CAIFX | CAPITAL INCOME BUILDER CLASS F-2

Basic Info 68.28 0.28(0.41%)
May 10

CAPITAL INCOME BUILDER CLASS F-2 started on 08/14/2008

CAPITAL INCOME BUILDER CLASS F-2 is classified as asset class World Allocation

CAPITAL INCOME BUILDER CLASS F-2 expense ratio is 0.26%

CAPITAL INCOME BUILDER CLASS F-2 rating is

(79%)

CAPITAL INCOME BUILDER CLASS F-2 (CAIFX) Dividend Info

CAPITAL INCOME BUILDER CLASS F-2 (CAIFX) dividend growth in the last 12 months is 6.07%

The trailing 12-month yield of CAPITAL INCOME BUILDER CLASS F-2 is 3.82%. its dividend history:

Date	Dividend
03/11/2024	0.4873
12/15/2023	1.03
09/11/2023	0.4719
06/12/2023	0.4673
03/13/2023	0.4725
12/16/2022	0.9336
09/12/2022	0.4533
06/13/2022	0.4566
03/14/2022	0.4592
12/17/2021	1.0445
09/13/2021	0.4385
06/14/2021	0.4375
03/15/2021	0.437
12/18/2020	0.665
09/14/2020	0.535
06/15/2020	0.53
03/16/2020	0.537
12/20/2019	1.219
09/11/2019	0.535
06/12/2019	0.529
03/13/2019	0.527
12/21/2018	0.6693
09/12/2018	0.5304
06/13/2018	0.527
03/14/2018	0.53
12/22/2017	1.468
09/13/2017	0.53
06/14/2017	0.525
03/15/2017	0.527
12/23/2016	0.562
09/14/2016	0.531
06/15/2016	0.529
03/16/2016	0.527
12/22/2015	0.548
09/16/2015	0.527
06/17/2015	0.524
03/13/2015	0.531
12/23/2014	0.918
09/19/2014	0.529
06/13/2014	0.529
03/14/2014	0.931
12/19/2013	0.532
09/20/2013	0.522
06/14/2013	0.514
03/15/2013	0.505
12/20/2012	0.789
09/21/2012	0.514
06/15/2012	0.509
03/16/2012	0.503
12/20/2011	0.717
09/16/2011	0.494
06/17/2011	0.49
03/18/2011	0.486
12/20/2010	0.716
09/17/2010	0.476
06/18/2010	0.477
04/29/2010	0.043
03/19/2010	0.447
12/18/2009	0.64
09/25/2009	0.481
06/19/2009	0.486
03/20/2009	0.462
12/19/2008	1.005
09/19/2008	0.279

Dividend Growth History for CAPITAL INCOME BUILDER CLASS F-2 (CAIFX)

Year	Payout Amount	Year Start Yield	Annual Payout Growth (YoY)	CAGR to 2023
2023	$2.4417	3.88%	6.04%	-
2022	$2.3027	3.28%	-2.32%	6.04%
2021	$2.3575	3.76%	3.99%	1.77%
2020	$2.267	3.57%	-19.32%	2.51%
2019	$2.81	5.01%	24.52%	-3.45%
2018	$2.2567	3.58%	-26.01%	1.59%
2017	$3.05	5.27%	41.93%	-3.64%
2016	$2.149	3.89%	0.89%	1.84%
2015	$2.13	3.58%	-26.73%	1.72%
2014	$2.907	5.02%	40.23%	-1.92%
2013	$2.073	3.88%	-10.45%	1.65%
2012	$2.315	4.68%	5.85%	0.49%
2011	$2.187	4.36%	1.30%	0.92%
2010	$2.159	4.45%	4.35%	0.95%
2009	$2.069	4.91%	61.14%	1.19%
2008	$1.284	2.36%	-	4.38%

Dividend Growth Chart for CAPITAL INCOME BUILDER CLASS F-2 (CAIFX)

CAPITAL INCOME BUILDER CLASS F-2 (CAIFX) Historical Returns And Risk Info

From 08/01/2008 to 05/10/2024, the compound annualized total return (dividend reinvested) of CAPITAL INCOME BUILDER CLASS F-2 (CAIFX) is 5.776%. Its cumulative total return (dividend reinvested) is 141.714%.

From 08/01/2008 to 05/10/2024, the Maximum Drawdown of CAPITAL INCOME BUILDER CLASS F-2 (CAIFX) is 34.0%.

From 08/01/2008 to 05/10/2024, the Sharpe Ratio of CAPITAL INCOME BUILDER CLASS F-2 (CAIFX) is 0.4.

From 08/01/2008 to 05/10/2024, the Annualized Standard Deviation of CAPITAL INCOME BUILDER CLASS F-2 (CAIFX) is 12.5%.

From 08/01/2008 to 05/10/2024, the Beta of CAPITAL INCOME BUILDER CLASS F-2 (CAIFX) is 0.89.

