Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| CIBFX (CAPITAL INCOME BUILDER CLASS F-1) | 7.50% | 17.81% | 15.15% | 8.30% | 7.88% | 7.48% | 6.63% | … | … |
Data as of 06/04/2026, Common starting date is 04/06/2001
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| CIBFX (CAPITAL INCOME BUILDER CLASS F-1) | 04/06/2001 | 06/04/2026 |
| 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 (%) | 0.22 | 17.81 | 15.15 | 8.30 | 7.88 | 7.48 | 6.63 | … | … | 7.50 | 20.29 | 10.16 | 8.90 | -7.21 | 14.95 | 3.14 | 17.32 | -7.10 | 14.15 | 6.85 | -2.99 | 6.55 | 14.81 | 11.82 | 2.84 | 8.65 | 20.61 | -30.03 | 10.70 | 22.03 | 3.95 | 16.90 | 22.78 | 0.53 | 5.52 |
| Sharpe Ratio | NA | 2.04 | 1.35 | 0.60 | 0.58 | NA | NA | … | … | 1.76 | 1.73 | 0.84 | 0.62 | -0.63 | 1.76 | 0.13 | 2.48 | -0.96 | 3.00 | 0.62 | -0.28 | 0.84 | 1.87 | 1.54 | 0.20 | 0.72 | 1.39 | -1.23 | 0.66 | 2.82 | 0.31 | 2.51 | 3.55 | -0.07 | 0.81 |
| Standard Deviation(%) | NA | 8.01 | 8.99 | 10.02 | 10.95 | NA | NA | … | … | 9.62 | 10.09 | 7.80 | 8.51 | 13.79 | 8.47 | 21.48 | 6.39 | 8.90 | 4.51 | 10.65 | 10.91 | 7.76 | 7.90 | 7.69 | 14.08 | 11.87 | 14.76 | 25.21 | 11.51 | 6.62 | 5.47 | 6.34 | 6.22 | 9.06 | 6.97 |
| Draw Down(%) | NA | 6.49 | 8.89 | 17.68 | 25.28 | NA | NA | … | … | 6.49 | 8.89 | 4.30 | 8.54 | 17.68 | 3.73 | 25.28 | 3.62 | 13.29 | 1.49 | 6.23 | 10.96 | 5.73 | 7.33 | 5.35 | 11.33 | 10.25 | 17.07 | 39.34 | 7.72 | 6.34 | 3.97 | 5.61 | 7.14 | 14.34 | 7.87 |
| Yield(%) | 0.00 | 7.83 | 6.35 | 4.72 | 4.77 | 5.01 | 4.82 | … | … | 0.60 | 8.53 | 5.93 | 3.59 | 3.03 | 3.44 | 3.32 | 4.71 | 3.32 | 4.99 | 3.60 | 3.34 | 4.73 | 3.63 | 4.41 | 4.12 | 4.12 | 4.63 | 4.08 | 8.06 | 6.30 | 4.33 | 5.22 | 6.20 | 5.74 | 5.99 |
Data as of 06/04/2026, 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 |
|---|---|---|---|---|
| CIBFX (CAPITAL INCOME BUILDER CLASS F-1) |
-6.98%
Feb 2006 – Feb 2009 |
-0.32%
May 2007 – May 2012 |
3.70%
Oct 2007 – Oct 2017 |
3.32%
Sep 2007 – Sep 2022 |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| CIBFX (CAPITAL INCOME BUILDER CLASS F-1) |
16.94%
Mar 2003 – Mar 2006 |
16.81%
Oct 2002 – Oct 2007 |
9.35%
Feb 2009 – Feb 2019 |
8.21%
Feb 2009 – Feb 2024 |
Annualized Rolling Returns Comparison Chart