CIRCX
American Funds Capital Income Builder Class 529-C
Mutual fund
$80.96+0.18 (+0.22%)Close Oct 2, 2026
Feb 20, 2002 – Oct 2, 2026, Dividends reinvested
- Final balance
- $45,186
- CAGR
- +6.32%
- Max drawdown
- −43.98%
- Sharpe ratio
- 0.60
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Growth of $10,000
Trailing returns (%)
Annualized from 3Y- 1M
- −3.73%
- 3M
- −2.00%
- 6M
- +4.08%
- YTD
- +6.06%
- 1Y
- +8.63%
- 3Y
- +15.16%
- 5Y
- +7.80%
- 10Y
- +6.80%
- 15Y
- +7.20%
- 20Y
- +5.38%
- Since 2002
- +6.32%
Metrics
Since 2002| Volatility | 11.23% |
|---|---|
| Sortino ratio | 0.83 |
| Calmar ratio | 0.14 |
| Best year, 2003 | +21.56% |
| Worst year, 2008 | −30.65% |
| Positive years | 19 of 23 |
| Longest drawdown | 5.4 years |
Worst drawdowns
Since 2002| Decline | Peak | Bottom | Recovered | Length |
|---|---|---|---|---|
| −44.0% | Oct 2007 | Mar 2009 | Mar 2013 | 5.4 years |
| −25.4% | Jan 2020 | Mar 2020 | Dec 2020 | 11 months |
| −18.1% | Jan 2022 | Oct 2022 | Mar 2024 | 2.1 years |
| −16.3% | May 2002 | Oct 2002 | Oct 2003 | 1.4 years |
| −13.9% | Jan 2018 | Dec 2018 | Nov 2019 | 1.8 years |
Annual returns
2002 from Feb 20 · 2026 through Oct 2