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AMNB vs. CAIBX
Performance
Risk-Adjusted Performance
Dividends
Drawdowns
Volatility

Correlation

The correlation between AMNB and CAIBX is 0.28, which is considered to be low. This implies their price changes are not closely related. A low correlation is generally favorable for portfolio diversification, as it helps to reduce overall risk by spreading it across multiple assets with different performance patterns.


-0.50.00.51.00.3

Performance

AMNB vs. CAIBX - Performance Comparison

The chart below illustrates the hypothetical performance of a $10,000 investment in American National Bankshares Inc. (AMNB) and American Funds Capital Income Builder Class A (CAIBX). The values are adjusted to include any dividend payments, if applicable.

-2.00%0.00%2.00%4.00%6.00%AugustSeptemberOctoberNovemberDecember20250
1.82%
AMNB
CAIBX

Key characteristics

Returns By Period


AMNB

YTD

N/A

1M

N/A

6M

N/A

1Y

N/A

5Y*

N/A

10Y*

N/A

CAIBX

YTD

1.44%

1M

1.79%

6M

1.75%

1Y

9.97%

5Y*

5.35%

10Y*

5.31%

*Annualized

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Risk-Adjusted Performance

AMNB vs. CAIBX — Risk-Adjusted Performance Rank

Compare risk-adjusted metric ranks to identify better-performing investments over the past 12 months.

AMNB
The Risk-Adjusted Performance Rank of AMNB is 8484
Overall Rank
The Sharpe Ratio Rank of AMNB is 8484
Sharpe Ratio Rank
The Sortino Ratio Rank of AMNB is 8484
Sortino Ratio Rank
The Omega Ratio Rank of AMNB is 7979
Omega Ratio Rank
The Calmar Ratio Rank of AMNB is 8989
Calmar Ratio Rank
The Martin Ratio Rank of AMNB is 8585
Martin Ratio Rank

CAIBX
The Risk-Adjusted Performance Rank of CAIBX is 6464
Overall Rank
The Sharpe Ratio Rank of CAIBX is 6161
Sharpe Ratio Rank
The Sortino Ratio Rank of CAIBX is 5858
Sortino Ratio Rank
The Omega Ratio Rank of CAIBX is 6363
Omega Ratio Rank
The Calmar Ratio Rank of CAIBX is 7878
Calmar Ratio Rank
The Martin Ratio Rank of CAIBX is 6161
Martin Ratio Rank
The risk-adjusted ranks indicate the investment's position relative to the market. A rank closer to 100 signifies top-performing investments, while a rank closer to 0 might suggest underperformance, based on the selected ratio. The values are calculated based on the past 12 months of returns.

AMNB vs. CAIBX - Risk-Adjusted Performance Comparison

This table presents a comparison of risk-adjusted performance metrics for American National Bankshares Inc. (AMNB) 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.


Sharpe ratio
The chart of Sharpe ratio for AMNB, currently valued at 0.33, compared to the broader market-2.000.002.004.000.331.30
The chart of Sortino ratio for AMNB, currently valued at 0.59, compared to the broader market-4.00-2.000.002.004.006.000.591.71
The chart of Omega ratio for AMNB, currently valued at 1.16, compared to the broader market0.501.001.502.001.161.25
The chart of Calmar ratio for AMNB, currently valued at 0.37, compared to the broader market0.002.004.006.000.371.62
The chart of Martin ratio for AMNB, currently valued at 2.15, compared to the broader market-10.000.0010.0020.0030.002.155.54
AMNB
CAIBX


Rolling 12-month Sharpe Ratio0.001.002.003.00AugustSeptemberOctoberNovemberDecember2025
0.33
1.30
AMNB
CAIBX

Dividends

AMNB vs. CAIBX - Dividend Comparison

AMNB has not paid dividends to shareholders, while CAIBX's dividend yield for the trailing twelve months is around 3.30%.


TTM20242023202220212020201920182017201620152014
AMNB
American National Bankshares Inc.
0.63%0.63%2.46%3.09%2.89%4.12%2.63%3.41%2.53%2.76%3.63%3.71%
CAIBX
American Funds Capital Income Builder Class A
3.30%3.35%3.36%3.43%3.14%3.38%3.29%3.80%3.41%3.52%6.29%9.30%

Drawdowns

AMNB vs. CAIBX - Drawdown Comparison


-7.00%-6.00%-5.00%-4.00%-3.00%-2.00%-1.00%0.00%AugustSeptemberOctoberNovemberDecember2025
-4.91%
-4.21%
AMNB
CAIBX

Volatility

AMNB vs. CAIBX - Volatility Comparison

The current volatility for American National Bankshares Inc. (AMNB) is 0.00%, while American Funds Capital Income Builder Class A (CAIBX) has a volatility of 4.38%. This indicates that AMNB 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.


0.00%1.00%2.00%3.00%4.00%AugustSeptemberOctoberNovemberDecember20250
4.38%
AMNB
CAIBX
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Disclaimer

The information contained herein does not constitute investment advice and made available for educational purposes only. Prices and returns on equities are listed without consideration of fees, commissions, taxes, penalties, or interest payable due to purchasing, holding, or selling.

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