Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Inception |
|---|---|---|---|---|---|---|---|---|
| CAIBX (CAPITAL INCOME BUILDER CLASS A) | 11.82% | 11.48% | 9.47% | 8.80% | 6.29% | 7.14% | 6.19% | 8.93% |
Data as of 08/01/2025, AR inception is 09/17/1987
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| CAIBX (CAPITAL INCOME BUILDER CLASS A) | 09/17/1987 | 08/01/2025 |
| Last 1 Week | 1 Yr | 3 Yr | 5 Yr | 10 Yr | 15 Yr | 20 Yr | Inception | YTD | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | 2013 | 2012 | 2011 | 2010 | 2009 | 2008 | 2007 | 2006 | 2005 | 2004 | 2003 | 2002 | 2001 | 2000 | 1999 | 1998 | 1997 | 1996 | 1995 | 1994 | 1993 | 1992 | 1991 | 1990 | 1989 | 1988 | 1987 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return (%) | -1.98 | 11.48 | 9.47 | 8.80 | 6.29 | 7.14 | 6.19 | 8.93 | 11.82 | 7.63 | 8.83 | -7.14 | 14.99 | 3.20 | 17.39 | -7.04 | 14.26 | 6.91 | -2.91 | 6.61 | 14.90 | 11.83 | 2.90 | 8.66 | 20.63 | -30.01 | 10.75 | 22.11 | 4.03 | 17.08 | 23.04 | 0.89 | 4.79 | 12.60 | -2.67 | 11.85 | 23.39 | 17.64 | 23.39 | -2.57 | 14.89 | 9.62 | 24.70 | 3.89 | 19.98 | 12.45 | -2.95 |
| Sharpe Ratio | NA | 0.76 | 0.60 | 0.66 | 0.43 | NA | NA | 0.65 | 1.53 | 0.13 | 0.54 | -0.62 | 1.77 | 0.14 | 2.50 | -0.94 | 3.04 | 0.63 | -0.27 | 0.85 | 1.88 | 1.54 | 0.20 | 0.72 | 1.39 | -1.22 | 0.68 | 2.86 | 0.34 | 2.54 | 3.57 | -0.02 | 0.35 | 0.99 | -0.82 | 0.92 | 2.46 | 2.27 | 3.83 | -0.98 | 2.44 | 1.22 | 2.51 | -0.17 | 2.60 | 1.05 | -0.72 |
| Standard Deviation(%) | NA | 10.98 | 10.17 | 10.32 | 11.27 | NA | NA | 10.12 | 11.92 | 8.31 | 8.51 | 13.78 | 8.48 | 21.48 | 6.39 | 8.89 | 4.50 | 10.65 | 10.89 | 7.74 | 7.90 | 7.69 | 14.06 | 11.87 | 14.74 | 25.21 | 11.51 | 6.63 | 5.49 | 6.35 | 6.25 | 9.09 | 7.18 | 8.62 | 7.18 | 9.25 | 8.04 | 6.19 | 5.10 | 5.66 | 5.24 | 5.88 | 8.32 | 8.01 | 5.48 | 7.35 | 19.24 |
| Draw Down(%) | NA | 8.89 | 11.85 | 17.65 | 25.28 | NA | NA | 43.22 | 8.89 | 6.56 | 8.53 | 17.65 | 3.71 | 25.28 | 3.62 | 13.24 | 1.50 | 6.23 | 10.94 | 5.74 | 7.33 | 5.35 | 11.31 | 10.25 | 17.04 | 39.32 | 7.72 | 6.34 | 3.97 | 5.58 | 7.14 | 14.26 | 7.82 | 6.56 | 8.31 | 11.12 | 5.99 | 2.93 | 1.87 | 8.58 | 3.58 | 4.06 | 3.28 | 8.78 | 2.82 | 3.88 | 10.21 |
| Yield(%) | 0.00 | 3.32 | 3.52 | 3.72 | 3.83 | 4.74 | 4.59 | 10.99 | 1.35 | 3.49 | 3.53 | 3.08 | 3.52 | 3.35 | 4.78 | 3.39 | 5.07 | 3.67 | 3.39 | 4.80 | 3.68 | 4.44 | 4.16 | 4.14 | 4.64 | 4.11 | 8.09 | 6.34 | 4.40 | 5.34 | 6.35 | 6.02 | 7.29 | 6.96 | 7.32 | 10.13 | 8.59 | 6.87 | 5.51 | 4.88 | 5.08 | 5.05 | 5.68 | 5.23 | 5.60 | 5.46 | 2.24 |
Data as of 08/01/2025, AR inception is 09/17/1987
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| CAIBX (CAPITAL INCOME BUILDER CLASS A) |
-6.94%
Feb 2006 - Feb 2009 |
-0.29%
May 2007 - May 2012 |
3.75%
Oct 2007 - Oct 2017 |
3.37%
Sep 2007 - Sep 2022 |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| CAIBX (CAPITAL INCOME BUILDER CLASS A) |
22.89%
Mar 1995 - Mar 1998 |
16.95%
Oct 2002 - Oct 2007 |
14.68%
Mar 1988 - Mar 1998 |
12.56%
Sep 1990 - Sep 2005 |
Annualized Rolling Returns Comparison Chart