Nasdaq - Delayed Quote • USD
American Funds Capital Income Bldr C (CIBCX)
As of 8:05 AM EDT. Market Open.
Performance Overview
Morningstar Return Rating | -- |
YTD Return | 3.82% |
5y Average Return | 5.38% |
Number of Years Up | 17 |
Number of Years Down | 5 |
Best 1Y Total Return (Jun 14, 2024) | 19.66% |
Worst 1Y Total Return (Jun 14, 2024) | -- |
Best 3Y Total Return | 19.66% |
Worst 3Y Total Return | 2.55% |
Trailing Returns (%) Vs. Benchmarks
Monthly Total Returns
CIBCX
Category
- YTD
- 3.45%
- 8.60%
- 1-Month
- 2.92%
- 0.11%
- 3-Month
- 2.71%
- 4.82%
- 1-Year
- 11.96%
- 25.33%
- 3-Year
- 2.35%
- 8.02%
- 5-Year
- 5.84%
- 8.06%
- 10-Year
- 4.16%
- 6.03%
- Last Bull Market
- 15.20%
- 13.54%
- Last Bear Market
- -8.21%
- -13.20%
Annual Total Return (%) History
Year
CIBCX
Category
Past Quarterly Returns
Year | Q1 | Q2 | Q3 | Q4 |
---|---|---|---|---|
2024 | 3.55% | -- | -- | -- |
2023 | 1.87% | 1.27% | -3.91% | 9.09% |
2022 | -2.00% | -8.21% | -7.75% | 11.09% |
2021 | 4.76% | 4.39% | -1.90% | 6.40% |
2020 | -15.63% | 9.17% | 1.80% | 9.31% |
2019 | 7.99% | 1.74% | 0.75% | 5.25% |
2018 | -3.04% | -0.36% | 1.38% | -5.82% |
2017 | 4.49% | 3.06% | 2.97% | 2.20% |
2016 | 3.69% | 2.93% | 0.88% | -1.47% |
2015 | 0.43% | -0.72% | -5.64% | 2.34% |
2014 | 1.75% | 4.72% | -1.83% | 1.12% |
2013 | 5.19% | -0.51% | 3.84% | 4.90% |
2012 | 5.06% | 0.40% | 4.07% | 1.03% |
2011 | 3.06% | 2.00% | -8.65% | 6.24% |
2010 | 0.89% | -7.37% | 11.60% | 3.34% |
2009 | -8.69% | 12.95% | 12.13% | 3.48% |
2008 | -7.14% | -1.21% | -11.74% | -14.34% |
2007 | 2.42% | 5.06% | 3.09% | -1.03% |
2006 | 4.68% | 1.47% | 5.63% | 7.90% |
2005 | -1.89% | 2.08% | 2.79% | 1.07% |
2004 | 2.27% | -0.28% | 3.79% | 9.97% |
2003 | -2.35% | 10.26% | 2.15% | 9.60% |
2002 | 3.86% | 0.44% | -8.81% | 4.90% |
2001 | 4.13% | -2.94% | 3.53% | -- |
Rank in Category (By Total Return)
YTD | 69 |
1-Month | 68 |
3-Month | 65 |
1-Year | 69 |
3-Year | 36 |
5-Year | 51 |
Load Adjusted Returns
1-Year | 10.96% |
3-Year | 2.35% |
5-Year | 5.84% |
10-Year | 4.16% |
Performance & Risk
YTD Return | 3.82% |
5y Average Return | 5.38% |
Rank in Category (ytd) | 69 |
% Rank in Category (ytd) | -- |
Beta (5Y Monthly) | 0.93 |
Morningstar Risk Rating |
Fund Overview
Category | World Allocation |
Fund Family | American Funds |
Net Assets | 103.48B |
YTD Return | 3.45% |
Yield | 2.54% |
Morningstar Rating | |
Inception Date | Jan 27, 2017 |
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.
