- CUSIP
- 140193400
- Issuer
- American Funds
- Inception Date
- Jul 30, 1987
- Category
- Global Allocation
- Index Tracked
- No Index (Active)
- Distribution Policy
- Distributing
- Asset Class
- Multi-Asset
Share Price Chart
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Performance
CIBFX Performance Chart
American Funds Capital Income Builder Fund Class F-1 (CIBFX) is up 7.4% since the beginning of the year. CIBFX is currently trading at $82 per share. Investors who bought $1,000 worth of CIBFX shares 5 years ago would now be looking at an investment worth $1,521.
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Returns By Period
American Funds Capital Income Builder Fund Class F-1 (CIBFX) has returned 7.39% so far this year and 17.69% over the past 12 months. Over the last ten years, CIBFX has returned 7.83% per year, falling short of the S&P 500 Index benchmark, which averaged 13.88% annually.
American Funds Capital Income Builder Fund Class F-1
- 1D
- 0.00%
- 1M
- 0.06%
- YTD
- 7.39%
- 6M
- 7.68%
- 1Y
- 17.69%
- 3Y*
- 14.25%
- 5Y*
- 8.75%
- 10Y*
- 7.83%
Benchmark (S&P 500 Index)
- 1D
- -0.37%
- 1M
- -0.01%
- YTD
- 9.16%
- 6M
- 8.64%
- 1Y
- 25.22%
- 3Y*
- 19.78%
- 5Y*
- 11.99%
- 10Y*
- 13.88%
CIBFX Monthly Returns History
Based on dividend-adjusted daily data since Mar 15, 2001, CIBFX's average daily return is +0.03%, while the average monthly return is +0.64%. At this rate, an investment would double in approximately 9.1 years.
Historically, 64% of months were positive and 36% were negative. The best month was Nov 2020 with a return of +9.4%, while the worst month was Oct 2008 at -14.7%. The longest winning streak lasted 14 consecutive months, and the longest losing streak was 6 months.
On a daily basis, CIBFX closed higher 54% of trading days. The best single day was Jun 19, 2009 with a return of +8.8%, while the worst single day was Mar 16, 2020 at -7.6%.
| Jan | Feb | Mar | Apr | May | Jun | Jul | Aug | Sep | Oct | Nov | Dec | Total | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| 2026 | 3.21% | 3.50% | -4.86% | 4.52% | 1.23% | -0.13% | 7.39% | ||||||
| 2025 | 2.93% | 2.61% | -0.51% | 0.35% | 3.28% | 2.96% | -0.07% | 2.61% | 1.52% | 0.03% | 2.67% | 0.36% | 20.29% |
| 2024 | -0.36% | 1.20% | 2.87% | -2.87% | 2.97% | 0.62% | 4.15% | 3.10% | 1.24% | -1.79% | 1.24% | -2.35% | 10.16% |
| 2023 | 3.83% | -3.12% | 1.45% | 1.85% | -3.57% | 3.30% | 2.05% | -2.50% | -3.27% | -1.89% | 6.21% | 4.87% | 8.90% |
| 2022 | -0.71% | -1.79% | 0.67% | -4.06% | 2.27% | -6.30% | 2.73% | -2.86% | -7.40% | 5.35% | 7.24% | -1.51% | -7.21% |
| 2021 | -0.68% | 2.13% | 3.48% | 2.62% | 2.25% | -0.36% | 0.19% | 1.29% | -3.14% | 3.44% | -2.36% | 5.52% | 14.95% |
Benchmark Metrics
American Funds Capital Income Builder Fund Class F-1 has an annualized alpha of 3.11%, beta of 0.52, and R2 of 0.75 versus S&P 500 Index. Calculated based on daily prices since March 15, 2001.
- This fund participates in less of S&P 500 Index's moves in both directions, but captures a larger share of gains (62.93%) than losses (59.46%) - typical of diversified or defensive assets.
- This fund generated an annualized alpha of 3.11% versus S&P 500 Index - delivering returns beyond what market exposure alone would predict.
- Beta of 0.52 indicates this fund moves significantly less than S&P 500 Index - a genuinely defensive profile with reduced participation in both market rallies and downturns.
- Alpha
- 3.11%
- Beta
- 0.52
- R²
- 0.75
- Upside Capture
- 62.93%
- Downside Capture
- 59.46%
Expense Ratio
CIBFX has an expense ratio of 0.64%, placing it in the medium range.
Return for Risk
Risk / Return Rank
CIBFX ranks 60 for risk / return — on par with similar mutual funds. You're getting a typical balance of risk and reward. Not a standout, but not a red flag either — a reasonable choice if other factors align with your goals.
Return / Risk — by metrics
The table below present risk-adjusted performance metrics for American Funds Capital Income Builder Fund Class F-1 (CIBFX) and compare them to S&P 500 Index.
