Nasdaq - Delayed Quote USD

American Funds Capital Income Bldr F2 (CAIFX)

68.21 +0.62 (+0.92%)
At close: May 31 at 8:00 PM EDT

Performance Overview

Morningstar Return Rating --
YTD Return 3.86%
5y Average Return 6.87%
Number of Years Up 12
Number of Years Down 3
Best 1Y Total Return (May 31, 2024) 20.90%
Worst 1Y Total Return (May 31, 2024) --
Best 3Y Total Return 20.90%
Worst 3Y Total Return 3.55%

Trailing Returns (%) Vs. Benchmarks

Monthly Total Returns
CAIFX
Category
YTD
0.83%
8.60%
1-Month
-2.85%
0.11%
3-Month
1.17%
4.82%
1-Year
5.85%
25.33%
3-Year
3.10%
8.02%
5-Year
5.56%
8.06%
10-Year
5.06%
6.03%
Last Bull Market
15.67%
13.54%
Last Bear Market
-7.99%
-13.20%

Annual Total Return (%) History

Year
CAIFX
Category
2024
--
--
2023
9.21%
--
2022
-6.92%
--
2021
15.27%
--
2020
3.49%
6.18%
2019
17.64%
16.10%
2018
-6.86%
-8.26%
2017
14.45%
14.79%

2016
7.13%
6.04%
2015
-2.76%
-4.15%
2014
6.83%
1.54%
2013
15.12%
10.07%
2012
12.06%
10.74%
2011
3.05%
-3.99%
2010
8.91%
10.58%
2009
20.90%
24.37%
2008
--
-28.98%

Past Quarterly Returns

YearQ1Q2Q3Q4
2024 3.78% -- -- --
2023 2.11% 1.52% -3.67% 9.37%
2022 -1.76% -7.99% -7.54% 11.37%
2021 5.02% 4.65% -1.66% 6.66%
2020 -15.42% 9.43% 2.05% 9.58%
2019 8.25% 1.98% 1.01% 5.50%
2018 -2.82% -0.11% 1.65% -5.60%
2017 4.74% 3.31% 3.22% 2.46%
2016 3.95% 3.17% 1.14% -1.24%
2015 0.67% -0.48% -5.38% 2.59%

2014 2.00% 4.98% -1.58% 1.38%
2013 5.44% -0.26% 4.11% 5.15%
2012 5.36% 0.64% 4.34% 1.30%
2011 3.31% 2.27% -8.42% 6.50%
2010 1.17% -7.15% 11.89% 3.61%
2009 -8.46% 13.24% 12.43% 3.74%
2008 -14.11% -- -- --

Rank in Category (By Total Return)

YTD 62
1-Month 56
3-Month 63
1-Year 62
3-Year 20
5-Year 26

Load Adjusted Returns

1-Year 5.85%
3-Year 3.10%
5-Year 5.56%
10-Year 5.06%

Performance & Risk

YTD Return 3.86%
5y Average Return 6.87%
Rank in Category (ytd) 62
% Rank in Category (ytd) --
Beta (5Y Monthly) 0.94
Morningstar Risk Rating

Fund Overview

Category World Allocation
Fund Family American Funds
Net Assets 101.56B
YTD Return 0.83%
Yield 3.60%
Morningstar Rating
Inception Date May 01, 2009

Fund Summary

The fund normally will invest at least 90% of its assets in income-producing securities (with at least 50% of its assets in common stocks and other equity securities). It invests primarily in a broad range of income-producing securities, including common stocks and bonds. In seeking to provide the investors with a level of current income that exceeds the average yield on U.S. stocks, the fund generally looks to the average yield on stocks of companies listed on the S&P 500 Index.

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