Nasdaq - Delayed Quote USD

American Funds Capital Income Bldr A (CAIBX)

66.59 -0.10 (-0.15%)
At close: 8:01 PM EDT

Performance Overview

Morningstar Return Rating --
YTD Return 1.23%
5y Average Return 5.55%
Number of Years Up 30
Number of Years Down 6
Best 1Y Total Return (Apr 25, 2024) 20.63%
Worst 1Y Total Return (Apr 25, 2024) --
Best 3Y Total Return 20.63%
Worst 3Y Total Return 3.32%

Trailing Returns (%) Vs. Benchmarks

Monthly Total Returns
CAIBX
Category
YTD
3.74%
8.60%
1-Month
2.87%
0.11%
3-Month
3.74%
4.82%
1-Year
10.76%
25.33%
3-Year
4.78%
8.02%
5-Year
6.23%
8.06%
10-Year
5.37%
6.03%
Last Bull Market
25.43%
13.54%
Last Bear Market
-8.05%
-13.20%

Annual Total Return (%) History

Year
CAIBX
Category
2024
--
--
2023
8.96%
--
2022
-7.12%
--
2021
14.99%
--
2020
3.27%
6.18%
2019
17.38%
16.10%
2018
-7.03%
-8.26%
2017
14.25%
14.79%

2016
6.90%
6.04%
2015
-2.92%
-4.15%
2014
6.61%
1.54%
2013
14.90%
10.07%
2012
11.81%
10.74%
2011
2.86%
-3.99%
2010
8.66%
10.58%
2009
20.63%
24.37%
2008
-30.06%
-28.98%
2007
10.68%
11.39%
2006
22.04%
16.61%
2005
4.94%
6.56%
2004
17.40%
15.24%
2003
21.57%
25.32%
2002
0.65%
-2.16%
2001
4.75%
-3.23%
2000
12.52%
0.23%
1999
-2.77%
21.83%
1998
11.75%
9.68%
1997
23.33%
13.17%
1996
17.64%
14.59%
1995
25.05%
16.98%
1994
-2.26%
-4.05%
1993
15.28%
21.85%
1992
10.00%
5.04%
1991
25.70%
19.31%
1990
3.89%
0.19%
1989
19.98%
16.62%
1988
12.45%
8.73%
1987
--
12.88%

Past Quarterly Returns

YearQ1Q2Q3Q4
2024 3.74% -- -- --
2023 2.04% 1.47% -3.72% 9.29%
2022 -1.81% -8.05% -7.56% 11.29%
2021 4.95% 4.59% -1.71% 6.59%
2020 -15.47% 9.36% 2.00% 9.52%
2019 8.20% 1.93% 0.95% 5.44%
2018 -2.86% -0.16% 1.58% -5.63%
2017 4.69% 3.29% 3.15% 2.43%
2016 3.90% 3.10% 1.10% -1.29%
2015 0.63% -0.54% -5.43% 2.55%

2014 1.95% 4.94% -1.65% 1.32%
2013 5.40% -0.30% 4.03% 5.12%
2012 5.27% 0.60% 4.28% 1.24%
2011 3.27% 2.22% -8.48% 6.46%
2010 1.11% -7.20% 11.83% 3.56%
2009 -8.51% 13.17% 12.38% 3.68%
2008 -6.95% -1.00% -11.55% -14.16%
2007 2.62% 5.27% 3.29% -0.82%
2006 4.89% 1.69% 5.84% 8.11%
2005 -1.66% 2.30% 3.00% 1.28%
2004 2.51% -0.08% 4.03% 10.18%
2003 -2.12% 10.49% 2.36% 9.82%
2002 4.08% 0.66% -8.60% 5.10%
2001 -0.63% 4.41% -2.66% 3.73%
2000 -0.53% 1.20% 5.81% 5.64%
1999 -1.55% 3.40% -5.40% 0.97%
1998 7.72% -0.11% -4.07% 8.27%
1997 1.25% 8.85% 7.51% 4.08%
1996 1.65% 2.07% 3.24% 9.82%
1995 3.97% 5.87% 7.71% 5.47%
1994 -5.77% 0.24% 3.37% 0.11%
1993 5.43% 0.12% 5.89% 3.15%
1992 -2.57% 7.54% 3.42% 1.52%
1991 10.71% 0.25% 6.12% 6.73%
1990 -2.10% 2.54% -7.04% 11.32%
1989 3.56% 6.07% 5.58% 3.46%
1988 5.20% 2.91% 1.87% 1.97%
1987 -4.63% -- -- --

