Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| CIBBX (CAPITAL INCOME BUILDER CLASS B) | NA | 7.13% | 3.62% | 6.83% | 3.26% | 6.07% | NA | … | … |
Data as of 04/10/2017, Common starting date is 04/03/2000
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| CIBBX (CAPITAL INCOME BUILDER CLASS B) | 04/03/2000 | 04/10/2017 |
| Last 1 Week | 1 Yr | 3 Yr | 5 Yr | 10 Yr | 15 Yr | 20 Yr | Common | Inception | 2017 | 2016 | 2015 | 2014 | 2013 | 2012 | 2011 | 2010 | 2009 | 2008 | 2007 | 2006 | 2005 | 2004 | 2003 | 2002 | 2001 | 2000 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return (%) | 0.08 | 7.13 | 3.62 | 6.83 | 3.26 | 6.07 | NA | … | … | 4.38 | 6.12 | -3.67 | 5.82 | 14.05 | 10.99 | 2.06 | 7.83 | 19.71 | -30.61 | 9.84 | 21.11 | 3.40 | 16.19 | 21.76 | -0.11 | 2.93 | 11.94 |
| Sharpe Ratio | NA | 0.78 | 0.36 | 0.74 | 0.22 | NA | NA | … | … | 3.84 | 0.55 | -0.34 | 0.75 | 1.77 | 1.43 | 0.14 | 0.65 | 1.33 | -1.25 | 0.60 | 2.74 | 0.23 | 2.42 | 3.46 | -0.13 | 0.09 | 1.64 |
| Standard Deviation(%) | NA | 8.70 | 9.63 | 9.05 | 13.18 | NA | NA | … | … | 4.37 | 10.65 | 10.90 | 7.76 | 7.91 | 7.69 | 14.07 | 11.86 | 14.74 | 25.15 | 11.46 | 6.53 | 5.42 | 6.29 | 6.08 | 9.00 | 7.24 | 7.45 |
| Draw Down(%) | NA | 6.07 | 13.53 | 13.53 | 43.95 | NA | NA | … | … | 0.98 | 6.26 | 11.19 | 5.86 | 7.39 | 5.40 | 11.59 | 10.35 | 17.18 | 39.72 | 7.72 | 6.34 | 4.14 | 5.78 | 7.14 | 14.62 | 8.01 | 4.01 |
| Yield(%) | 0.00 | 2.12 | 2.62 | 3.32 | 3.14 | 4.63 | 4.34 | … | … | 0.28 | 2.58 | 2.54 | 3.96 | 2.84 | 3.61 | 3.34 | 3.36 | 3.81 | 3.44 | 7.29 | 5.52 | 3.80 | 4.59 | 5.31 | 5.10 | 5.55 | 5.22 |
Data as of 04/10/2017, Common starting date is 04/03/2000
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| CIBBX (CAPITAL INCOME BUILDER CLASS B) |
-7.76%
Feb 2006 – Feb 2009 |
-1.12%
May 2007 – May 2012 |
3.23%
Dec 2006 – Dec 2016 |
5.79%
Feb 2001 – Feb 2016 |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| CIBBX (CAPITAL INCOME BUILDER CLASS B) |
16.19%
May 2004 – May 2007 |
16.01%
Oct 2002 – Oct 2007 |
7.84%
Mar 2003 – Mar 2013 |
7.13%
May 2000 – May 2015 |
Annualized Rolling Returns Comparison Chart