Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| FWCBX (American Funds Capital Income Builder Class 529-F-3) | 7.64% | 18.19% | 15.53% | 8.51% | 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 |
|---|---|---|
| FWCBX (American Funds Capital Income Builder Class 529-F-3) | 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 | 18.19 | 15.53 | 8.51 | NA | NA | NA | … | … | 7.64 | 20.70 | 10.53 | 9.25 | -6.91 | 14.54 | 11.48 |
| Sharpe Ratio | NA | 2.11 | 1.40 | 0.62 | NA | NA | NA | … | … | 1.79 | 1.78 | 0.88 | 0.66 | -0.61 | 1.70 | 9.77 |
| Standard Deviation(%) | NA | 7.95 | 8.98 | 10.02 | NA | NA | NA | … | … | 9.62 | 10.05 | 7.80 | 8.50 | 13.78 | 8.55 | 9.72 |
| Draw Down(%) | NA | 6.46 | 8.88 | 17.50 | NA | NA | NA | … | … | 6.46 | 8.88 | 4.24 | 8.48 | 17.50 | 3.70 | 1.42 |
| Yield(%) | 0.00 | 8.18 | 6.72 | 4.92 | 3.19 | 2.13 | 1.60 | … | … | 0.69 | 8.91 | 6.29 | 3.92 | 3.33 | 3.09 | 1.18 |
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 |
|---|---|---|---|---|
| FWCBX (American Funds Capital Income Builder Class 529-F-3) |
2.91%
Apr 2021 – Apr 2024 |
8.52%
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 |
|---|---|---|---|---|
| FWCBX (American Funds Capital Income Builder Class 529-F-3) |
16.31%
Sep 2022 – Sep 2025 |
10.35%
Feb 2021 – Feb 2026 |
0.00%
NA |
0.00%
NA |
Annualized Rolling Returns Comparison Chart