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CAIBX: CAPITAL INCOME BUILDER CLASS A (MUTUAL FUND)
Basic Info 81.18 1.02(1.24%) June 05
| Asset Class: | World Allocation |
| MyPlanIQ Rating: | (61%) |
| Start Date: | 09/17/1987 |
| Last Dividend Date: | 03/16/2026 |
| 12-Mo. Yield | 7.98% |
| Expenses | 0.26% |
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Performance Analytics (As of 06/02/2026)
Not up-to-date? Try| Last 1 Week* | YTD*(2026) | 1 Yr | 3 Yr | 5 Yr | 10 Yr | 15 Yr | 20 Yr | Inception** | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | 2013 | 2012 | 2011 | 2010 | 2009 | 2008 | 2007 | 2006 | 2005 | 2004 | 2003 | 2002 | 2001 | 2000 | 1999 | 1998 | 1997 | 1996 | 1995 | 1994 | 1993 | 1992 | 1991 | 1990 | 1989 | 1988 | 1987 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return(%) | -1.3 | 6.2 | 16.4 | 14.7 | 8.2 | 7.9 | 7.4 | 6.6 | 9.0 | 20.4 | 10.2 | 9.0 | -7.1 | 15.0 | 3.2 | 17.4 | -7.0 | 14.3 | 6.9 | -2.9 | 6.6 | 14.9 | 11.8 | 2.9 | 8.7 | 20.6 | -30.0 | 10.7 | 22.1 | 4.0 | 17.1 | 23.0 | 0.9 | 4.8 | 12.6 | -2.7 | 11.9 | 23.4 | 17.6 | 23.4 | -2.6 | 14.9 | 9.6 | 24.7 | 3.9 | 20.0 | 12.5 | -2.9 |
| Sharpe Ratio | NA | 1.77 | 2.07 | 1.36 | 0.6 | 0.58 | NA | NA | 0.68 | 1.75 | 0.85 | 0.63 | -0.62 | 1.77 | 0.14 | 2.49 | -0.95 | 3.04 | 0.63 | -0.27 | 0.85 | 1.88 | 1.54 | 0.2 | 0.72 | 1.39 | -1.22 | 0.66 | 2.83 | 0.32 | 2.53 | 3.57 | -0.03 | 0.33 | 0.97 | -0.84 | 0.91 | 2.44 | 2.24 | 3.81 | -1.0 | 2.42 | 1.2 | 2.49 | -0.2 | 2.56 | 1.03 | -0.73 |
| Draw Down(%) | NA | 6.5 | 6.5 | 8.9 | 17.6 | 25.3 | NA | NA | 43.2 | 8.9 | 4.3 | 8.5 | 17.6 | 3.7 | 25.3 | 3.6 | 13.2 | 1.5 | 6.2 | 10.9 | 5.7 | 7.3 | 5.3 | 11.3 | 10.3 | 17.0 | 39.3 | 7.7 | 6.3 | 4.0 | 5.6 | 7.1 | 14.3 | 7.8 | 6.6 | 8.3 | 11.1 | 6.0 | 2.9 | 1.9 | 8.6 | 3.6 | 4.1 | 3.3 | 8.8 | 2.8 | 3.9 | 10.2 |
| Standard Deviation(%) | NA | 9.6 | 8.0 | 9.0 | 10.0 | 10.9 | NA | NA | 10.1 | 10.0 | 7.8 | 8.5 | 13.8 | 8.5 | 21.5 | 6.4 | 8.9 | 4.5 | 10.7 | 10.9 | 7.7 | 7.9 | 7.7 | 14.1 | 11.9 | 14.7 | 25.2 | 11.5 | 6.6 | 5.5 | 6.4 | 6.3 | 9.1 | 7.2 | 8.6 | 7.2 | 9.2 | 8.0 | 6.2 | 5.1 | 5.7 | 5.2 | 5.9 | 8.3 | 8.0 | 5.5 | 7.4 | 19.2 |
