CIRAX - American Funds Capital Income Bldr 529A

Nasdaq - Nasdaq Delayed Price. Currency in USD

Performance Overview

Morningstar Return Rating★★★
Year-to-Date Return14.13%
5-Year Average Return7.65%
Number of Years Up13
Number of Years Down2
Best 1 Yr Total Return (Dec 30, 2017)21.97%
Worst 1 Yr Total Return (Dec 30, 2017)-30.11%
Best 3-Yr Total Return21.97%
Worst 3-Yr Total Return-2.91%

Trailing Returns (%) Vs. Benchmarks

ReturnCIRAXCategory
YTD14.13%3.06%
1-Month0.95%3.06%
3-Month2.40%5.20%
1-Year14.13%16.10%
3-Year5.74%6.28%
5-Year7.65%6.03%
10-Year4.27%5.07%
Last Bull Market12.73%12.54%
Last Bear Market-10.01%-13.04%

Annual Total Return (%) History

Year
CIRAXCategory
2017
14.13%14.79%
2016
6.84%6.04%
2015
-3.04%-4.15%
2014
6.51%1.54%
2013
14.80%10.07%
2012
11.72%10.74%
2011
2.76%-3.99%
2010
8.62%10.58%
2009
20.55%24.37%
2008
-30.11%-28.98%
2007
10.59%11.39%
2006
21.97%16.61%
2005
4.82%6.56%
2004
17.26%15.24%
2003
21.50%25.32%
2002
N/A-2.16%

Past Quarterly Returns (%)

YearQ1Q2Q3Q4
20174.67%3.25%3.13%2.40%
20163.87%3.10%1.06%-1.29%
20150.59%-0.54%-5.45%2.50%
20141.93%4.90%-1.66%1.30%
20135.38%-0.35%4.03%5.09%
20125.26%0.58%4.26%1.22%
20113.24%2.20%-8.50%6.44%
20101.10%-7.19%11.81%3.54%
2009-8.53%13.16%12.34%3.66%
2008-6.97%-1.02%-11.57%-14.17%
20072.60%5.26%3.28%-0.84%
20064.87%1.68%5.83%8.09%
2005-1.70%2.26%2.97%1.26%
20042.47%-0.10%3.99%10.15%
2003-2.15%10.49%2.35%9.80%
20020.60%-8.66%5.09%N/A

Rank In Category (By Total Return)

YTD58
1-Month54
3-Month79
1-Year58
3-Year39
5-Year17

Load Adjusted Returns

1-Year7.57%
3-Year3.68%
5-Year6.38%
10-Year3.65%