Values are calculated on a 1-year rolling basis and updated daily. Risk-adjusted metrics are more stable over longer periods — use the period switch above to explore them.
| CIBFX | Benchmark | Difference | |
|---|---|---|---|
| Sharpe ratioReturn per unit of total volatility | +0.10 | ||
| Sortino ratioReturn per unit of downside risk | +0.27 | ||
| Omega ratioGain probability vs. loss probability | 1.40 | 1.37 | +0.03 |
| Calmar ratioReturn relative to maximum drawdown | 2.71 | 2.78 | -0.08 |
| Martin ratioReturn relative to average drawdown | 10.72 | 12.44 | -1.72 |
Dividends
Dividend History
American Funds Capital Income Builder Fund Class F-1 provided a 7.24% dividend yield over the last twelve months, with an annual payout of $5.91 per share. The fund has been increasing its distributions for 3 consecutive years.
| Period | TTM | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Dividend | $5.91 | $5.88 | $3.92 | $2.26 | $2.12 | $2.16 | $2.10 | $2.56 | $2.09 | $2.74 | $1.99 | $1.99 |
Dividend yield | 7.24% | 7.65% | 5.69% | 3.41% | 3.37% | 3.08% | 3.34% | 4.04% | 3.72% | 4.37% | 3.46% | 3.56% |
Monthly Dividends
The table displays the monthly dividend distributions for American Funds Capital Income Builder Fund Class F-1. The dividends shown in the table have been adjusted to account for any splits that may have occurred.
| Jan | Feb | Mar | Apr | May | Jun | Jul | Aug | Sep | Oct | Nov | Dec | Total | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| 2026 | $0.00 | $0.00 | $0.47 | $0.00 | $0.00 | $0.46 | $0.93 | ||||||
| 2025 | $0.00 | $0.00 | $0.45 | $0.00 | $0.00 | $0.45 | $0.00 | $0.00 | $0.45 | $0.00 | $0.00 | $4.53 | $5.88 |
| 2024 | $0.00 | $0.00 | $0.44 | $0.00 | $0.00 | $0.44 | $0.00 | $0.00 | $0.44 | $0.00 | $0.00 | $2.61 | $3.92 |
| 2023 | $0.00 | $0.00 | $0.43 | $0.00 | $0.00 | $0.42 | $0.00 | $0.00 | $0.43 | $0.00 | $0.00 | $0.98 | $2.26 |
| 2022 | $0.00 | $0.00 | $0.41 | $0.00 | $0.00 | $0.41 | $0.00 | $0.00 | $0.41 | $0.00 | $0.00 | $0.89 | $2.12 |
| 2021 | $0.00 | $0.00 | $0.39 | $0.00 | $0.00 | $0.39 | $0.00 | $0.00 | $0.39 | $0.00 | $0.00 | $0.99 | $2.16 |
Drawdowns
Drawdowns Chart
The Drawdowns chart displays portfolio losses from any high point along the way. Drawdowns are calculated considering price movements and all distributions paid, if any.
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Worst Drawdowns
The table below displays the maximum drawdowns of the American Funds Capital Income Builder Fund Class F-1. A maximum drawdown is a measure of risk, indicating the largest reduction in portfolio value due to a series of losing trades.
The maximum drawdown for the American Funds Capital Income Builder Fund Class F-1 was 43.26%, occurring on Mar 9, 2009. Recovery took 538 trading sessions.
The current American Funds Capital Income Builder Fund Class F-1 drawdown is 0.73%.
Related event | Drawdown | Fall | Recovery | Underwater |
|---|---|---|---|---|
Financial crisis2007–2009 | -43.26%Mar 2009 | 1y 4mo | 2y 1mo | 3y 5moNov 2007 - Apr 2011 |
COVID crash2020 | -25.28%Mar 2020 | 1mo 9d | 8mo 14d | 9mo 23dFeb 2020 - Dec 2020 |
Bear market2022 | -17.68%Oct 2022 | 9mo 2d | 1y 2mo | 1y 11moJan 2022 - Dec 2023 |
Dot-com crash2000–2002 | -14.32%Oct 2002 | 4mo 18d | 7mo 26d | 1y 9dMay 2002 - Jun 2003 |
Rate-hike selloffLate 2018 | -13.29%Dec 2018 | 10mo 29d | 9mo 28d | 1y 8moJan 2018 - Oct 2019 |
Drawdown Indicators
| CIBFX | Benchmark | Difference | |
|---|---|---|---|
Max DrawdownLargest peak-to-trough decline | -43.26% | -56.78% | +13.52% |
Max Drawdown (1Y)Largest decline over 1 year | -6.49% | -9.10% | +2.61% |
Max Drawdown (3Y)Largest decline over 3 years | -8.89% | -18.90% | +10.01% |
Max Drawdown (5Y)Largest decline over 5 years | -17.68% | -25.43% | +7.75% |
Max Drawdown (10Y)Largest decline over 10 years | -25.28% | -33.92% | +8.64% |
Current DrawdownCurrent decline from peak | -0.73% | -1.80% | +1.07% |
Average DrawdownAverage peak-to-trough decline | -4.71% | -10.71% | +6.00% |
Ulcer IndexDepth and duration of drawdowns from previous peaks | 1.64% | 2.03% | -0.39% |
Volatility
Volatility Chart
The chart below shows the rolling one-month volatility.
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