Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| FBCIX (American Funds Capital Income Builder Class 529-F-2) | 7.64% | 18.15% | 15.49% | 8.48% | NA | NA | NA | … | … |
Data as of 06/04/2026, Common starting date is 11/02/2020
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| FBCIX (American Funds Capital Income Builder Class 529-F-2) | 11/02/2020 | 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 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return (%) | 0.23 | 18.15 | 15.49 | 8.48 | NA | NA | NA | … | … | 7.64 | 20.64 | 10.49 | 9.21 | -6.94 | 14.52 | 11.48 |
| Sharpe Ratio | NA | 2.10 | 1.39 | 0.61 | NA | NA | NA | … | … | 1.80 | 1.77 | 0.88 | 0.66 | -0.61 | 1.70 | 9.75 |
| Standard Deviation(%) | NA | 7.96 | 8.98 | 10.02 | NA | NA | NA | … | … | 9.62 | 10.05 | 7.80 | 8.50 | 13.79 | 8.54 | 9.74 |
| Draw Down(%) | NA | 6.47 | 8.89 | 17.51 | NA | NA | NA | … | … | 6.47 | 8.89 | 4.25 | 8.47 | 17.51 | 3.72 | 1.43 |
| Yield(%) | 0.00 | 8.13 | 6.67 | 4.88 | 3.17 | 2.11 | 1.58 | … | … | 0.68 | 8.85 | 6.24 | 3.89 | 3.29 | 3.05 | 1.16 |
Data as of 06/04/2026, Common starting date is 11/02/2020
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| FBCIX (American Funds Capital Income Builder Class 529-F-2) |
2.87%
Apr 2021 – Apr 2024 |
8.48%
Mar 2021 – Mar 2026 |
0.00%
NA |
0.00%
NA |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| FBCIX (American Funds Capital Income Builder Class 529-F-2) |
16.26%
Sep 2022 – Sep 2025 |
10.32%
Feb 2021 – Feb 2026 |
0.00%
NA |
0.00%
NA |
Annualized Rolling Returns Comparison Chart