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American Funds Capital Income Bldr F1 (CIBFX)

74.33
+0.41
+(0.55%)
As of 8:05:24 AM EDT. Market Open.

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 17.31%
Worst 1Y Total Return --
Number of Years Up 19
Number of Years Down 4

Performance & Risk

YTD Return 7.85%
5y Average Return 10.45%
Rank in Category (ytd) 9
% Rank in Category (ytd) --
Beta (5Y Monthly) 0.94
Morningstar Risk Rating

Risk Statistics

3 Years 5 Years 10 Years
CIBFXCategory AverageCIBFXCategory AverageCIBFXCategory Average
Alpha 1.35 -- 1.97 -- -0.18 --
BETA 0.94 -- 0.94 -- 0.97 --
Mean Annual Return 0.67 -- 0.8 -- 0.51 --
R-squared 91.14 -- 88.58 -- 89 --
Standard Deviation 11.77 -- 11.18 -- 10.32 --
Sharpe Ratio 0.29 -- 0.6 -- 0.4 --
Treynor Ratio 3.12 -- 6.88 -- 3.8 --

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