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American Funds Capital Income Bldr 529F (CIRFX)
66.17
-0.51
(-0.76%)
At close: 8:00:23 PM EDT
Performance Overview
| Morningstar Return Rating | -- |
| YTD Return | -2.57% |
| 5y Average Return | 8.79% |
| Number of Years Up | 18 |
| Number of Years Down | 4 |
| Best 1Y Total Return (Apr 7, 2025) | 17.59% |
| Worst 1Y Total Return (Apr 7, 2025) | -- |
| Best 3Y Total Return | 17.59% |
| Worst 3Y Total Return | 3.48% |
Trailing Returns (%) Vs. Benchmarks
Monthly Total Returns
CIRFX
Category
- YTD
- 5.13%
- 8.60%
- 1-Month
- -0.48%
- 0.11%
- 3-Month
- 5.13%
- 4.82%
- 1-Year
- 11.84%
- 25.33%
- 3-Year
- 6.23%
- 8.02%
- 5-Year
- 10.65%
- 8.06%
- 10-Year
- 6.15%
- 6.03%
- Last Bull Market
- 12.10%
- 13.54%
- Last Bear Market
- -8.02%
- -13.20%
Annual Total Return (%) History
Year
CIRFX
Category
Past Quarterly Returns
| Year | Q1 | Q2 | Q3 | Q4 |
|---|---|---|---|---|
| 2025 | 5.13% | -- | -- | -- |
| 2024 | 3.77% | 0.68% | 8.75% | -2.84% |
| 2023 | 2.09% | 1.50% | -3.69% | 9.32% |
| 2022 | -1.78% | -8.02% | -7.54% | 11.34% |
| 2021 | 5.00% | 4.61% | -1.68% | 6.63% |
| 2020 | -15.42% | 9.42% | 2.04% | 9.58% |
| 2019 | 8.24% | 1.97% | 1.00% | 5.49% |
| 2018 | -2.83% | -0.12% | 1.63% | -5.60% |
| 2017 | 4.72% | 3.31% | 3.21% | 2.46% |
| 2016 | 3.93% | 3.14% | 1.14% | -1.25% |
| 2015 | 0.67% | -0.49% | -5.41% | 2.58% |
| 2014 | 1.98% | 4.97% | -1.60% | 1.34% |
| 2013 | 5.43% | -0.28% | 4.08% | 5.13% |
| 2012 | 5.33% | 0.61% | 4.31% | 1.27% |
| 2011 | 3.29% | 2.26% | -8.43% | 6.47% |
| 2010 | 1.13% | -7.15% | 11.87% | 3.59% |
| 2009 | -8.48% | 13.22% | 12.40% | 3.74% |
| 2008 | -6.92% | -0.97% | -11.52% | -14.12% |
| 2007 | 2.65% | 5.31% | 3.33% | -0.80% |
| 2006 | 4.91% | 1.72% | 5.87% | 8.14% |
| 2005 | -1.71% | 2.27% | 3.02% | 1.30% |
| 2004 | 2.45% | -0.12% | 3.96% | 10.13% |
| 2003 | -2.17% | 10.44% | 2.31% | 9.76% |
| 2002 | 5.07% | -- | -- | -- |
Rank in Category (By Total Return)
| YTD | 19 |
| 1-Month | 40 |
| 3-Month | 19 |
| 1-Year | 6 |
| 3-Year | 13 |
| 5-Year | 28 |
Load Adjusted Returns
| 1-Year | 11.84% |
| 3-Year | 6.23% |
| 5-Year | 10.65% |
| 10-Year | 6.15% |
Performance & Risk
| YTD Return | -2.57% |
| 5y Average Return | 8.79% |
| Rank in Category (ytd) | 19 |
| % Rank in Category (ytd) | -- |
| Beta (5Y Monthly) | 0.92 |
| Morningstar Risk Rating |
Fund Overview
| Category | World Allocation |
| Fund Family | American Funds |
| Net Assets | 109.4B |
| YTD Return | 5.13% |
| Yield | 3.28% |
| Morningstar Rating | |
| Inception Date | Mar 15, 2001 |
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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