Related Tickers
TGUSX TCW Funds, Inc. - TCW New America Premier Equities Fund
31.75
+1.76%
FSCSX Fidelity Select Software & IT Svcs Port
26.25
+1.23%
DRESX Driehaus Emerging Markets Small Cap Growth Fund
21.87
+1.20%
WESNX William Blair Emerg Mkts Sm Cp Gr N
21.45
+0.94%
BESIX William Blair Emerg Mkts Sm Cp Gr I
21.80
+0.93%
WESJX William Blair Emerg Mkts Sm Cp Gr R6
21.86
+0.92%
UOPIX ProFunds UltraNASDAQ-100 Inv
106.50
+0.88%
UOPSX ProFunds UltraNASDAQ-100 Svc
73.36
+0.88%
RYVYX Rydex NASDAQ-100 2x Strategy H
536.82
+0.86%
RYVLX Rydex NASDAQ-100 2x Strategy A
536.97
+0.86%
RYCCX Rydex NASDAQ-100 2x Strategy Fund
387.31
+0.85%
RYMPX Rydex Precious Metals Fund
33.09
+0.76%
RYMNX Rydex Precious Metals Fund
34.49
+0.76%
RYPMX Rydex Precious Metals Inv
37.18
+0.76%
INDIX ALPS/Kotak India ESG I
20.08
+0.75%
RYZCX Rydex Precious Metals C
26.86
+0.75%
FMEIX Fidelity Covington Trust - Fidelity Enhanced Mid Cap ETF
16.15
+0.75%
DXQLX Direxion Mthly NASDAQ-100 Bull 1.75X Inv
84.19
+0.74%
INAAX ALPS/Kotak India ESG A
19.14
+0.74%
INDAX ALPS/Kotak India ESG Inv
19.18
+0.74%
WAESX Wasatch Emerging Markets Select Investor
16.83
+0.72%
INFCX ALPS/Kotak India ESG C
17.11
+0.71%
WIESX Wasatch Emerging Markets Select Instl
17.29
+0.70%
PDEAX PGIM Jennison Emerging Markets Equity Opportunities Fund
16.34
+0.62%
PDEZX PGIM Jennison Emerging Markets Eq Opps Z
16.73
+0.60%
PDEQX PGIM Jennison Emerging Markets Eq OppsR6
16.77
+0.60%
PDECX PGIM Jennison Emerging Markets Equity Opportunities Fund
15.19
+0.60%
PBFDX Payson Total Return Fund
33.07
+0.58%
FEDGX Fidelity Advisor Emerg Mkts Discv C
15.94
+0.50%
FEDTX Fidelity Advisor Emerg Mkts Discv M
16.37
+0.49%
FEDAX Fidelity Advisor Emerg Mkts Discv A
16.41
+0.49%
TTMIX T. Rowe Price Comm & Tech I
144.18
+0.49%
FEGOX First Eagle Gold C
22.69
+0.49%
FEDDX Fidelity Emerging Markets Discovery
16.52
+0.49%
FIQGX Fidelity Advisor Emerg Mkts Discv Z
16.53
+0.49%
FEDIX Fidelity Advisor Emerg Mkts Discv I
16.56
+0.49%
PRMTX T. Rowe Price Comm & Tech Investor
143.50
+0.48%
ACFNX American Century Focused Dynamic Gr R6
61.89
+0.47%
ACFSX American Century Focused Dynamic Gr I
60.44
+0.47%
FEGIX First Eagle Gold I
25.99
+0.46%
FEURX First Eagle Gold R6
26.07
+0.46%
MIPTX Matthews Pacific Tiger Fund
19.59
+0.46%
MAPTX Matthews Pacific Tiger Investor
19.59
+0.46%
BDAUX Baron Durable Advantage R6
26.14
+0.46%
BDAIX Baron Durable Advantage Institutional
26.14
+0.46%
ACFGX American Century Focused Dynamic Gr G
63.54
+0.46%
ACFOX American Century Focused Dynamic Gr Inv
59.38
+0.46%
ACFDX American Century Focused Dynamic Gr A