	Last 1 Week*	YTD*(2024)	1 Yr	3 Yr	5 Yr	10 Yr	15 Yr	Inception**	2023	2022	2021	2020	2019	2018	2017	2016	2015	2014	2013	2012	2011	2010	2009	2008
Annualized Return(%)	1.8	4.0	10.5	3.4	6.6	5.3	7.7	5.7	9.2	-6.9	15.3	3.4	17.6	-6.9	14.4	7.1	-2.8	6.8	15.1	12.1	3.0	9.0	20.9	-21.5
Sharpe Ratio	NA	0.35	0.61	0.1	0.33	0.37	NA	0.4	0.59	-0.61	1.8	0.15	2.54	-0.92	3.2	0.65	-0.26	0.88	1.91	1.58	0.21	0.75	1.41	-1.26
Draw Down(%)	NA	4.1	8.5	17.5	25.3	25.3	NA	34.0	8.5	17.5	3.7	25.3	3.6	13.1	1.5	6.2	10.9	5.7	7.3	5.3	11.3	10.2	17.0	32.1
Standard Deviation(%)	NA	7.6	8.2	10.4	13.0	11.0	NA	12.5	8.5	13.8	8.5	21.5	6.4	8.9	4.3	10.6	10.9	7.8	7.9	7.7	14.1	11.9	14.8	37.7
Treynor Ratio	NA	0.04	0.06	0.01	0.07	0.06	NA	0.06	0.06	-0.12	0.22	1.66	0.22	-0.09	0.15	0.06	-0.02	0.06	0.16	0.14	0.03	0.08	0.2	-0.4
Alpha	NA	-0.01	0.0	0.01	0.01	0.01	NA	0.0	-0.01	0.02	0.04	0.03	0.02	0.0	0.01	0.01	-0.01	0.02	0.01	0.01	0.03	0.0	0.0	-0.05
Beta	NA	0.74	0.85	0.74	0.6	0.73	NA	0.89	0.81	0.72	0.7	0.02	0.74	0.86	0.93	1.17	1.27	1.07	0.95	0.85	0.91	1.05	1.02	1.18
RSquare	NA	0.74	0.76	0.65	0.33	0.44	NA	0.66	0.68	0.64	0.57	0.01	0.46	0.67	0.7	0.87	0.9	0.86	0.81	0.86	0.9	0.93	0.92	0.96
Yield(%)	N/A	N/A	N/A	N/A	N/A	N/A	N/A	N/A	3.9	3.3	3.8	3.6	5.0	3.6	5.3	3.9	3.6	5.0	3.9	4.7	4.4	4.5	4.9	2.3
Dividend Growth(%)	N/A	N/A	N/A	N/A	N/A	N/A	N/A	N/A	6.1	-2.5	4.0	-19.5	24.8	-25.9	41.9	0.9	-26.8	41.3	-10.8	5.5	0.9	4.8	61.7	N/A

Return Calculator for CAPITAL INCOME BUILDER CLASS F-2 (CAIFX)

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CAPITAL INCOME BUILDER CLASS F-2 (CAIFX) Historical Return Chart

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CAPITAL INCOME BUILDER CLASS F-2 (CAIFX) Rolling Returns Charts

A rolling return for a period such as 5-year, as of a specific date, represents the investment’s performance over the preceding five years leading up to that date. In the 5-year rolling chart, the value on any given date corresponds to the annualized return for the preceding 5 years up to that very date. Thus, for instance, the chart value on 8/28/2015 reflects the annualized return from 8/28/2010 to 8/28/2015. A 5-year rolling return chart for an investment (stock, fund or portfolio) depicts the return sequence of 5-year trailing returns for the dates in the chart.

These rolling returns contrast with the most recent 3, 5, 10, and 15-year returns, as they solely depict the returns for those respective periods leading up to the most recent date, without encompassing every date in the historical record.

Rolling return charts offer a more precise insight into a portfolio’s risk and return stability (including funds or individual stocks). This is particularly true when focusing on the minimal return points within a rolling return chart as a measure of a fund or a portfolio's risk. A well-known observation, often attributed to ‘Murphy’s law’, is that it tends to perform poorly when investors decide to follow an investment due to its recent strong returns. Sound familiar? Information regarding minimum rolling returns could help mitigate this predicament. Investors can opt for an investment showcasing high minimum rolling returns within their preferred holding durations. In fact, merely possessing knowledge of such minimum rolling period returns can anchor investors’ expectations.

For instance, let’s consider an investor who follows a model portfolio (or even simply purchases and holds a fund like VFINX or SPY) for 10 years. Armed with knowledge of this portfolio’s minimum 10-year rolling return since its inception date or the fund’s inception (in the case of VFINX, recognizing that the minimum 10-year rolling return since 1987 could be as low as -2.24%), the investor should reasonably anticipate the potential for the portfolio to incur losses over the forthcoming 10 years.

Minimum rolling return for a period such as 10-year offers a different and often better historical risk and return metric than other popular risk and return metrics such as Sharpe ratio, standard deviation (volatility) or maximum drawdown.

See Portfolio Calculator and Rolling Returns for more detailed description.

From 08/01/2008 to 05/10/2024, the worst annualized return of 3-year rolling returns for CAPITAL INCOME BUILDER CLASS F-2 (CAIFX) is 1.61%.

From 08/01/2008 to 05/10/2024, the worst annualized return of 5-year rolling returns for CAPITAL INCOME BUILDER CLASS F-2 (CAIFX) is 2.28%.

From 08/01/2008 to 05/10/2024, the worst annualized return of 10-year rolling returns for CAPITAL INCOME BUILDER CLASS F-2 (CAIFX) is 5.79%.

From 08/01/2008 to 05/10/2024, the worst annualized return of 20-year rolling returns for CAPITAL INCOME BUILDER CLASS F-2 (CAIFX) is NA.

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