Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| CAIBX (CAPITAL INCOME BUILDER CLASS A) | 6.20% | 16.39% | 14.76% | 8.10% | 7.82% | 7.46% | 6.62% | … | … |
Data as of 06/05/2026, Common starting date is 09/17/1987
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| CAIBX (CAPITAL INCOME BUILDER CLASS A) | 09/17/1987 | 06/05/2026 |
| Last 1 Week | 1 Yr | 3 Yr | 5 Yr | 10 Yr | 15 Yr | 20 Yr | Common | Inception | YTD | 2025 | 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 (%) | -1.25 | 16.39 | 14.76 | 8.10 | 7.82 | 7.46 | 6.62 | … | … | 6.20 | 20.39 | 10.24 | 8.95 | -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 | 2.07 | 1.36 | 0.60 | 0.58 | NA | NA | … | … | 1.77 | 1.75 | 0.85 | 0.63 | -0.62 | 1.77 | 0.14 | 2.49 | -0.95 | 3.04 | 0.63 | -0.27 | 0.85 | 1.88 | 1.54 | 0.20 | 0.72 | 1.39 | -1.22 | 0.66 | 2.83 | 0.32 | 2.53 | 3.57 | -0.03 | 0.33 | 0.97 | -0.84 | 0.91 | 2.44 | 2.24 | 3.81 | -1.00 | 2.42 | 1.20 | 2.49 | -0.20 | 2.56 | 1.03 | -0.73 |
| Standard Deviation(%) | NA | 7.95 | 8.98 | 10.01 | 10.94 | NA | NA | … | … | 9.62 | 10.04 | 7.81 | 8.50 | 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 | 6.47 | 8.89 | 17.65 | 25.28 | NA | NA | … | … | 6.47 | 8.89 | 4.30 | 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 | 7.90 | 6.42 | 4.79 | 4.84 | 5.08 | 4.87 | … | … | 0.62 | 8.61 | 6.00 | 3.65 | 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 06/05/2026, Common starting date 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