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

Correlation

The correlation between CAIBX and AMNB 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

CAIBX vs. AMNB - Performance Comparison

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

-2.00%0.00%2.00%4.00%6.00%AugustSeptemberOctoberNovemberDecember2025
1.82%
0
CAIBX
AMNB

Key characteristics

Returns By Period


CAIBX

YTD

1.44%

1M

1.79%

6M

1.75%

1Y

9.97%

5Y*

5.35%

10Y*

5.31%

AMNB

YTD

N/A

1M

N/A

6M

N/A

1Y

N/A

5Y*

N/A

10Y*

N/A

*Annualized

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Risk-Adjusted Performance

CAIBX vs. AMNB — Risk-Adjusted Performance Rank

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

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

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
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.

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.


Sharpe ratio
The chart of Sharpe ratio for CAIBX, currently valued at 1.30, compared to the broader market-1.000.001.002.003.004.001.300.33
The chart of Sortino ratio for CAIBX, currently valued at 1.71, compared to the broader market0.005.0010.001.710.59
The chart of Omega ratio for CAIBX, currently valued at 1.25, compared to the broader market1.002.003.004.001.251.16
The chart of Calmar ratio for CAIBX, currently valued at 1.62, compared to the broader market0.005.0010.0015.0020.001.620.37
The chart of Martin ratio for CAIBX, currently valued at 5.54, compared to the broader market0.0020.0040.0060.0080.005.542.15
CAIBX
AMNB


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

Dividends

CAIBX vs. AMNB - Dividend Comparison

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


TTM20242023202220212020201920182017201620152014
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%
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%

Drawdowns

CAIBX vs. AMNB - Drawdown Comparison


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

Volatility

CAIBX vs. AMNB - Volatility Comparison

American Funds Capital Income Builder Class A (CAIBX) has a higher volatility of 4.38% 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%1.00%2.00%3.00%4.00%AugustSeptemberOctoberNovemberDecember2025
4.38%
0
CAIBX
AMNB
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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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