Performance Comparison
Portfolio Performance Comparison
The return data shown below all have the same latest date: 04/25/2025.
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Inception |
|---|---|---|---|---|---|---|---|---|
| CAIFX (CAPITAL INCOME BUILDER CLASS F-2) | 3.72% | 10.45% | 5.67% | 8.86% | 5.41% | 6.77% | NA | 6.15% |
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| CAIFX (CAPITAL INCOME BUILDER CLASS F-2) | 08/14/2008 | 04/25/2025 |
The return data shown below all have the same latest date: 04/25/2025.
AR inception is since 08/14/2008.
AR inception is since 08/14/2008.
| Last 1 Week | 1 Yr | 3 Yr | 5 Yr | 10 Yr | 15 Yr | 20 Yr | Inception | YTD | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | 2013 | 2012 | 2011 | 2010 | 2009 | 2008 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return (%) | 3.03 | 10.45 | 5.67 | 8.86 | 5.41 | 6.77 | NA | 6.15 | 3.72 | 7.86 | 9.09 | -6.94 | 15.27 | 3.41 | 17.64 | -6.86 | 14.45 | 7.13 | -2.76 | 6.83 | 15.12 | 12.06 | 3.05 | 9.00 | 20.90 | -21.50 |
| Sharpe Ratio | NA | 0.37 | 0.12 | 0.60 | 0.33 | NA | NA | 0.39 | 0.62 | 0.15 | 0.57 | -0.61 | 1.80 | 0.15 | 2.54 | -0.92 | 3.20 | 0.65 | -0.26 | 0.88 | 1.91 | 1.58 | 0.21 | 0.75 | 1.41 | -1.26 |
| Standard Deviation(%) | NA | 11.11 | 10.99 | 10.76 | 11.31 | NA | NA | 12.45 | 15.17 | 8.30 | 8.51 | 13.78 | 8.47 | 21.49 | 6.40 | 8.88 | 4.33 | 10.65 | 10.89 | 7.75 | 7.91 | 7.67 | 14.09 | 11.87 | 14.76 | 37.71 |
| Draw Down(%) | NA | 9.47 | 13.71 | 17.51 | 25.27 | NA | NA | 34.01 | 9.47 | 6.51 | 8.47 | 17.51 | 3.70 | 25.27 | 3.59 | 13.06 | 1.52 | 6.20 | 10.89 | 5.71 | 7.33 | 5.31 | 11.25 | 10.15 | 17.02 | 32.07 |
| Yield(%) | 0.00 | 2.97 | 3.32 | 4.05 | 3.84 | 4.85 | 3.59 | 4.49 | 0.00 | 3.73 | 3.77 | 3.29 | 3.77 | 3.57 | 5.01 | 3.58 | 5.27 | 3.89 | 3.58 | 5.02 | 3.88 | 4.68 | 4.36 | 4.45 | 4.91 | 2.36 |
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| CAIFX (CAPITAL INCOME BUILDER CLASS F-2) |
0.39%
Mar 2017 - Mar 2020 |
1.86%
Mar 2015 - Mar 2020 |
4.40%
Oct 2013 - Oct 2023 |
5.79%
Sep 2008 - Sep 2023 |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| CAIFX (CAPITAL INCOME BUILDER CLASS F-2) |
17.22%
Feb 2009 - Feb 2012 |
15.01%
Feb 2009 - Feb 2014 |
9.63%
Feb 2009 - Feb 2019 |
8.48%
Feb 2009 - Feb 2024 |
Annualized Rolling Returns Comparison Chart