Nasdaq - Delayed Quote USD
American Funds Capital Income Bldr 529A (CIRAX)
As of 8:05 AM EST. Market Open.
Performance Overview
| Morningstar Return Rating | -- |
| YTD Return | 12.54% |
| 5y Average Return | 6.86% |
| Number of Years Up | 17 |
| Number of Years Down | 4 |
| Best 1Y Total Return (Nov 6, 2024) | 20.55% |
| Worst 1Y Total Return (Nov 6, 2024) | -- |
| Best 3Y Total Return | 20.55% |
| Worst 3Y Total Return | 3.28% |
Trailing Returns (%) Vs. Benchmarks
Monthly Total Returns
CIRAX
Category
- YTD
- 11.46%
- 8.60%
- 1-Month
- -1.78%
- 0.11%
- 3-Month
- 2.52%
- 4.82%
- 1-Year
- 24.18%
- 25.33%
- 3-Year
- 5.12%
- 8.02%
- 5-Year
- 6.84%
- 8.06%
- 10-Year
- 5.54%
- 6.03%
- Last Bull Market
- 15.55%
- 13.54%
- Last Bear Market
- -8.06%
- -13.20%
Annual Total Return (%) History
Year
CIRAX
Category
Past Quarterly Returns
| Year | Q1 | Q2 | Q3 | Q4 |
|---|---|---|---|---|
| 2024 | 3.72% | 0.65% | 8.70% | -- |
| 2023 | 2.05% | 1.46% | -3.73% | 9.29% |
| 2022 | -1.82% | -8.06% | -7.58% | 11.27% |
| 2021 | 4.96% | 4.56% | -1.71% | 6.59% |
| 2020 | -15.47% | 9.34% | 2.00% | 9.50% |
| 2019 | 8.18% | 1.91% | 0.94% | 5.43% |
| 2018 | -2.88% | -0.16% | 1.56% | -5.65% |
| 2017 | 4.67% | 3.25% | 3.13% | 2.40% |
| 2016 | 3.87% | 3.10% | 1.06% | -1.29% |
| 2015 | 0.59% | -0.54% | -5.45% | 2.50% |
| 2014 | 1.93% | 4.90% | -1.66% | 1.30% |
| 2013 | 5.38% | -0.35% | 4.03% | 5.09% |
| 2012 | 5.26% | 0.58% | 4.26% | 1.22% |
| 2011 | 3.24% | 2.20% | -8.50% | 6.44% |
| 2010 | 1.10% | -7.19% | 11.81% | 3.54% |
| 2009 | -8.53% | 13.16% | 12.34% | 3.66% |
| 2008 | -6.97% | -1.02% | -11.57% | -14.17% |
| 2007 | 2.60% | 5.26% | 3.28% | -0.84% |
| 2006 | 4.87% | 1.68% | 5.83% | 8.09% |
| 2005 | -1.70% | 2.26% | 2.97% | 1.26% |
| 2004 | 2.47% | -0.10% | 3.99% | 10.15% |
| 2003 | -2.15% | 10.49% | 2.35% | 9.80% |
| 2002 | 0.60% | -8.66% | 5.09% | -- |
Rank in Category (By Total Return)
| YTD | 20 |
| 1-Month | 22 |
| 3-Month | 14 |
| 1-Year | 20 |
| 3-Year | 12 |
| 5-Year | 23 |
Load Adjusted Returns
| 1-Year | 19.83% |
| 3-Year | 3.88% |
| 5-Year | 6.08% |
| 10-Year | 5.17% |
Performance & Risk
| YTD Return | 12.54% |
| 5y Average Return | 6.86% |
| Rank in Category (ytd) | 20 |
| % Rank in Category (ytd) | -- |
| Beta (5Y Monthly) | 0.93 |
| Morningstar Risk Rating |
Fund Overview
| Category | World Allocation |
| Fund Family | American Funds |
| Net Assets | 108.21B |
| YTD Return | 11.46% |
| Yield | 3.10% |
| Morningstar Rating | |
| Inception Date | Jan 27, 2017 |
Fund Summary
The fund normally will invest at least 90% of its assets in income-producing securities (with at least 50% of its assets in common stocks and other equity securities). It invests primarily in a broad range of income-producing securities, including common stocks and bonds. In seeking to provide the investors with a level of current income that exceeds the average yield on U.S. stocks, the fund generally looks to the average yield on stocks of companies listed on the S&P 500 Index.
