Nasdaq - Delayed Quote USD

American Funds Capital Income Bldr 529C (CIRCX)

74.53
+0.41
+(0.55%)
At close: 8:00:22 PM EDT

Performance Overview

Morningstar Return Rating --
YTD Return 7.55%
5y Average Return 9.64%
Number of Years Up 18
Number of Years Down 4
Best 1Y Total Return (May 16, 2025) 16.45%
Worst 1Y Total Return (May 16, 2025) --
Best 3Y Total Return 16.45%
Worst 3Y Total Return 2.51%

Trailing Returns (%) Vs. Benchmarks

Monthly Total Returns
CIRCX
Category
YTD
5.20%
0.00%
1-Month
0.29%
0.00%
3-Month
2.28%
0.00%
1-Year
14.51%
0.00%
3-Year
6.85%
0.00%
5-Year
8.53%
0.00%
10-Year
4.90%
0.00%
Last Bull Market
11.51%
0.00%
Last Bear Market
-8.22%
0.00%

Annual Total Return (%) History

Year
CIRCX
Category
2025
--
--
2024
9.39%
--
2023
8.10%
--
2022
-7.86%
--
2021
14.11%
--
2020
2.47%
--
2019
16.45%
--
2018
-7.81%
--

2017
13.26%
--
2016
6.03%
--
2015
-3.78%
--
2014
5.69%
--
2013
13.89%
--
2012
10.85%
--
2011
1.95%
--
2010
7.75%
--
2009
19.60%
--
2008
-30.68%
--
2007
9.71%
--
2006
20.98%
--
2005
3.95%
--
2004
16.28%
--
2003
20.42%
--
2002
--
--

Past Quarterly Returns

YearQ1Q2Q3Q4
2025 4.90% -- -- --
2024 3.52% 0.46% 8.52% -3.07%
2023 1.84% 1.28% -3.93% 9.09%
2022 -2.00% -8.22% -7.76% 11.06%
2021 4.76% 4.37% -1.90% 6.38%
2020 -15.63% 9.16% 1.79% 9.31%
2019 7.99% 1.73% 0.74% 5.23%
2018 -3.07% -0.36% 1.37% -5.83%
2017 4.45% 3.05% 2.95% 2.21%
2016 3.67% 2.90% 0.88% -1.48%

2015 0.42% -0.74% -5.64% 2.30%
2014 1.73% 4.70% -1.85% 1.10%
2013 5.16% -0.52% 3.82% 4.87%
2012 5.05% 0.38% 4.06% 1.02%
2011 3.02% 2.02% -8.69% 6.23%
2010 0.89% -7.38% 11.57% 3.35%
2009 -8.70% 12.92% 12.12% 3.47%
2008 -7.16% -1.23% -11.75% -14.35%
2007 2.40% 5.05% 3.07% -1.05%
2006 4.66% 1.46% 5.61% 7.88%
2005 -1.91% 2.05% 2.77% 1.05%
2004 2.24% -0.31% 3.76% 9.95%
2003 -2.37% 10.23% 2.12% 9.57%
2002 0.42% -8.83% 4.88% --

Rank in Category (By Total Return)

YTD 13
1-Month 40
3-Month 17
1-Year 11
3-Year 57
5-Year 86

Load Adjusted Returns

1-Year 13.51%
3-Year 6.85%
5-Year 8.53%
10-Year 4.90%

Performance & Risk

YTD Return 7.55%
5y Average Return 9.64%
Rank in Category (ytd) 13
% Rank in Category (ytd) --
Beta (5Y Monthly) 0.94
Morningstar Risk Rating

Fund Overview

Category --
Fund Family American Funds
Net Assets 109.35B
YTD Return 5.20%
Yield 2.37%
Morningstar Rating
Inception Date Oct 30, 2020

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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