Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| CIRBX (CAPITAL INCOME BUILDER CLASS 529-B) | NA | 7.05% | 3.50% | 6.70% | 3.07% | 5.46% | NA | … | … |
Data as of 04/10/2017, Common starting date is 03/15/2002
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| CIRBX (CAPITAL INCOME BUILDER CLASS 529-B) | 03/15/2002 | 04/10/2017 |
| Last 1 Week | 1 Yr | 3 Yr | 5 Yr | 10 Yr | 15 Yr | 20 Yr | Common | Inception | 2017 | 2016 | 2015 | 2014 | 2013 | 2012 | 2011 | 2010 | 2009 | 2008 | 2007 | 2006 | 2005 | 2004 | 2003 | 2002 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return (%) | 0.08 | 7.05 | 3.50 | 6.70 | 3.07 | 5.46 | NA | … | … | 4.39 | 5.99 | -3.78 | 5.67 | 13.89 | 10.83 | 1.95 | 6.93 | 19.59 | -30.69 | 9.71 | 20.97 | 3.26 | 15.98 | 19.21 | -7.72 |
| Sharpe Ratio | NA | 0.77 | 0.35 | 0.73 | 0.20 | NA | NA | … | … | 3.83 | 0.54 | -0.35 | 0.73 | 1.75 | 1.41 | 0.14 | 0.58 | 1.32 | -1.25 | 0.59 | 2.72 | 0.20 | 2.40 | 3.12 | -1.12 |
| Standard Deviation(%) | NA | 8.70 | 9.64 | 9.05 | 13.19 | NA | NA | … | … | 4.39 | 10.67 | 10.90 | 7.75 | 7.91 | 7.69 | 14.09 | 11.88 | 14.76 | 25.15 | 11.46 | 6.52 | 5.41 | 6.27 | 5.94 | 9.55 |
| Draw Down(%) | NA | 6.08 | 13.60 | 13.60 | 44.03 | NA | NA | … | … | 0.98 | 6.26 | 11.23 | 5.89 | 7.41 | 5.41 | 11.66 | 10.37 | 17.18 | 39.77 | 7.72 | 6.34 | 4.17 | 5.83 | 7.14 | 16.29 |
| Yield(%) | 0.00 | 1.82 | 2.44 | 3.14 | 2.97 | 4.03 | 3.06 | … | … | 0.04 | 2.47 | 2.42 | 3.83 | 2.71 | 3.48 | 3.24 | 2.56 | 3.73 | 3.34 | 7.17 | 5.39 | 3.66 | 4.40 | 3.15 | 0.00 |
Data as of 04/10/2017, Common starting date is 03/15/2002
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| CIRBX (CAPITAL INCOME BUILDER CLASS 529-B) |
-7.86%
Feb 2006 – Feb 2009 |
-1.38%
May 2007 – May 2012 |
3.04%
Dec 2006 – Dec 2016 |
0.00%
NA |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| CIRBX (CAPITAL INCOME BUILDER CLASS 529-B) |
16.03%
May 2004 – May 2007 |
14.87%
Oct 2002 – Oct 2007 |
7.52%
Mar 2003 – Mar 2013 |
0.00%
NA |
Annualized Rolling Returns Comparison Chart