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Nasdaq - Delayed Quote USD
American Funds Capital Income Bldr F2 (CAIFX)
71.00
-1.19
(-1.65%)
At close: 8:00:09 PM EDT
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.
Risk Overview
| Morningstar Risk Rating | |
| Best 1Y Total Return | 17.64% |
| Worst 1Y Total Return | -- |
| Number of Years Up | 13 |
| Number of Years Down | 3 |
Performance & Risk
| YTD Return | 5.54% |
| 5y Average Return | 11.01% |
| Rank in Category (ytd) | 9 |
| % Rank in Category (ytd) | -- |
| Beta (5Y Monthly) | 0.92 |
| Morningstar Risk Rating |
Risk Statistics
| 3 Years | 5 Years | 10 Years | ||||
|---|---|---|---|---|---|---|
| CAIFX | Category Average | CAIFX | Category Average | CAIFX | Category Average | |
| Alpha | 2.19 | -0.04 | 1.65 | -0.03 | 0.02 | -0.03 |
| BETA | 0.92 | 0.01 | 0.95 | 0.01 | 0.97 | 0.01 |
| Mean Annual Return | 0.61 | 0.01 | 0.75 | 0.01 | 0.53 | 0.01 |
| R-squared | 91.38 | 0.89 | 90.26 | 0.89 | 88.85 | 0.89 |
| Standard Deviation | 12.08 | 0.13 | 12.34 | 0.11 | 10.38 | 0.1 |
| Sharpe Ratio | 0.24 | 0.01 | 0.51 | 0.01 | 0.43 | 0.01 |
| Treynor Ratio | 2.43 | 0.06 | 6.18 | 0.06 | 4.21 | 0.05 |
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