Capital Income Builder Cl C Shs: (MF: CIBCX)
(NASDAQ Mutual Funds) As of Oct 24, 2025 05:19 PM ET
$80.12 USD
+0.27 (0.34%)
Latest Performance as of Sep 30, 2025
| Total Return %* | Percentile Rank Objective | |
|---|---|---|
| YTD | 16.14 | 5 |
| 3 months | 3.92 | 59 |
| 6 months | 10.70 | 31 |
| 1 Year | 12.58 | 17 |
| 3 Year | 14.86 | 46 |
| 5 Year | 9.24 | 82 |
| 10 Year | 6.78 | 84 |
* Annual for three years and beyond.
| Bull Market (9/02 - 10/07) | 103.70 |
| Bear Market (10/07 - 2/09) | -42.73 |
| Bull Market (2/09 - 3/21) | 260.83 |
Load Adjusted Returns as of Sep 30, 2025
| 1 Year | 11.45 |
| 5 Year | 9.23 |
| 10 Year | 6.78 |
| Since Inception | 5.98 |
Quarterly Return
| 1st Qtr. | 2nd Qtr. | 3rd Qtr. | 4th Qtr. | |
|---|---|---|---|---|
| 2025 | 4.91 | 6.52 | 3.92 | NA |
| 2024 | 3.54 | 0.46 | 8.52 | -3.06 |
| 2023 | 1.87 | 1.27 | -3.91 | 9.08 |
| 2022 | -2.00 | -8.21 | -7.74 | 10.24 |
| 2021 | 4.76 | 4.38 | -1.89 | 5.47 |
| 2020 | -15.62 | 9.16 | 1.79 | 9.31 |
Annual Return
| 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | |
|---|---|---|---|---|---|---|---|---|---|---|---|
| % Total Return | 16.14 | 9.43 | 8.13 | -8.51 | 13.16 | 2.49 | 16.50 | -7.75 | 13.31 | 6.07 | -3.74 |
| % Total Return Rel to Index | 1.30 | -15.58 | -18.11 | 9.69 | -15.52 | -15.90 | -14.98 | -3.36 | -8.47 | -5.86 | -5.13 |
| % Total Return Rel to Peer | 5.13 | -2.20 | -1.24 | -1.54 | -7.83 | -2.66 | -5.48 | -0.73 | -0.79 | -5.28 | -0.26 |
| % Perf Quintile vs Peer* | 0.00 | 0.00 | 3.00 | 4.00 | 5.00 | 4.00 | 5.00 | 4.00 | 3.00 | 5.00 | 4.00 |
| % Dividends | 0.97 | 1.77 | 1.73 | 1.18 | 1.08 | 1.67 | 1.61 | 1.64 | 1.63 | 1.56 | 1.52 |
| % Yield | 1.15 | 2.36 | 2.48 | 1.76 | 1.45 | 2.50 | 2.37 | 2.75 | 2.43 | 2.56 | 2.57 |
| Capital Gains ($) | 0.00 | 1.65 | 0.07 | 0.00 | 0.00 | 0.00 | 0.59 | 0.00 | 0.79 | 0.00 | 0.00 |
| Expense Ratio | 1.33 | 1.34 | 1.35 | 1.33 | 1.34 | 1.35 | 1.36 | 1.37 | 1.39 | 1.40 | 1.38 |
* 1 = Top 20%, 5 = Bottom 20%
