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

Key characteristics


AMNBCAIBX

Correlation

-0.50.00.51.00.3

The correlation between AMNB and CAIBX is 0.25, 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.

Performance

AMNB vs. CAIBX - Performance Comparison

The chart below displays the growth of a $10,000 investment in both assets, with all prices adjusted for splits and dividends.


700.00%750.00%800.00%850.00%900.00%December2024FebruaryMarchAprilMay
854.42%
876.29%
AMNB
CAIBX

Compare stocks, funds, or ETFs

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American National Bankshares Inc.

American Funds Capital Income Builder Class A

Risk-Adjusted Performance

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.


AMNB
Sharpe ratio
The chart of Sharpe ratio for AMNB, currently valued at 2.20, compared to the broader market-2.00-1.000.001.002.003.004.002.20
Sortino ratio
The chart of Sortino ratio for AMNB, currently valued at 3.43, compared to the broader market-4.00-2.000.002.004.006.003.43
Omega ratio
The chart of Omega ratio for AMNB, currently valued at 1.42, compared to the broader market0.501.001.501.42
Calmar ratio
The chart of Calmar ratio for AMNB, currently valued at 2.68, compared to the broader market0.002.004.006.002.68
Martin ratio
The chart of Martin ratio for AMNB, currently valued at 11.48, compared to the broader market-10.000.0010.0020.0030.0011.48
CAIBX
Sharpe ratio
The chart of Sharpe ratio for CAIBX, currently valued at 1.13, compared to the broader market-2.00-1.000.001.002.003.004.001.13
Sortino ratio
The chart of Sortino ratio for CAIBX, currently valued at 1.71, compared to the broader market-4.00-2.000.002.004.006.001.71
Omega ratio
The chart of Omega ratio for CAIBX, currently valued at 1.20, compared to the broader market0.501.001.501.20
Calmar ratio
The chart of Calmar ratio for CAIBX, currently valued at 0.84, compared to the broader market0.002.004.006.000.84
Martin ratio
The chart of Martin ratio for CAIBX, currently valued at 3.16, compared to the broader market-10.000.0010.0020.0030.003.16

AMNB vs. CAIBX - Sharpe Ratio Comparison


Rolling 12-month Sharpe Ratio0.501.001.502.00December2024FebruaryMarchAprilMay
2.20
1.13
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 3.43%.


TTM20232022202120202019201820172016201520142013
AMNB
American National Bankshares Inc.
2.51%2.46%3.09%2.87%4.12%2.63%3.41%2.53%2.76%3.63%3.71%3.50%
CAIBX
American Funds Capital Income Builder Class A
3.43%3.47%3.43%3.14%3.38%4.24%3.79%4.66%3.50%3.60%4.63%3.30%

Drawdowns

AMNB vs. CAIBX - Drawdown Comparison


-14.00%-12.00%-10.00%-8.00%-6.00%-4.00%-2.00%0.00%December2024FebruaryMarchAprilMay
-4.91%
-1.11%
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 2.82%. 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%5.00%10.00%15.00%December2024FebruaryMarchAprilMay0
2.82%
AMNB
CAIBX