57.94
+0.45%
UANQX Victory Nasdaq 100 Index Class A
49.04
+0.45%
QALGX Federated Hermes MDT Large Cap Growth A
31.22
+0.45%
URNQX Victory Nasdaq 100 Index R6
49.32
+0.45%
UINQX Victory Nasdaq 100 Index Institutional
49.33
+0.45%
ACFCX American Century Focused Dynamic Gr R
56.52
+0.44%
PRBLX Parnassus Core Equity Investor
61.44
+0.44%
QILGX Federated Hermes MDT Large Cap Growth IS
34.20
+0.44%
PRILX Parnassus Core Equity Institutional
61.63
+0.44%
UCNQX Victory Nasdaq 100 Index C
47.94
+0.44%
SGGDX First Eagle Gold A
25.12
+0.44%
RYHOX Rydex NASDAQ-100 Fund
73.41
+0.44%
RYATX Rydex NASDAQ-100 Fund
73.43
+0.44%
OTPSX ProFunds NASDAQ-100 Svc
131.03
+0.44%
OTPIX ProFunds NASDAQ-100 Inv
170.14
+0.43%
BDAFX Baron Durable Advantage Retail
25.76
+0.43%
QCLGX Federated Hermes MDT Large Cap Growth C
23.46
+0.43%
USNQX Victory NASDAQ-100 Index
49.27
+0.43%
RYCOX Rydex NASDAQ-100 Fund
58.86
+0.43%
RYOCX Rydex NASDAQ-100 Fund
82.65
+0.43%
CTHRX Columbia Global Technology Growth Inst2
90.45
+0.42%
CMTFX Columbia Global Technology Growth Inst
88.24
+0.42%
CTCAX Columbia Global Technology Growth A
83.52
+0.42%
LGLOX Lord Abbett Growth Leaders F3
43.01
+0.42%
LGLVX Lord Abbett Growth Leaders R6
43.01
+0.42%
CGTUX Columbia Global Technology Growth Inst3
90.88
+0.42%
CTYRX Columbia Global Technology Growth Adv
89.61
+0.41%
CTHCX Columbia Global Technology Growth C
71.31
+0.41%
LGLCX Lord Abbett Growth Leaders C
34.68
+0.41%
LGLFX Lord Abbett Growth Leaders F
42.24
+0.40%
CVMRX Calvert Emerging Markets Equity R6
17.41
+0.40%
LGLIX Lord Abbett Growth Leaders I
42.62
+0.40%
LGLUX Lord Abbett Growth Leaders R5
42.64
+0.40%
ALGRX Alger Focus Equity I
68.04
+0.40%
LGLAX Lord Abbett Growth Leaders A
40.58
+0.40%
LGLSX Lord Abbett Growth Leaders R4
40.60
+0.40%
LGLQX Lord Abbett Growth Leaders R2
38.90
+0.39%
ALAFX Alger Focus Equity A
67.48
+0.39%
LGLRX Lord Abbett Growth Leaders R3
38.97
+0.39%
ALZFX Alger Focus Equity Z
70.26
+0.39%
ALGYX Alger Focus Equity Y
70.52
+0.38%
VLAAX Value Line Asset Allocation Investor
42.14
+0.38%
ALCFX Alger Focus Equity C
60.69
+0.38%
VLAIX Value Line Asset Allocation Instl
42.26
+0.38%
FJPTX Fidelity Advisor Japan M
16.42
+0.37%
FIQLX Fidelity Advisor Japan Z
16.63
+0.36%
CVMCX Calvert Emerging Markets Equity C
16.63
+0.36%
FJPIX Fidelity Advisor Japan I
16.80
+0.36%
PSLDX PIMCO StocksPLUS Long Duration Instl
16.96
+0.36%
CVMAX Calvert Emerging Markets Equity A
17.30
+0.35%
CVMIX Calvert Emerging Markets Equity I
17.46
+0.34%
ATEAX Anchor Risk Mgd Equity Strategies Adv
15.10
+0.33%
FJPCX Fidelity Advisor Japan C
16.09
+0.31%