AABTX vs. CAIBX
Compare and contrast key facts about American Funds 2015 Target Date Retirement Fund (AABTX) and American Funds Capital Income Builder Class A (CAIBX).
AABTX is managed by American Funds. It was launched on Jan 31, 2007. CAIBX is managed by American Funds. It was launched on Jul 30, 1987.
Performance
AABTX vs. CAIBX - Performance Comparison
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AABTX vs. CAIBX - Yearly Performance Comparison
| 2026 (YTD) | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | |
|---|---|---|---|---|---|---|---|---|---|---|
AABTX American Funds 2015 Target Date Retirement Fund | -0.16% | 13.11% | 8.07% | 9.23% | -10.56% | 9.95% | 9.63% | 14.47% | -2.98% | 10.84% |
CAIBX American Funds Capital Income Builder Class A | 1.65% | 20.39% | 10.24% | 8.95% | -7.14% | 14.99% | 3.20% | 17.23% | -7.28% | 13.99% |
Returns By Period
In the year-to-date period, AABTX achieves a -0.16% return, which is significantly lower than CAIBX's 1.65% return. Over the past 10 years, AABTX has underperformed CAIBX with an annualized return of 6.32%, while CAIBX has yielded a comparatively higher 7.54% annualized return.
AABTX
- 1D
- 1.02%
- 1M
- -3.17%
- YTD
- -0.16%
- 6M
- 1.47%
- 1Y
- 9.96%
- 3Y*
- 9.07%
- 5Y*
- 4.96%
- 10Y*
- 6.32%
CAIBX
- 1D
- 1.50%
- 1M
- -4.13%
- YTD
- 1.65%
- 6M
- 4.25%
- 1Y
- 16.20%
- 3Y*
- 12.93%
- 5Y*
- 8.22%
- 10Y*
- 7.54%
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AABTX vs. CAIBX - Expense Ratio Comparison
AABTX has a 0.33% expense ratio, which is lower than CAIBX's 0.59% expense ratio.
Return for Risk
AABTX vs. CAIBX — Risk / Return Rank
AABTX
CAIBX
AABTX vs. CAIBX - Risk-Adjusted Trends Comparison
This table presents a comparison of risk-adjusted performance metrics for American Funds 2015 Target Date Retirement Fund (AABTX) and American Funds Capital Income Builder Class A (CAIBX). Risk-adjusted metrics are performance indicators that assess an investment's returns in relation to its risk, enabling a more accurate comparison of different investment options.
| AABTX | CAIBX | Difference | |
|---|---|---|---|
Sharpe ratioReturn per unit of total volatility | 1.59 | 1.62 | -0.03 |
Sortino ratioReturn per unit of downside risk | 2.19 | 2.20 | -0.01 |
Omega ratioGain probability vs. loss probability | 1.33 | 1.33 | 0.00 |
Calmar ratioReturn relative to maximum drawdown | 2.20 | 2.01 | +0.19 |
Martin ratioReturn relative to average drawdown | 8.77 | 9.18 | -0.42 |
Data is calculated on a 1-year rolling basis and updated daily. The trend shows the change in the indicator over the past month. | |||
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Sharpe Ratios by Period
| AABTX | CAIBX | Difference | |
|---|---|---|---|
Sharpe Ratio (1Y)Calculated over the trailing 1-year period | 1.59 | 1.62 | -0.03 |
Sharpe Ratio (5Y)Calculated over the trailing 5-year period | 0.72 | 0.83 | -0.11 |
Sharpe Ratio (10Y)Calculated over the trailing 10-year period | 0.87 | 0.70 | +0.18 |
Sharpe Ratio (All Time)Calculated using the full available price history | 0.52 | 0.91 | -0.39 |
Correlation
The correlation between AABTX and CAIBX is 0.95, which is considered to be high. That indicates a strong positive relationship between their price movements. Having highly-correlated positions in a portfolio may signal a lack of diversification, potentially leading to increased risk during market downturns.
Dividends
AABTX vs. CAIBX - Dividend Comparison
AABTX's dividend yield for the trailing twelve months is around 7.58%, which matches CAIBX's 7.65% yield.
| TTM | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
AABTX American Funds 2015 Target Date Retirement Fund | 7.58% | 7.57% | 5.27% | 3.52% | 3.72% | 4.95% | 4.07% | 4.05% | 4.28% | 2.71% | 3.02% | 5.56% |
CAIBX American Funds Capital Income Builder Class A | 7.65% | 7.71% | 5.76% | 3.47% | 3.43% | 3.14% | 3.38% | 4.10% | 3.55% | 4.44% | 3.52% | 3.62% |
Drawdowns
AABTX vs. CAIBX - Drawdown Comparison
The maximum AABTX drawdown since its inception was -42.44%, roughly equal to the maximum CAIBX drawdown of -43.68%. Use the drawdown chart below to compare losses from any high point for AABTX and CAIBX.
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Drawdown Indicators
| AABTX | CAIBX | Difference | |
|---|---|---|---|
Max DrawdownLargest peak-to-trough decline | -42.44% | -43.68% | +1.24% |
Max Drawdown (1Y)Largest decline over 1 year | -4.78% | -8.37% | +3.59% |
Max Drawdown (5Y)Largest decline over 5 years | -16.21% | -17.65% | +1.44% |
Max Drawdown (10Y)Largest decline over 10 years | -16.58% | -25.28% | +8.70% |
Current DrawdownCurrent decline from peak | -3.53% | -4.85% | +1.32% |
Average DrawdownAverage peak-to-trough decline | -4.79% | -3.82% | -0.97% |
Ulcer IndexDepth and duration of drawdowns from previous peaks | 1.20% | 1.83% | -0.63% |
Volatility
AABTX vs. CAIBX - Volatility Comparison
The current volatility for American Funds 2015 Target Date Retirement Fund (AABTX) is 2.49%, while American Funds Capital Income Builder Class A (CAIBX) has a volatility of 3.72%. This indicates that AABTX experiences smaller price fluctuations and is considered to be less risky than CAIBX based on this measure. The chart below showcases a comparison of their rolling one-month volatility.
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Volatility by Period
| AABTX | CAIBX | Difference | |
|---|---|---|---|
Volatility (1M)Calculated over the trailing 1-month period | 2.49% | 3.72% | -1.23% |
Volatility (6M)Calculated over the trailing 6-month period | 3.88% | 6.12% | -2.24% |
Volatility (1Y)Calculated over the trailing 1-year period | 6.46% | 10.19% | -3.73% |
Volatility (5Y)Calculated over the trailing 5-year period, annualized | 6.92% | 9.95% | -3.03% |
Volatility (10Y)Calculated over the trailing 10-year period, annualized | 7.25% | 10.87% | -3.62% |