Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| CIRCX (CAPITAL INCOME BUILDER CLASS 529-C) | 6.71% | 16.79% | 14.16% | 7.54% | 7.08% | 6.58% | 5.72% | … | … |
Data as of 06/03/2026, Common starting date is 03/15/2002
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| CIRCX (CAPITAL INCOME BUILDER CLASS 529-C) | 03/15/2002 | 06/03/2026 |
| 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 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return (%) | 0.09 | 16.79 | 14.16 | 7.54 | 7.08 | 6.58 | 5.72 | … | … | 6.71 | 19.42 | 9.38 | 8.09 | -7.88 | 14.11 | 2.42 | 16.46 | -7.81 | 13.27 | 6.04 | -3.78 | 5.70 | 13.89 | 10.86 | 1.97 | 6.93 | 19.61 | -30.65 | 9.75 | 20.98 | 3.27 | 15.99 | 19.22 | -7.72 |
| Sharpe Ratio | NA | 1.88 | 1.24 | 0.51 | 0.50 | NA | NA | … | … | 1.55 | 1.65 | 0.74 | 0.53 | -0.68 | 1.66 | 0.10 | 2.35 | -1.04 | 2.92 | 0.55 | -0.35 | 0.73 | 1.75 | 1.42 | 0.14 | 0.58 | 1.32 | -1.25 | 0.58 | 2.71 | 0.19 | 2.39 | 3.12 | -1.12 |
| Standard Deviation(%) | NA | 7.97 | 8.98 | 10.01 | 10.93 | NA | NA | … | … | 9.58 | 10.07 | 7.81 | 8.49 | 13.79 | 8.48 | 21.47 | 6.39 | 8.89 | 4.34 | 10.64 | 10.90 | 7.75 | 7.90 | 7.69 | 14.08 | 11.86 | 14.75 | 25.15 | 11.46 | 6.52 | 5.41 | 6.28 | 5.94 | 9.55 |
| Draw Down(%) | NA | 6.93 | 8.93 | 18.14 | 25.36 | NA | NA | … | … | 6.93 | 8.93 | 4.42 | 8.70 | 18.14 | 3.78 | 25.36 | 3.71 | 13.88 | 1.57 | 6.25 | 11.22 | 5.89 | 7.41 | 5.43 | 11.64 | 10.36 | 17.18 | 39.74 | 7.72 | 6.34 | 4.16 | 5.83 | 7.14 | 16.29 |
| Yield(%) | 0.00 | 6.64 | 5.33 | 3.90 | 3.88 | 4.01 | 3.91 | … | … | 0.00 | 7.69 | 5.13 | 2.80 | 2.30 | 2.64 | 2.57 | 3.88 | 2.56 | 4.09 | 2.78 | 2.53 | 3.90 | 2.77 | 3.53 | 3.29 | 2.58 | 3.74 | 3.35 | 7.17 | 5.40 | 3.67 | 4.41 | 3.16 | 0.00 |
Data as of 06/03/2026, 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 |
|---|---|---|---|---|
| CIRCX (CAPITAL INCOME BUILDER CLASS 529-C) |
-7.83%
Feb 2006 – Feb 2009 |
-1.35%
May 2007 – May 2012 |
2.76%
Oct 2007 – Oct 2017 |
2.45%
Sep 2007 – Sep 2022 |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| CIRCX (CAPITAL INCOME BUILDER CLASS 529-C) |
16.04%
May 2004 – May 2007 |
14.88%
Oct 2002 – Oct 2007 |
8.38%
Feb 2009 – Feb 2019 |
7.31%
Feb 2009 – Feb 2024 |
Annualized Rolling Returns Comparison Chart