CAPITAL INCOME BUILDER CLASS B (CIBBX)

Basic Info

CAPITAL INCOME BUILDER CLASS B started on 04/03/2000
CAPITAL INCOME BUILDER CLASS B is classified as asset class World Allocation
CAPITAL INCOME BUILDER CLASS B expense ratio is 1.38%
CAPITAL INCOME BUILDER CLASS B rating is
Not Rated

CAPITAL INCOME BUILDER CLASS B (CIBBX) Dividend Info

CAPITAL INCOME BUILDER CLASS B (CIBBX) dividend growth in the last 12 months is -19.11%

The trailing 12-month yield of CAPITAL INCOME BUILDER CLASS B is 2.12%. its dividend history:

DateDividend
03/15/2017 0.161
12/23/2016 0.358
09/14/2016 0.346
06/15/2016 0.358
03/16/2016 0.368
12/22/2015 0.394
09/16/2015 0.377
06/17/2015 0.373
03/13/2015 0.374
12/23/2014 0.76
09/19/2014 0.374
06/13/2014 0.378
03/14/2014 0.789
12/19/2013 0.39
09/20/2013 0.377
06/14/2013 0.376
03/15/2013 0.376
12/20/2012 0.653
09/21/2012 0.381
06/15/2012 0.382
03/16/2012 0.374
12/20/2011 0.592
09/16/2011 0.369
06/17/2011 0.356
03/18/2011 0.36
12/20/2010 0.59
09/17/2010 0.355
06/18/2010 0.358
03/19/2010 0.33
12/18/2009 0.518
09/25/2009 0.363
06/19/2009 0.374
03/20/2009 0.35
12/19/2008 0.902
09/19/2008 0.425
06/20/2008 0.41
03/20/2008 0.405
12/20/2007 3.33
09/20/2007 0.381
06/20/2007 0.376
03/20/2007 0.381
12/20/2006 1.845
09/20/2006 0.375
06/20/2006 0.369
03/20/2006 0.368
12/20/2005 0.94
09/20/2005 0.363
06/20/2005 0.36
03/18/2005 0.351
12/10/2004 1.27
09/20/2004 0.353
08/31/2004 0.117
07/30/2004 0.117
03/19/2004 0.348
12/12/2003 0.534
09/22/2003 0.418
09/19/2003 0.418
06/20/2003 0.419
03/20/2003 0.421
12/12/2002 0.954
09/20/2002 0.427
06/20/2002 0.422
03/20/2002 0.422
12/13/2001 1.618
09/20/2001 0.437
06/20/2001 0.426
12/14/2000 1.37
09/20/2000 0.419
06/20/2000 0.41

Dividend Growth History for CAPITAL INCOME BUILDER CLASS B (CIBBX)

Year
Payout Amount
Year Start Yield
Annual Payout Growth (YoY)
CAGR to 2017
2017 $0.161 0.28% -88.74% -
2016 $1.43 2.58% -5.80% -88.74%
2015 $1.518 2.54% -34.03% -67.43%
2014 $2.301 3.96% 51.48% -58.79%
2013 $1.519 2.84% -15.14% -42.94%
2012 $1.79 3.61% 6.74% -38.23%
2011 $1.677 3.34% 2.69% -32.33%
2010 $1.633 3.36% 1.74% -28.18%
2009 $1.605 3.81% -25.07% -24.98%
2008 $2.142 3.44% -52.06% -24.99%
2007 $4.468 7.29% 51.10% -28.27%
2006 $2.957 5.52% 46.82% -23.25%
2005 $2.014 3.80% -8.66% -18.99%
2004 $2.205 4.59% -0.23% -18.23%
2003 $2.21 5.31% -0.67% -17.06%
2002 $2.225 5.10% -10.32% -16.06%
2001 $2.481 5.55% 12.82% -15.71%
2000 $2.199 5.22% - -14.25%

Dividend Growth Chart for CAPITAL INCOME BUILDER CLASS B (CIBBX)


CAPITAL INCOME BUILDER CLASS B (CIBBX) Historical Returns And Risk Info

From 04/03/2000 to 04/10/2017, the compound annualized total return (dividend reinvested) of CAPITAL INCOME BUILDER CLASS B (CIBBX) is 6.524%. Its cumulative total return (dividend reinvested) is 192.607%.

From 04/03/2000 to 04/10/2017, the Maximum Drawdown of CAPITAL INCOME BUILDER CLASS B (CIBBX) is 43.9%.

