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Capital Income Builder Cl F-1 Shs: (MF: CIBFX)
(NASDAQ Mutual Funds) As of May 2, 2025 08:00 PM ET
$72.90 USD
+0.78 (1.08%)
Zacks MF Rank
1-Strong Buy of 5 1
Latest Performance as of Mar 31, 2025
| Total Return %* | Percentile Rank Objective | |
|---|---|---|
| YTD | 5.08 | 7 |
| 3 months | 5.08 | 7 |
| 6 months | 2.04 | 19 |
| 1 Year | 11.62 | 6 |
| 3 Year | 5.77 | 49 |
| 5 Year | 10.08 | 86 |
| 10 Year | 5.75 | 81 |
* Annual for three years and beyond.
| Bull Market (9/02 - 10/07) | 109.11 |
| Bear Market (10/07 - 2/09) | -41.41 |
| Bull Market (2/09 - 3/21) | 258.79 |
Load Adjusted Returns as of Mar 31, 2025
| 1 Year | 11.62 |
| 5 Year | 10.07 |
| 10 Year | 5.75 |
| Since Inception | 8.36 |
Quarterly Return
| 1st Qtr. | 2nd Qtr. | 3rd Qtr. | 4th Qtr. | |
|---|---|---|---|---|
| 2025 | 5.08 | NA | NA | NA |
| 2024 | 3.72 | 0.63 | 8.70 | -2.89 |
| 2023 | 2.04 | 1.45 | -3.75 | 9.29 |
| 2022 | -1.84 | -8.04 | -7.59 | 10.44 |
| 2021 | 4.95 | 4.55 | -1.71 | 5.66 |
| 2020 | -15.48 | 9.35 | 1.99 | 9.49 |
Annual Return
| 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | |
|---|---|---|---|---|---|---|---|---|---|---|---|
| % Total Return | 5.08 | 10.17 | 8.90 | -7.88 | 13.94 | 3.21 | 17.30 | -7.08 | 14.13 | 6.82 | -3.03 |
| % Total Return Rel to Index | 9.34 | -14.84 | -17.34 | 10.31 | -14.73 | -15.19 | -14.18 | -2.69 | -7.66 | -5.11 | -4.42 |
| % Total Return Rel to Peer | 2.96 | -1.46 | -0.47 | -0.91 | -7.05 | -1.94 | -4.68 | -0.06 | 0.01 | -4.53 | 0.45 |
| % Perf Quintile vs Peer* | 0.00 | 0.00 | 3.00 | 4.00 | 5.00 | 4.00 | 5.00 | 3.00 | 3.00 | 5.00 | 3.00 |
| % Dividends | 0.45 | 2.26 | 2.18 | 1.64 | 1.55 | 2.10 | 2.04 | 2.09 | 2.09 | 1.99 | 1.96 |
| % Yield | 0.59 | 3.03 | 3.15 | 2.46 | 2.09 | 3.15 | 3.02 | 3.51 | 3.11 | 3.26 | 3.32 |
| Capital Gains ($) | 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 | 0.66 | 0.66 | 0.64 | 0.65 | 0.65 | 0.66 | 0.66 | 0.67 | 0.67 | 0.65 |
* 1 = Top 20%, 5 = Bottom 20%