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Capital Income Builder Cl A Shs: (MF: CAIBX)
(NASDAQ Mutual Funds) As of May 9, 2025 08:00 PM ET
$72.62 USD
+0.12 (0.17%)
Zacks MF Rank
1-Strong Buy of 5 1
Latest Performance as of Mar 31, 2025
| Total Return %* | Percentile Rank Objective | |
|---|---|---|
| YTD | 5.09 | 6 |
| 3 months | 5.09 | 6 |
| 6 months | 2.07 | 18 |
| 1 Year | 11.70 | 5 |
| 3 Year | 5.83 | 47 |
| 5 Year | 10.14 | 85 |
| 10 Year | 5.81 | 79 |
* Annual for three years and beyond.
| Bull Market (9/02 - 10/07) | 116.00 |
| Bear Market (10/07 - 2/09) | -40.71 |
| Bull Market (2/09 - 3/21) | 261.91 |
Load Adjusted Returns as of Mar 31, 2025
| 1 Year | 3.51 |
| 5 Year | 8.91 |
| 10 Year | 5.23 |
| Since Inception | 8.33 |
Quarterly Return
| 1st Qtr. | 2nd Qtr. | 3rd Qtr. | 4th Qtr. | |
|---|---|---|---|---|
| 2025 | 5.09 | NA | NA | NA |
| 2024 | 3.73 | 0.64 | 8.72 | -2.87 |
| 2023 | 2.04 | 1.47 | -3.72 | 9.29 |
| 2022 | -1.81 | -8.04 | -7.56 | 10.45 |
| 2021 | 4.95 | 4.58 | -1.71 | 5.66 |
| 2020 | -15.47 | 9.36 | 2.00 | 9.52 |
Annual Return
| 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | |
|---|---|---|---|---|---|---|---|---|---|---|---|
| % Total Return | 5.09 | 10.25 | 8.95 | -7.82 | 13.99 | 3.27 | 17.38 | -7.03 | 14.23 | 6.89 | -2.95 |
| % Total Return Rel to Index | 9.36 | -14.77 | -17.29 | 10.38 | -14.69 | -15.13 | -14.11 | -2.64 | -7.55 | -5.04 | -4.34 |
| % Total Return Rel to Peer | 2.98 | -1.39 | -0.42 | -0.84 | -7.01 | -1.88 | -4.60 | -0.01 | 0.12 | -4.46 | 0.53 |
| % Perf Quintile vs Peer* | 0.00 | 0.00 | 3.00 | 3.00 | 5.00 | 4.00 | 5.00 | 3.00 | 3.00 | 5.00 | 3.00 |
| % Dividends | 0.46 | 2.31 | 2.22 | 1.68 | 1.60 | 2.13 | 2.08 | 2.14 | 2.14 | 2.03 | 2.00 |
| % Yield | 0.60 | 3.08 | 3.23 | 2.51 | 2.14 | 3.18 | 3.07 | 3.58 | 3.18 | 3.31 | 3.37 |
| Capital Gains ($) | 0.00 | 1.65 | 0.07 | 0.00 | 0.00 | 0.00 | 0.59 | 0.00 | 0.79 | 0.00 | 0.00 |
| Expense Ratio | 0.00 | 0.59 | 0.60 | 0.59 | 0.59 | 0.61 | 0.60 | 0.58 | 0.59 | 0.60 | 0.59 |
* 1 = Top 20%, 5 = Bottom 20%