Rank in Category (By Total Return)

YTD 58
1-Month 43
3-Month 58
1-Year 59
3-Year 21
5-Year 31

Load Adjusted Returns

1-Year 4.39%
3-Year 2.73%
5-Year 4.98%
10-Year 4.75%

Performance & Risk

YTD Return 1.23%
5y Average Return 5.55%
Rank in Category (ytd) 58
% Rank in Category (ytd) --
Beta (5Y Monthly) 0.93
Morningstar Risk Rating

Fund Overview

Category World Allocation
Fund Family American Funds
Net Assets 106B
YTD Return 3.74%
Yield 3.28%
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.

Related Tickers

RYZCX Rydex Precious Metals C
27.45
+3.16%
 
RYPMX Rydex Precious Metals Inv
37.94
+3.15%
 
RYMNX Rydex Precious Metals Fund
35.21
+3.13%
 
RYMPX Rydex Precious Metals Fund
33.77
+3.11%
 
FSELX Fidelity Select Semiconductors
29.15
+2.71%
 
FELIX Fidelity Advisor Semiconductors I
79.28
+2.68%
 
FIKGX Fidelity Advisor Semiconductors Z
79.45
+2.68%
 
FELTX Fidelity Advisor Semiconductors M
68.42
+2.67%
 
FELCX Fidelity Advisor Semiconductors C
58.62
+2.66%
 
FELAX Fidelity Advisor Semiconductors A
73.29
+2.66%
 
FKRCX Franklin Gold and Precious Metals Fund
18.45
+2.50%
 
FRGOX Franklin Gold and Precious Metals Fund
16.16
+2.47%
 
FGPMX Franklin Gold and Precious Metals R6
20.34
+2.47%
 
FGADX Franklin Gold and Precious Metals Adv
20.04
+2.45%
 
FEGIX First Eagle Gold I
26.69
+2.38%
 
FEURX First Eagle Gold R6
26.76
+2.37%
 
FEGOX First Eagle Gold C
23.33
+2.37%
 
SGGDX First Eagle Gold A
25.80
+2.34%
 
FSRFX Fidelity Select Transportation
108.88
+2.00%
 
RYSIX Rydex Electronics Inv
396.18
+1.83%
 
RYSAX Rydex Electronics H
349.10
+1.83%
 
RYELX Rydex Electronics Fund
360.29
+1.83%
 
RYSCX Rydex Electronics C
304.99
+1.83%
 
TAVZX Third Avenue Value Z
70.23
+1.15%
 
TAVFX Third Avenue Value Instl
70.25
+1.15%
 
CNPSX Consumer Staples UltraSector ProFund Svc
62.05
-0.37%
 
FNARX Fidelity Natural Resources Fund
48.32
+1.13%
 
TVFVX Third Avenue Value Investor
70.75
+1.13%
 
CNPIX Consumer Staples UltraSector ProFund Inv
71.41
-0.36%
 
KINCX Kinetics Internet Adv C
55.90
+1.07%
 
WWWFX Kinetics Internet No Load
75.61
+1.06%
 
KINAX Kinetics Internet Adv A
68.32
+1.05%
 
FCGCX Fidelity Advisor Global Commodity Stk C
19.08
+0.95%
 
FFGAX Fidelity Advisor Global Commodity Stk A
19.19
+0.95%
 
BPTUX Baron Partners R6
144.23
+0.92%
 
BPTRX Baron Partners Retail
138.43
+0.92%
 
BPTIX Baron Partners Institutional
144.25
+0.92%
 
FIQRX Fidelity Advisor Global Commodity Stk Z
19.17
+0.89%
 
FFGTX Fidelity Advisor Global Commodity Stk M
19.17
+0.89%
 
FFGIX Fidelity Advisor Global Commodity Stk I
19.20
+0.89%
 
FFGCX Fidelity Global Commodity Stock
19.22
+0.89%
 
BWBIX Baron WealthBuilder Institutional
17.61
-0.45%
 
INAAX ALPS/Kotak India ESG A
17.93
+0.79%
 
INDAX ALPS/Kotak India ESG Inv
17.97
+0.79%
 
INFCX ALPS/Kotak India ESG C
16.05
+0.75%
 
ENPSX ProFunds UltraSector Energy Svc
41.58
+0.75%
 
INDIX ALPS/Kotak India ESG I
18.80