Related Tickers
MWFLX TCW MetWest Floating Rate Inc I
47.44
+400.42%
TGHYX TCW High Yield Bond I
30.69
+399.84%
COAGX Gator Capital L/S Fd
51.20
+8.29%
UMPIX ProFunds UltraMid Cap Fund
75.56
+8.27%
UMPSX ProFunds UltraMid Cap Fund
58.00
+8.25%
BPTRX Baron Partners Retail
172.60
+7.95%
BPTUX Baron Partners R6
180.07
+7.95%
BPTIX Baron Partners Institutional
180.10
+7.95%
TARKX Tarkio
33.65
+7.85%
SNWAX Easterly Snow Small Cap Value A
65.65
+7.84%
SNWCX Easterly Snow Small Cap Value C
58.85
+7.82%
SNWRX Easterly Snow Capital Small Cap Value Fund
67.88
+7.81%
SNWIX Easterly Snow Small Cap Value I
67.88
+7.81%
FIDSX Fidelity Select Financials Port
16.18
+7.72%
FFSIX Fidelity Advisor Financials I
39.22
+7.72%
FAFCX Fidelity Advisor Financials C
34.91
+7.71%
FAFDX Fidelity Advisor Financials A
37.79
+7.69%
FIKBX Fidelity Advisor Financials Z
39.19
+7.69%
FAFSX Fidelity Advisor Financials M
37.24
+7.69%
MMEAX Victory Integrity Discovery A
46.63
+7.67%
MMEYX Victory Integrity Discovery Y
53.01
+7.66%
MMECX Victory Integrity Discovery C
28.16
+7.65%
MMMMX Victory Integrity Discovery Member
46.78
+7.64%
RYCVX Rydex Dow 2x Strategy H
184.01
+7.13%
RYLDX Rydex Dow 2x Strategy A
184.77
+7.13%
RYCYX Rydex Dow 2x Strategy C
153.71
+7.13%
PZISX Pzena Small Cap Value Institutional
16.08
+7.06%
BRSVX Bridgeway Small-Cap Value
43.69
+7.06%
PZVSX Pzena Small Cap Value Investor
15.91
+6.99%
SCVJX Allspring Small Company Value R6
43.77
+6.99%
SCVIX Allspring Small Company Value Admin
43.16
+6.99%
SCVFX Allspring Small Company Value C
35.86
+6.98%
SCVAX Allspring Small Company Value A
42.01
+6.98%
SCVNX Allspring Small Company Value Inst
43.46
+6.97%
QSMLX AQR Small Cap Multi-Style I
20.71
+6.86%
QSMNX AQR Small Cap Multi-Style N
20.66
+6.83%
QSERX AQR Small Cap Multi-Style R6
20.75
+6.79%
AXVIX Acclivity Small Cap Value I
21.01
+6.76%
AXVNX Acclivity Small Cap Value N
21.24
+6.73%
PRISX T. Rowe Price Financial Services
47.51
+6.64%
TFIFX T. Rowe Price Financial Services I
47.42
+6.63%
ASEFX Nuveen Small Cap Select R6
16.42
+6.49%
LMVOX Lord Abbett Focused Small Cap Value F3
33.56
+6.47%
LMVYX Lord Abbett Focused Small Cap Value I
33.45
+6.46%
LFSFX Lord Abbett Focused Small Cap Value F
33.64
+6.46%
WWSAX TETON Westwood SmallCap Equity A
27.71
+6.45%
ARSTX Nuveen Small Cap Select I
16.33
+6.45%
WWSCX TETON Westwood SmallCap Equity C
22.27
+6.45%
WWSIX TETON Westwood SmallCap Equity I
31.03
+6.45%
LFVAX Lord Abbett Focused Small Cap Value A
30.57
+6.44%
WESCX TETON Westwood SmallCap Equity AAA
29.59
+6.44%
LFVCX Lord Abbett Focused Small Cap Value C
32.07
+6.44%
LMVWX Lord Abbett Focused Small Cap Value R6
