1 | 6.6 | 8.9 | -7.2 | 14.9 | 3.1 | 17.3 | -7.1 | 14.1 | 6.8 | -3.0 | 6.6 | 14.8 | 11.8 | 2.8 | 8.7 | 20.6 | -30.0 | 10.7 | 22.0 | 4.0 | 16.9 | 22.8 | 0.5 | 5.5 |
Sharpe Ratio | NA | 0.1 | 0.44 | 0.07 | 0.3 | 0.35 | NA | NA | 0.49 | 0.55 | -0.63 | 1.75 | 0.13 | 2.49 | -0.95 | 3.01 | 0.62 | -0.28 | 0.84 | 1.87 | 1.54 | 0.2 | 0.72 | 1.39 | -1.22 | 0.67 | 2.85 | 0.33 | 2.52 | 3.55 | -0.06 | 0.83 |
Draw Down(%) | NA | 4.1 | 8.5 | 17.7 | 25.3 | 25.3 | NA | NA | 43.3 | 8.5 | 17.7 | 3.7 | 25.3 | 3.6 | 13.3 | 1.5 | 6.2 | 11.0 | 5.7 | 7.3 | 5.3 | 11.3 | 10.2 | 17.1 | 39.3 | 7.7 | 6.3 | 4.0 | 5.6 | 7.1 | 14.3 | 7.9 |
Standard Deviation(%) | NA | 7.3 | 8.1 | 10.4 | 13.0 | 11.1 | NA | NA | 11.4 | 8.5 | 13.8 | 8.5 | 21.5 | 6.4 | 8.9 | 4.5 | 10.7 | 10.9 | 7.8 | 7.9 | 7.7 | 14.1 | 11.9 | 14.8 | 25.2 | 11.5 | 6.6 | 5.5 | 6.3 | 6.2 | 9.1 | 7.0 |
Treynor Ratio | NA | 0.01 | 0.04 | 0.01 | 0.06 | 0.05 | NA | NA | 0.07 | 0.06 | -0.12 | 0.21 | 0.07 | 0.21 | -0.1 | 0.15 | 0.06 | -0.02 | 0.06 | 0.16 | 0.14 | 0.03 | 0.08 | 0.2 | -0.26 | 0.06 | 0.25 | 0.03 | 0.23 | 0.39 | -0.01 | 0.12 |
Alpha | NA | -0.01 | -0.01 | 0.01 | 0.01 | 0.01 | NA | NA | 0.0 | -0.01 | 0.02 | 0.04 | -0.01 | 0.02 | 0.0 | 0.01 | 0.01 | -0.01 | 0.02 | 0.0 | 0.01 | 0.02 | -0.01 | 0.0 | -0.03 | -0.04 | 0.03 | -0.02 | 0.02 | 0.01 | 0.02 | 0.02 |
Beta | NA | 0.74 | 0.85 | 0.74 | 0.6 | 0.73 | NA | NA | 0.85 | 0.81 | 0.72 | 0.71 | 0.42 | 0.75 | 0.86 | 0.88 | 1.17 | 1.27 | 1.07 | 0.95 | 0.85 | 0.91 | 1.05 | 1.02 | 1.19 | 1.33 | 0.77 | 0.66 | 0.69 | 0.57 | 0.56 | 0.47 |
RSquared | NA | 0.71 | 0.74 | 0.65 | 0.33 | 0.44 | NA | NA | 0.65 | 0.68 | 0.64 | 0.56 | 0.12 | 0.47 | 0.67 | 0.58 | 0.87 | 0.9 | 0.86 | 0.81 | 0.86 | 0.9 | 0.93 | 0.92 | 0.92 | 0.87 | 0.74 | 0.56 | 0.66 | 0.68 | 0.74 | 0.61 |
Yield(%) | N/A | 0.7 | 3.5 | 3.2 | 3.7 | 3.8 | 5.7 | 5.1 | N/A | 3.6 | 3.0 | 3.4 | 3.3 | 4.7 | 3.3 | 5.0 | 3.6 | 3.3 | 4.7 | 3.6 | 4.4 | 4.1 | 4.1 | 4.6 | 4.1 | 8.1 | 6.3 | 4.3 | 5.2 | 6.2 | 5.8 | 6.0 |
Dividend Growth(%) | N/A | -80.5 | 6.1 | -2.5 | -0.4 | -14.2 | N/A | N/A | N/A | 6.6 | -1.9 | 2.4 | -20.4 | 26.2 | -27.3 | 45.2 | 0.5 | -27.7 | 40.5 | -10.6 | 5.3 | 3.5 | 2.6 | -22.9 | -48.8 | 46.2 | 47.0 | -8.4 | -2.7 | 2.8 | -4.6 | N/A |
*: NOT annualized;YTD: Year to Date
**Inception: starting from 04/06/2001
Calculate Performance
Start date (MM/dd/yyyy)
End date (MM/dd/yyyy)
View Historical Data in an advanced chart |
Use MyPlanIQ Comparison to compare with multiple funds or portfolios |
See World Allocation Asset Class Trend Rankings |
Top Rated Funds in World Allocation
Best Mutual Funds
- IVAEX (IVY ASSET STRATEGY FUND CLASS I) 1.11% (99%)
- PAUIX (PIMCO ALL ASSET ALL AUTHORITY FUND INSTITUTIONAL) 0.32% (97%)
- PAAIX (ALL ASSET FUND INSTITUTIONAL) 0.28% (96%)
- PATRX (PIMCO ALL ASSET FUND R) 0.28% (95%)
- WARCX (WELLS FARGO ADVANTAGE ABSOLUTE RETURN FUND CLASS C) 0.63% (94%)
- RSSCX (COLUMBIA GLOBAL OPPORTUNITIES FUND COLUMBIA GLOBAL OPPORTUNITIES FUND CLASS C) (93%)
- PALPX (PIMCO ALL ASSET FUND CLASS P) 0.37% (92%)
- JSPCX (JANUS GLOBAL ALLOCATION FUND - CONSERVATIVE CLASS T) 0.36% (92%)
- GBMFX (GMO BENCHMARK-FREE ALLOCATION FUND CLASS III) 0.65% (92%)
- GBATX (GMO STRATEGIC OPPORTUNITIES ALLOCATION FUND CLASS III) 0.65% (91%)
Best ETFs
- RLY (SPDR® SSgA Multi-Asset Real Return ETF) 0.0% (89%)
- GAA (Cambria Global Asset Allocation ETF) 1.09% (72%)
- GMOM (Cambria Global Momentum ETF) 0.46% (64%)
- GAL (SPDR® SSgA Global Allocation ETF) 0.67% (60%)
- GYLD (Arrow Dow Jones Global Yield ETF) 0.54% (42%)
- INKM (SPDR® SSgA Income Allocation ETF) 0.16% (14%)
Best Closed End Funds
- CHW (Calamos Global Dynamic Income Closed Fund) 0.79% (89%)
- CGO (Calamos Global Total Return Closed Fund) 0.70% (27%)
- RCG (RENN Fund Inc) 1.25% (10%)