CAIBX
American Funds Capital Income Builder Class A
Mutual fund
$80.61+0.18 (+0.22%)Close Oct 2, 2026
Jul 30, 1987 – Oct 2, 2026, Dividends reinvested
- Final balance
- $275,931
- CAGR
- +8.84%
- Max drawdown
- −43.22%
- Sharpe ratio
- 0.90
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Growth of $10,000
Trailing returns (%)
Annualized from 3Y- 1M
- −3.66%
- 3M
- −1.80%
- 6M
- +4.50%
- YTD
- +6.69%
- 1Y
- +9.50%
- 3Y
- +16.07%
- 5Y
- +8.66%
- 10Y
- +7.66%
- 15Y
- +8.08%
- 20Y
- +6.31%
- 25Y
- +7.44%
- 30Y
- +7.99%
- Since 1987
- +8.84%
Metrics
Since 1987| Volatility | 10.02% |
|---|---|
| Sortino ratio | 1.26 |
| Calmar ratio | 0.20 |
| Best year, 1991 | +24.76% |
| Worst year, 2008 | −30.01% |
| Positive years | 32 of 38 |
| Longest drawdown | 4.9 years |
Worst drawdowns
Since 1987| Decline | Peak | Bottom | Recovered | Length |
|---|---|---|---|---|
| −43.2% | Oct 2007 | Mar 2009 | Sep 2012 | 4.9 years |
| −25.3% | Feb 2020 | Mar 2020 | Dec 2020 | 10 months |
| −17.6% | Jan 2022 | Oct 2022 | Dec 2023 | 2 years |
| −14.3% | May 2002 | Oct 2002 | Jun 2003 | 1 year |
| −13.2% | Jan 2018 | Dec 2018 | Oct 2019 | 1.7 years |
Annual returns
1987 from Jul 30 · 2026 through Oct 2