33.56
+6.44%
LMVVX Lord Abbett Focused Small Cap Value R5
33.45
+6.43%
KINAX Kinetics Internet Adv A
89.87
+6.36%
WWWFX Kinetics Internet No Load
99.59
+6.35%
KINCX Kinetics Internet Adv C
73.32
+6.35%
BOSOX Boston Trust Walden Small Cap
20.57
+6.30%
ICSCX William Blair Small Cap Value I
32.66
+6.28%
WBVRX William Blair Small Cap Value R6
32.68
+6.28%
FCVCX Fidelity Advisor Small Cap Value C
17.47
+6.27%
WBVNX William Blair Small Cap Value N
32.63
+6.25%
FCVAX Fidelity Advisor Small Cap Value A
21.27
+6.24%
FCVIX Fidelity Advisor Small Cap Value I
22.06
+6.21%
FCPVX Fidelity Small Cap Value Fund
22.06
+6.21%
FIKNX Fidelity Advisor Small Cap Value Z
22.08
+6.20%
FCVTX Fidelity Advisor Small Cap Value M
20.26
+6.18%
KNPYX Kinetics Paradigm Instl
157.71
+6.17%
KNPAX Kinetics Paradigm Adv A
147.60
+6.16%
WWNPX Kinetics Paradigm No Load
155.39
+6.16%
KNPCX Kinetics Paradigm Adv C
131.67
+6.16%
VTMSX Vanguard Tax-Managed Small Cap Adm
101.06
+6.11%
VTSIX Vanguard Tax-Managed Small Cap I
101.29
+6.11%
ADKSX Adirondack Small Cap
31.30
+6.10%
FSLBX Fidelity Select Brokerage & Inv Mgmt
184.91
+6.06%
NSCRX Nuveen Small-Cap Value Opportunities Fund
67.24
+5.97%
NSCFX Nuveen Small-Cap Value Opportunities Fund
68.35
+5.97%
NSCAX Nuveen Small-Cap Value Opportunities Fund
64.11
+5.97%
NSCCX Nuveen Small-Cap Value Opportunities Fund
52.89
+5.95%
NEJYX Natixis Vaughan Nelson Small Cap Value Y
22.75
+5.91%
VSCNX Natixis Vaughan Nelson Small Cap Value N
22.79
+5.90%
UBVFX Undiscovered Managers Behavioral Value Fund Class R6
93.41
+5.90%
ASMOX AQR Small Cap Momentum Style I
24.80
+5.89%
UBVTX Undiscovered Managers Behavioral Value Fund
88.60
+5.89%
ASMNX AQR Small Cap Momentum Style N
24.81
+5.89%
UBVUX Undiscovered Managers Behavioral Value Fund
92.23
+5.89%
UBVLX Undiscovered Managers Behavioral Value Fund
93.14
+5.89%
UBVAX Undiscovered Managers Behavioral Value Fund
89.79
+5.88%
UBVVX Undiscovered Managers Behavioral Value Fund
93.03
+5.88%
UBVCX Undiscovered Managers Behavioral Value Fund Class C
82.64
+5.88%
QSMRX AQR Small Cap Momentum Style R6
24.68
+5.88%
UBVRX Undiscovered Managers Behavioral Value Fund Class R2
88.30
+5.88%
UBVSX Undiscovered Managers Behavioral Value Fund Class I
92.63
+5.87%
NEFJX Natixis Vaughan Nelson Small Cap Value A
21.31
+5.86%
KMKCX Kinetics Market Opportunities Adv C
75.87
+5.85%
KMKYX Kinetics Market Opportunities Inst
83.30
+5.84%
KMKNX Kinetics Market Opportunities No Load
81.82
+5.83%
KMKAX Kinetics Market Opportunities Adv A
80.26
+5.83%
GTCSX Glenmede Small Cap Equity Adv
36.41
+5.78%
WDSAX Allspring Disciplined Small Cap A
15.01
+5.78%