Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| CIBCX (CAPITAL INCOME BUILDER CLASS C) | 5.87% | 15.52% | 13.90% | 7.30% | 7.01% | 6.63% | 5.78% | … | … |
Data as of 06/05/2026, Common starting date is 04/06/2001
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| CIBCX (CAPITAL INCOME BUILDER CLASS C) | 04/06/2001 | 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 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return (%) | -1.26 | 15.52 | 13.90 | 7.30 | 7.01 | 6.63 | 5.78 | … | … | 5.87 | 19.49 | 9.42 | 8.14 | -7.84 | 14.15 | 2.44 | 16.51 | -7.76 | 13.33 | 6.09 | -3.70 | 5.77 | 13.99 | 10.93 | 2.06 | 7.77 | 19.66 | -30.61 | 9.82 | 21.06 | 3.35 | 16.10 | 21.65 | -0.20 | 5.00 |
| Sharpe Ratio | NA | 1.94 | 1.27 | 0.52 | 0.51 | NA | NA | … | … | 1.67 | 1.66 | 0.74 | 0.53 | -0.67 | 1.67 | 0.10 | 2.35 | -1.03 | 2.83 | 0.55 | -0.34 | 0.74 | 1.76 | 1.43 | 0.14 | 0.65 | 1.32 | -1.25 | 0.58 | 2.72 | 0.20 | 2.41 | 3.45 | -0.15 | 0.70 |
| Standard Deviation(%) | NA | 8.00 | 8.99 | 10.02 | 10.94 | NA | NA | … | … | 9.62 | 10.08 | 7.80 | 8.50 | 13.80 | 8.47 | 21.48 | 6.39 | 8.89 | 4.50 | 10.64 | 10.91 | 7.75 | 7.91 | 7.69 | 14.07 | 11.86 | 14.77 | 25.16 | 11.46 | 6.53 | 5.41 | 6.28 | 6.07 | 8.99 | 6.96 |
| Draw Down(%) | NA | 6.54 | 8.93 | 18.11 | 25.36 | NA | NA | … | … | 6.54 | 8.93 | 4.41 | 8.70 | 18.11 | 3.78 | 25.36 | 3.71 | 13.86 | 1.53 | 6.24 | 11.19 | 5.87 | 7.40 | 5.41 | 11.61 | 10.35 | 17.18 | 39.71 | 7.72 | 6.34 | 4.15 | 5.80 | 7.14 | 14.66 | 8.08 |
| Yield(%) | 0.00 | 7.09 | 5.55 | 4.02 | 3.98 | 4.15 | 4.02 | … | … | 0.42 | 7.74 | 5.17 | 2.86 | 2.36 | 2.68 | 2.63 | 3.93 | 2.61 | 4.20 | 2.83 | 2.59 | 3.96 | 2.83 | 3.60 | 3.34 | 3.33 | 3.77 | 3.40 | 7.24 | 5.47 | 3.74 | 4.51 | 5.22 | 5.01 | 5.50 |
Data as of 06/05/2026, Common starting date is 04/06/2001
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| CIBCX (CAPITAL INCOME BUILDER CLASS C) |
-7.78%
Feb 2006 – Feb 2009 |
-1.14%
May 2007 – May 2012 |
2.90%
Oct 2007 – Oct 2017 |
2.55%
Sep 2007 – Sep 2022 |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| CIBCX (CAPITAL INCOME BUILDER CLASS C) |
16.13%
May 2004 – May 2007 |
15.94%
Oct 2002 – Oct 2007 |
8.53%
Feb 2009 – Feb 2019 |
7.42%
Feb 2009 – Feb 2024 |
Annualized Rolling Returns Comparison Chart