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American Funds Capital Income Bldr 529F (CIRFX)

Nasdaq - Nasdaq Delayed price. Currency in USD
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68.90+0.24 (+0.35%)
At close: 08:00PM EDT

Performance overview

Morningstar return ratingN/A1
Year-to-date return5.58%
5-year average return6.18%
Number of years up17
Number of years down4
Best 1-yr total return (4 Jul 2024)20.81%
Worst 1-yr total return (4 Jul 2024)N/A
Best 3-yr total return20.81%
Worst 3-yr total return3.48%

Trailing returns (%) vs. Benchmarks

Time periods longer than one year are annualised.
ReturnCIRFXCategory
YTD4.48%8.60%
1-month0.62%0.11%
3-month0.68%4.82%
1-year9.99%25.33%
3-year3.58%8.02%
5-year6.12%8.06%
10-year5.08%6.03%
Last bull market15.63%13.54%
Last bear market-8.02%-13.20%

Annual total return (%) history

Year
CIRFXCategory
2024
N/AN/A
2023
9.09%N/A
2022
-7.00%N/A
2021
15.15%N/A
2020
3.47%6.18%
2019
17.59%16.10%
2018
-6.88%-8.26%
2017
14.40%14.79%
2016
7.06%6.04%
2015
-2.80%-4.15%
2014
6.75%1.54%
2013
15.05%10.07%
2012
11.96%10.74%
2011
2.98%-3.99%
2010
8.83%10.58%
2009
20.81%24.37%
2008
-29.96%-28.98%
2007
10.81%11.39%
2006
22.19%16.61%
2005
4.91%6.56%
2004
17.15%15.24%
2003
21.33%25.32%
2002
N/A-2.16%

Past quarterly returns (%)

YearQ1Q2Q3Q4
20243.77%0.68%N/AN/A
20232.09%1.50%-3.69%9.32%
2022-1.78%-8.02%-7.54%11.34%
20215.00%4.61%-1.68%6.63%
2020-15.42%9.42%2.04%9.58%
20198.24%1.97%1.00%5.49%
2018-2.83%-0.12%1.63%-5.60%
20174.72%3.31%3.21%2.46%
20163.93%3.14%1.14%-1.25%
20150.67%-0.49%-5.41%2.58%
20141.98%4.97%-1.60%1.34%
20135.43%-0.28%4.08%5.13%
20125.33%0.61%4.31%1.27%
20113.29%2.26%-8.43%6.47%
20101.13%-7.15%11.87%3.59%
2009-8.48%13.22%12.40%3.74%
2008-6.92%-0.97%-11.52%-14.12%
20072.65%5.31%3.33%-0.80%
20064.91%1.72%5.87%8.14%
2005-1.71%2.27%3.02%1.30%
20042.45%-0.12%3.96%10.13%
2003-2.17%10.44%2.31%9.76%
20025.07%N/AN/AN/A

Rank in category (by total return)

YTD50
1-month43
3-month46
1-year53
3-year23
5-year29

Load adjusted returns

1-year9.99%
3-year3.58%
5-year6.12%
10-year5.08%