FWCBX
American Funds Capital Income Builder Class 529-F-3
Mutual fund
$80.56+0.19 (+0.24%)Close Oct 2, 2026
Oct 30, 2020 – Oct 2, 2026, Dividends reinvested
- Final balance
- $18,838
- CAGR
- +11.29%
- Max drawdown
- −17.49%
- Sharpe ratio
- 1.15
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Growth of $10,000
Trailing returns (%)
Annualized from 3Y- 1M
- −3.65%
- 3M
- −1.73%
- 6M
- +4.62%
- YTD
- +6.88%
- 1Y
- +9.76%
- 3Y
- +16.37%
- 5Y
- +8.94%
- Since 2020
- +11.29%
Metrics
Since 2020| Volatility | 9.78% |
|---|---|
| Sortino ratio | 1.67 |
| Calmar ratio | 0.65 |
| Best year, 2025 | +20.70% |
| Worst year, 2022 | −6.91% |
| Positive years | 4 of 5 |
| Longest drawdown | 2 years |
Worst drawdowns
Since 2020| Decline | Peak | Bottom | Recovered | Length |
|---|---|---|---|---|
| −17.5% | Jan 2022 | Oct 2022 | Dec 2023 | 2 years |
| −8.9% | Mar 2025 | Apr 2025 | May 2025 | 1 month |
| −6.5% | Feb 2026 | Mar 2026 | May 2026 | 2 months |
| −4.9% | Aug 2026 | Oct 2026 | Not yet | 2 months so far |
| −4.4% | Oct 2024 | Jan 2025 | Feb 2025 | 4 months |
Annual returns
2020 from Oct 30 · 2026 through Oct 2