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Capital Income Builder Cl A Shs: (MF: CAIBX)

(NASDAQ Mutual Funds) As of Sep 18, 2024 08:00 PM ET

$72.70 USD

-0.29 (-0.40%)

Zacks MF Rank

This is our Mutual Fund rating system that serves as a timeliness indicator for Mutual Fund's over the next 6 months:

Zacks Rank Definition
1 Strong Buy
2 Buy
3 Hold
4 Sell
5 Strong Sell

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5-Strong Sell of 5         5

View All Zacks Mutual Fund Rank #1's

Latest Performance as of Aug 31, 2024

Total Return %* Percentile Rank Objective
YTD 12.12 60
3 months 8.03 11
6 months 11.18 21
1 Year 18.53 50
3 Year 4.84 70
5 Year 7.23 79
10 Year 5.38 81

* Annual for three years and beyond.

Bull Market (9/02 - 10/07) 116.00
Bear Market (10/07 - 2/09) -40.71
Bull Market (2/09 - 3/21) 257.52

Load Adjusted Returns as of Aug 31, 2024

1 Year 3.89
5 Year 4.44
10 Year 4.10
Since Inception 8.25

Quarterly Return

1st Qtr. 2nd Qtr. 3rd Qtr. 4th Qtr.
2024 3.73 0.64 NA NA
2023 2.04 1.47 -3.72 9.29
2022 -1.81 -8.04 -7.56 10.45
2021 4.95 4.58 -1.71 5.66
2020 -15.47 9.36 2.00 9.52
2019 8.19 1.92 0.94 5.43

Annual Return

20242023202220212020201920182017201620152014
% Total Return 12.128.95-7.8213.993.2717.38-7.0314.236.89-2.955.93
% Total Return Rel to Index -7.42-17.2910.38-14.69-15.12-14.11-2.64-7.55-5.04-4.34-7.70
% Total Return Rel to Peer -0.34-0.42-0.84-7.01-1.88-4.60-0.010.12-4.460.53-1.49
% Perf Quintile vs Peer* 0.003.004.005.004.005.003.003.005.003.005.00
% Dividends 0.902.221.681.602.132.082.142.142.032.002.40
% Yield 1.153.202.512.143.183.073.583.183.313.373.79
Capital Gains ($) 0.000.070.000.000.000.590.000.790.000.000.00
Expense Ratio 0.600.600.590.590.610.600.580.590.600.590.62

* 1 = Top 20%, 5 = Bottom 20%