| Treynor Ratio | NA | 0.24 | 0.23 | 0.17 | 0.08 | 0.07 | NA | NA | 0.08 | 0.21 | 0.12 | 0.06 | -0.1 | 0.19 | 0.03 | 0.21 | -0.1 | 0.16 | 0.06 | -0.02 | 0.06 | 0.16 | 0.14 | 0.03 | 0.08 | 0.2 | -0.26 | 0.06 | 0.25 | 0.03 | 0.23 | 0.4 | 0.0 | 0.05 | 0.09 | -0.1 | 0.13 | 0.19 | 0.18 | 0.47 | 0.14 | 0.0 | 0.0 | 0.0 | 0.0 | 0.0 | 0.0 | 0.0 |
| Alpha | NA | 0.02 | 0.01 | 0.01 | 0.01 | 0.0 | NA | NA | 0.01 | 0.01 | 0.01 | -0.01 | 0.03 | 0.04 | -0.07 | 0.02 | 0.0 | 0.01 | 0.01 | -0.01 | 0.02 | 0.0 | 0.01 | 0.03 | -0.01 | 0.0 | -0.03 | -0.04 | 0.03 | -0.02 | 0.02 | 0.01 | 0.02 | 0.01 | 0.02 | -0.07 | 0.04 | 0.04 | 0.02 | 0.05 | -0.03 | NA | NA | NA | NA | NA | NA | NA |
| Beta | NA | 0.72 | 0.72 | 0.74 | 0.8 | 0.9 | NA | NA | 0.9 | 0.84 | 0.58 | 0.89 | 0.87 | 0.79 | 1.07 | 0.74 | 0.86 | 0.88 | 1.17 | 1.27 | 1.06 | 0.95 | 0.85 | 0.91 | 1.05 | 1.02 | 1.19 | 1.33 | 0.76 | 0.66 | 0.69 | 0.57 | 0.57 | 0.48 | 0.89 | 0.61 | 0.65 | 1.05 | 0.79 | 0.41 | -0.4 | NA | NA | NA | NA | NA | NA | NA |
| RSquared | NA | 0.8 | 0.75 | 0.71 | 0.76 | 0.77 | NA | NA | 0.67 | 0.79 | 0.55 | 0.75 | 0.88 | 0.7 | 0.87 | 0.46 | 0.67 | 0.58 | 0.87 | 0.9 | 0.86 | 0.81 | 0.86 | 0.9 | 0.93 | 0.92 | 0.92 | 0.87 | 0.74 | 0.55 | 0.66 | 0.67 | 0.74 | 0.57 | 0.51 | 0.32 | 0.56 | 0.49 | 0.38 | 0.22 | 0.03 | 0.0 | 0.0 | 0.0 | 0.0 | 0.0 | 0.0 | 0.0 |
| Yield(%) | N/A | 0.6 | N/A | N/A | N/A | N/A | N/A | N/A | N/A | 8.6 | 6.0 | 3.6 | 3.1 | 3.5 | 3.4 | 4.8 | 3.4 | 5.1 | 3.7 | 3.4 | 4.8 | 3.7 | 4.4 | 4.2 | 4.1 | 4.6 | 4.1 | 8.1 | 6.3 | 4.4 | 5.3 | 6.4 | 6.0 | 7.3 | 7.0 | 7.3 | 10.1 | 8.6 | 6.9 | 5.5 | 4.9 | 5.1 | 5.1 | 5.7 | 5.2 | 5.6 | 5.5 | 2.2 |
| Dividend Growth(%) | N/A | -91.9 | N/A | N/A | N/A | N/A | N/A | N/A | N/A | 49.5 | 72.7 | 6.4 | -2.0 | 3.5 | -20.6 | 25.4 | -27.1 | 44.7 | 0.5 | -27.5 | 41.4 | -10.5 | 5.5 | 3.7 | 2.8 | -23.6 | -48.4 | 45.9 | 45.6 | -9.0 | -3.0 | 0.6 | -19.3 | 10.4 | -15.5 | -26.7 | 36.0 | 36.7 | 46.3 | 4.8 | 5.0 | 5.3 | 5.6 | 5.9 | 7.6 | 7.3 | 134.0 | N/A |
*: NOT annualized;YTD: Year to Date
**Inception: starting from 07/30/1987
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