Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| CIRFX (CAPITAL INCOME BUILDER CLASS 529-F-1) | 6.26% | 16.53% | 14.90% | 8.23% | 7.97% | 7.61% | 6.72% | … | … |
Data as of 06/05/2026, Common starting date is 03/14/2002
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| CIRFX (CAPITAL INCOME BUILDER CLASS 529-F-1) | 03/14/2002 | 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 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return (%) | -1.25 | 16.53 | 14.90 | 8.23 | 7.97 | 7.61 | 6.72 | … | … | 6.26 | 20.54 | 10.38 | 9.08 | -7.03 | 15.15 | 3.40 | 17.60 | -6.90 | 14.41 | 7.08 | -2.79 | 6.75 | 15.04 | 11.98 | 3.02 | 7.79 | 20.82 | -29.91 | 10.88 | 22.23 | 3.97 | 16.79 | 19.87 | -7.31 |
| Sharpe Ratio | NA | 2.08 | 1.38 | 0.62 | 0.60 | NA | NA | … | … | 1.78 | 1.76 | 0.87 | 0.64 | -0.62 | 1.78 | 0.15 | 2.53 | -0.93 | 3.19 | 0.64 | -0.26 | 0.87 | 1.90 | 1.56 | 0.21 | 0.65 | 1.40 | -1.22 | 0.67 | 2.84 | 0.31 | 2.50 | 3.18 | -1.06 |
| Standard Deviation(%) | NA | 7.99 | 8.99 | 10.01 | 10.95 | NA | NA | … | … | 9.61 | 10.09 | 7.80 | 8.49 | 13.78 | 8.48 | 21.60 | 6.38 | 8.89 | 4.33 | 10.66 | 10.90 | 7.75 | 7.91 | 7.69 | 14.08 | 11.90 | 14.76 | 25.22 | 11.52 | 6.64 | 5.48 | 6.33 | 6.03 | 9.54 |
| Draw Down(%) | NA | 6.47 | 8.88 | 17.57 | 25.27 | NA | NA | … | … | 6.47 | 8.88 | 4.26 | 8.49 | 17.57 | 3.71 | 25.27 | 3.60 | 13.11 | 1.52 | 6.21 | 10.89 | 5.73 | 7.32 | 5.33 | 11.27 | 10.17 | 17.04 | 39.26 | 7.72 | 6.34 | 3.97 | 5.64 | 7.14 | 16.29 |
| Yield(%) | 0.00 | 8.05 | 6.57 | 4.92 | 5.00 | 5.25 | 4.99 | … | … | 0.65 | 8.76 | 6.14 | 3.78 | 3.20 | 3.67 | 3.54 | 4.97 | 3.55 | 5.23 | 3.83 | 3.52 | 4.94 | 3.82 | 4.58 | 4.30 | 3.39 | 4.80 | 4.22 | 8.22 | 6.47 | 4.35 | 5.12 | 3.75 | 0.00 |
Data as of 06/05/2026, Common starting date is 03/14/2002
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| CIRFX (CAPITAL INCOME BUILDER CLASS 529-F-1) |
-6.87%
Jun 2007 – Jun 2010 |
-0.34%
May 2007 – May 2012 |
3.79%
Oct 2007 – Oct 2017 |
3.45%
Sep 2007 – Sep 2022 |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| CIRFX (CAPITAL INCOME BUILDER CLASS 529-F-1) |
16.99%
May 2004 – May 2007 |
15.73%
Oct 2002 – Oct 2007 |
9.45%
Feb 2009 – Feb 2019 |
8.35%
Feb 2009 – Feb 2024 |
Annualized Rolling Returns Comparison Chart