Nasdaq - Delayed Quote USD
American Funds Capital Income Bldr 529C (CIRCX)
74.53
+0.41
+(0.55%)
At close: 8:00:22 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 | 16.45% |
| Worst 1Y Total Return | -- |
| Number of Years Up | 18 |
| Number of Years Down | 4 |
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 |
Risk Statistics
| 3 Years | 5 Years | 10 Years | ||||
|---|---|---|---|---|---|---|
| CIRCX | Category Average | CIRCX | Category Average | CIRCX | Category Average | |
| Alpha | 0.61 | -- | 1.24 | -- | -0.92 | -- |
| BETA | 0.94 | -- | 0.94 | -- | 0.96 | -- |
| Mean Annual Return | 0.61 | -- | 0.74 | -- | 0.44 | -- |
| R-squared | 91.14 | -- | 88.56 | -- | 89.01 | -- |
| Standard Deviation | 11.76 | -- | 11.17 | -- | 10.31 | -- |
| Sharpe Ratio | 0.23 | -- | 0.54 | -- | 0.32 | -- |
| Treynor Ratio | 2.28 | -- | 6.05 | -- | 2.99 | -- |
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