From 04/03/2000 to 04/10/2017, the Sharpe Ratio of CAPITAL INCOME BUILDER CLASS B (CIBBX) is 0.49.

From 04/03/2000 to 04/10/2017, the Annualized Standard Deviation of CAPITAL INCOME BUILDER CLASS B (CIBBX) is 11.0%.

From 04/03/2000 to 04/10/2017, the Beta of CAPITAL INCOME BUILDER CLASS B (CIBBX) is 0.94.

Last 1 Week* 1 Yr 3 Yr 5 Yr 10 Yr 15 Yr Since
04/03/2000
2017 2016 2015 2014 2013 2012 2011 2010 2009 2008 2007 2006 2005 2004 2003 2002 2001 2000
Annualized Return(%) 0.0 0.0 0.0 2.3 4.5 6.1 6.5 4.4 6.1 -3.7 5.8 14.0 11.0 2.1 7.8 19.7 -30.6 9.8 21.1 3.4 16.2 21.8 -0.1 2.9 11.9
Sharpe Ratio NA 0.78 0.36 0.74 0.22 NA 0.49 3.84 0.55 -0.34 0.75 1.77 1.43 0.14 0.65 1.33 -1.25 0.6 2.74 0.23 2.42 3.46 -0.13 0.09 1.64
Draw Down(%) NA 6.1 13.5 13.5 43.9 NA 43.9 1.0 6.3 11.2 5.9 7.4 5.4 11.6 10.4 17.2 39.7 7.7 6.3 4.1 5.8 7.1 14.6 8.0 4.0
Standard Deviation(%) NA 8.7 9.6 9.1 13.2 NA 11.0 4.4 10.6 10.9 7.8 7.9 7.7 14.1 11.9 14.7 25.2 11.5 6.5 5.4 6.3 6.1 9.0 7.2 7.4
Treynor Ratio NA 0.06 0.03 0.06 0.03 NA 0.06 0.21 0.05 -0.03 0.05 0.15 0.13 0.02 0.07 0.19 -0.26 0.05 0.23 0.02 0.22 0.37 -0.02 0.01 0.16
Alpha NA -0.02 0.0 0.0 -0.01 NA 0.0 0.01 0.01 -0.01 0.01 0.0 0.01 0.02 -0.01 -0.01 -0.03 -0.04 0.03 -0.02 0.02 0.01 0.02 0.01 0.03
Beta NA 1.17 1.18 1.09 1.09 NA 0.94 0.81 1.17 1.27 1.07 0.95 0.85 0.91 1.05 1.02 1.19 1.33 0.77 0.67 0.69 0.57 0.57 0.5 0.77
RSquare NA 0.82 0.87 0.85 0.89 NA 0.81 0.64 0.87 0.9 0.86 0.81 0.86 0.9 0.93 0.92 0.93 0.88 0.76 0.57 0.68 0.71 0.75 0.61 0.49
Yield(%) N/A 2.1 2.6 3.3 3.1 4.6 N/A 0.3 2.6 2.5 4.0 2.9 3.6 3.3 3.4 3.8 3.4 7.3 5.5 3.8 4.6 5.3 5.1 5.6 5.2
Dividend Growth(%) N/A -19.1 -14.7 -27.5 N/A N/A N/A -88.9 -4.6 -34.3 50.3 -14.0 6.0 2.4 2.5 -24.9 -52.3 51.0 47.3 -9.0 0.0 -0.5 -10.8 13.2 N/A

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CAPITAL INCOME BUILDER CLASS B (CIBBX) Historical Return Chart

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CAPITAL INCOME BUILDER CLASS B (CIBBX) 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 04/03/2000 to 04/10/2017, the worst annualized return of 3-year rolling returns for CAPITAL INCOME BUILDER CLASS B (CIBBX) is -5.93%.
From 04/03/2000 to 04/10/2017, the worst annualized return of 5-year rolling returns for CAPITAL INCOME BUILDER CLASS B (CIBBX) is 0.41%.
From 04/03/2000 to 04/10/2017, the worst annualized return of 10-year rolling returns for CAPITAL INCOME BUILDER CLASS B (CIBBX) is 4.89%.
From 04/03/2000 to 04/10/2017, the worst annualized return of 20-year rolling returns for CAPITAL INCOME BUILDER CLASS B (CIBBX) is NA.

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