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American Funds Capital Income Bldr F2 (CAIFX)

Nasdaq - Nasdaq Delayed Price. Currency in USD
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68.45+0.18 (+0.26%)
At close: 08:00PM EDT

Performance Overview

Morningstar Return RatingN/A1
Year-to-Date Return4.97%
5-Year Average Return6.40%
Number of Years Up12
Number of Years Down3
Best 1 Yr Total Return (Jun 17, 2024)20.90%
Worst 1 Yr Total Return (Jun 17, 2024)N/A
Best 3-Yr Total Return20.90%
Worst 3-Yr Total Return3.55%

Trailing Returns (%) Vs. Benchmarks

Time periods greater than 1 year are annualized.
ReturnCAIFXCategory
YTD3.86%8.60%
1-Month3.01%0.11%
3-Month2.96%4.82%
1-Year13.05%25.33%
3-Year3.35%8.02%
5-Year6.87%8.06%
10-Year5.19%6.03%
Last Bull Market15.67%13.54%
Last Bear Market-7.99%-13.20%

Annual Total Return (%) History

Year
CAIFXCategory
2024
N/AN/A
2023
9.21%N/A
2022
-6.92%N/A
2021
15.27%N/A
2020
3.49%6.18%
2019
17.64%16.10%
2018
-6.86%-8.26%
2017
14.45%14.79%
2016
7.13%6.04%
2015
-2.76%-4.15%
2014
6.83%1.54%
2013
15.12%10.07%
2012
12.06%10.74%
2011
3.05%-3.99%
2010
8.91%10.58%
2009
20.90%24.37%
2008
N/A-28.98%

Past Quarterly Returns (%)

YearQ1Q2Q3Q4
20243.78%N/AN/AN/A
20232.11%1.52%-3.67%9.37%
2022-1.76%-7.99%-7.54%11.37%
20215.02%4.65%-1.66%6.66%
2020-15.42%9.43%2.05%9.58%
20198.25%1.98%1.01%5.50%
2018-2.82%-0.11%1.65%-5.60%
20174.74%3.31%3.22%2.46%
20163.95%3.17%1.14%-1.24%
20150.67%-0.48%-5.38%2.59%
20142.00%4.98%-1.58%1.38%
20135.44%-0.26%4.11%5.15%
20125.36%0.64%4.34%1.30%
20113.31%2.27%-8.42%6.50%
20101.17%-7.15%11.89%3.61%
2009-8.46%13.24%12.43%3.74%
2008-14.11%N/AN/AN/A

Rank In Category (By Total Return)

YTD64
1-Month63
3-Month60
1-Year59
3-Year24
5-Year32

Load Adjusted Returns

1-Year13.05%
3-Year3.35%
5-Year6.87%
10-Year5.19%