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

Key characteristics


CAIBXAMNB

Correlation

-0.50.00.51.00.3

The correlation between CAIBX and AMNB 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

CAIBX vs. AMNB - 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
864.13%
854.42%
CAIBX
AMNB

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American Funds Capital Income Builder Class A

American National Bankshares Inc.

Risk-Adjusted Performance

CAIBX vs. AMNB - Risk-Adjusted Performance Comparison

This table presents a comparison of risk-adjusted performance metrics for American Funds Capital Income Builder Class A (CAIBX) and American National Bankshares Inc. (AMNB). 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.


CAIBX
Sharpe ratio
The chart of Sharpe ratio for CAIBX, currently valued at 0.91, compared to the broader market-1.000.001.002.003.004.000.91
Sortino ratio
The chart of Sortino ratio for CAIBX, currently valued at 1.39, compared to the broader market-2.000.002.004.006.008.0010.001.39
Omega ratio
The chart of Omega ratio for CAIBX, currently valued at 1.16, compared to the broader market0.501.001.502.002.503.001.16
Calmar ratio
The chart of Calmar ratio for CAIBX, currently valued at 0.67, compared to the broader market0.002.004.006.008.0010.0012.000.67
Martin ratio
The chart of Martin ratio for CAIBX, currently valued at 2.53, compared to the broader market0.0010.0020.0030.0040.0050.0060.002.53
AMNB
Sharpe ratio
The chart of Sharpe ratio for AMNB, currently valued at 1.84, compared to the broader market-1.000.001.002.003.004.001.84
Sortino ratio
The chart of Sortino ratio for AMNB, currently valued at 2.96, compared to the broader market-2.000.002.004.006.008.0010.002.96
Omega ratio
The chart of Omega ratio for AMNB, currently valued at 1.36, compared to the broader market0.501.001.502.002.503.001.36
Calmar ratio
The chart of Calmar ratio for AMNB, currently valued at 2.27, compared to the broader market0.002.004.006.008.0010.0012.002.27
Martin ratio
The chart of Martin ratio for AMNB, currently valued at 9.64, compared to the broader market0.0010.0020.0030.0040.0050.0060.009.64

CAIBX vs. AMNB - Sharpe Ratio Comparison


Rolling 12-month Sharpe Ratio0.501.001.502.00December2024FebruaryMarchAprilMay
0.91
1.84
CAIBX
AMNB

Dividends

CAIBX vs. AMNB - Dividend Comparison

CAIBX's dividend yield for the trailing twelve months is around 3.47%, while AMNB has not paid dividends to shareholders.


TTM20232022202120202019201820172016201520142013
CAIBX
American Funds Capital Income Builder Class A
3.47%3.47%3.43%3.14%3.38%4.24%3.79%4.66%3.50%3.60%4.63%3.30%
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%

Drawdowns

CAIBX vs. AMNB - Drawdown Comparison


-14.00%-12.00%-10.00%-8.00%-6.00%-4.00%-2.00%0.00%December2024FebruaryMarchAprilMay
-2.34%
-4.91%
CAIBX
AMNB

Volatility

CAIBX vs. AMNB - Volatility Comparison

American Funds Capital Income Builder Class A (CAIBX) has a higher volatility of 2.73% compared to American National Bankshares Inc. (AMNB) at 0.00%. This indicates that CAIBX's price experiences larger fluctuations and is considered to be riskier than AMNB based on this measure. The chart below showcases a comparison of their rolling one-month volatility.


0.00%5.00%10.00%15.00%December2024FebruaryMarchAprilMay
2.73%
0
CAIBX
AMNB