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American Funds Capital Income Bldr 529A (CIRAX)

Nasdaq - Nasdaq Delayed price. Currency in USD
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68.21+0.04 (+0.06%)
At close: 08:00PM EDT

Performance overview

Morningstar return ratingN/A1
Year-to-date return4.39%
5-year average return5.92%
Number of years up17
Number of years down4
Best 1-yr total return (27 June 2024)20.55%
Worst 1-yr total return (27 June 2024)N/A
Best 3-yr total return20.55%
Worst 3-yr total return3.28%

Trailing returns (%) vs. Benchmarks

Time periods longer than one year are annualised.
ReturnCIRAXCategory
YTD3.76%8.60%
1-month2.99%0.11%
3-month2.91%4.82%
1-year12.76%25.33%
3-year3.09%8.02%
5-year6.60%8.06%
10-year4.91%6.03%
Last bull market15.55%13.54%
Last bear market-8.06%-13.20%

Annual total return (%) history

Year
CIRAXCategory
2024
N/AN/A
2023
8.94%N/A
2022
-7.17%N/A
2021
14.98%N/A
2020
3.22%6.18%
2019
17.32%16.10%
2018
-7.10%-8.26%
2017
14.13%14.79%
2016
6.84%6.04%
2015
-3.04%-4.15%
2014
6.51%1.54%
2013
14.80%10.07%
2012
11.72%10.74%
2011
2.76%-3.99%
2010
8.62%10.58%
2009
20.55%24.37%
2008
-30.11%-28.98%
2007
10.59%11.39%
2006
21.97%16.61%
2005
4.82%6.56%
2004
17.26%15.24%
2003
21.50%25.32%
2002
N/A-2.16%

Past quarterly returns (%)

YearQ1Q2Q3Q4
20243.72%N/AN/AN/A
20232.05%1.46%-3.73%9.29%
2022-1.82%-8.06%-7.58%11.27%
20214.96%4.56%-1.71%6.59%
2020-15.47%9.34%2.00%9.50%
20198.18%1.91%0.94%5.43%
2018-2.88%-0.16%1.56%-5.65%
20174.67%3.25%3.13%2.40%
20163.87%3.10%1.06%-1.29%
20150.59%-0.54%-5.45%2.50%
20141.93%4.90%-1.66%1.30%
20135.38%-0.35%4.03%5.09%
20125.26%0.58%4.26%1.22%
20113.24%2.20%-8.50%6.44%
20101.10%-7.19%11.81%3.54%
2009-8.53%13.16%12.34%3.66%
2008-6.97%-1.02%-11.57%-14.17%
20072.60%5.26%3.28%-0.84%
20064.87%1.68%5.83%8.09%
2005-1.70%2.26%2.97%1.26%
20042.47%-0.10%3.99%10.15%
2003-2.15%10.49%2.35%9.80%
20020.60%-8.66%5.09%N/A

Rank in category (by total return)

YTD65
1-month64
3-month61
1-year61
3-year27
5-year35

Load adjusted returns

1-year8.81%
3-year1.87%
5-year5.84%
10-year4.53%