+0.75%
 
FMEIX Fidelity Covington Trust - Fidelity Enhanced Mid Cap ETF
16.15
+0.75%
 
ENPIX ProFunds UltraSector Energy Investor
48.92
+0.74%
 
FMCKX Fidelity Advisor Focused Emerging Markets Fund
27.69
0.00%
 
TLVAX Timothy Plan Large/Mid Cap Value Fund
23.73
+0.68%
 
FZAEX Fidelity Advisor Focused Emerging Markets Fund
29.85
0.00%
 
FIMKX Fidelity Advisor Focused Em Mkts I
29.91
0.00%
 
TMVIX Timothy Plan Large/Mid Cap Value Fund
24.05
+0.67%
 
TLVCX Timothy Plan Large/Mid Cap Value Fund
16.84
+0.66%
 
FTMKX Fidelity Advisor Focused Em Mkts M
29.45
0.00%
 
ERSTX Eaton Vance Large-Cap Value R
25.02
0.00%
 
FIKAX Fidelity Advisor Energy Z
53.13
+0.63%
 
FAGNX Fidelity Advisor Energy M
51.57
+0.62%
 
FANIX Fidelity Advisor Energy I
53.21
+0.62%
 
FANAX Fidelity Advisor Energy A
50.13
+0.62%
 
FSENX Fidelity Select Energy Portfolio
65.25
+0.62%
 
FNRCX Fidelity Advisor Energy Fund
45.72
+0.62%
 
MBXAX Catalyst/Millburn Hedge Strategy A
39.63
+0.61%
 
NEEIX Needham Growth Institutional
68.19
+0.60%
 
MBXFX Catalyst/Millburn Hedge Strategy C-1
38.26
+0.60%
 
MBXIX Catalyst/Millburn Hedge Strategy I
39.93
+0.60%
 
EHSTX Eaton Vance Large-Cap Value A
25.10
0.00%
 
MBXCX Catalyst/Millburn Hedge Strategy C
38.52
+0.60%
 
NEEGX Needham Growth Retail
65.40
+0.58%
 
VRMGX Virtus KAR Mid-Cap Growth R6
58.90
-0.29%
 
KNPYX Kinetics Paradigm Instl
83.45
+0.54%
 
KNPAX Kinetics Paradigm Adv A
78.29
+0.54%
 
WWNPX Kinetics Paradigm No Load
82.31
+0.54%
 
KNPCX Kinetics Paradigm Adv C
70.02
+0.53%
 
PDEQX PGIM Jennison Emerging Markets Eq OppsR6
15.27
+0.53%
 
KMKAX Kinetics Market Opportunities Adv A
48.21
+0.52%
 
GQGIX GQG Partners Emerging Markets EquityInst
17.42
+0.52%
 
MOWNX Moerus Worldwide Value N
15.61
+0.52%
 
MOWIX Moerus Worldwide Value Institutional
15.64
+0.51%
 
KMKNX Kinetics Market Opportunities No Load
49.08
+0.51%
 
KMKCX Kinetics Market Opportunities Adv C
45.69
+0.51%
 
KMKYX Kinetics Market Opportunities Inst
49.91
+0.50%
 
DODFX Dodge & Cox International Stock Fund
50.28
+0.50%
 
DGIFX Disciplined Growth Investors
28.70
+0.49%
 
GQGPX GQG Partners Emerging Markets Equity Inv
17.31
+0.46%
 
TORCX Tortoise Energy Infrastructure Total Return Fund
15.20
+0.46%
 
PDEZX PGIM Jennison Emerging Markets Eq Opps Z
15.23
+0.46%
 
GQGRX GQG Partners Emerging Markets Equity R6
17.42
+0.46%
 
GMOWX GMO Resources Fund
22.11
+0.45%
 
GOVIX GMO Resources Fund
22.11
+0.45%
 
GAAHX GMO Resources Fund
22.16
+0.45%
 
GEACX GMO Resources I
22.18
+0.45%
 
GOFIX GMO Resources Fund
22.19
+0.45%
 
TORTX Tortoise Energy Infrastructure Total Return Fund
15.60
+0.45%
 
TORIX Tortoise Energy Infrastructure Total Return Fund
15.85
+0.44%
 
VMMSX Vanguard Emerg Mkts Sel Stk Inv
21.21
+0.43%
 
HIMDX Hennessy Cornerstone Mid Cap 30 Instl
23.69
+0.42%
 
EVDAX Camelot Event Driven A
19.32
+0.42%
 
KSOAX Kinetics Small Cap Opportunities Adv A
108.46
+0.41%