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American Funds Capital Income Bldr 529C (CIRCX)

Nasdaq - Nasdaq Delayed price. Currency in USD
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69.38-0.02 (-0.03%)
At close: 08:00PM EDT

Performance overview

Morningstar return ratingN/A1
Year-to-date return4.90%
5-year average return5.74%
Number of years up17
Number of years down4
Best 1-yr total return (16 May 2024)19.60%
Worst 1-yr total return (16 May 2024)N/A
Best 3-yr total return19.60%
Worst 3-yr total return2.51%

Trailing returns (%) vs. Benchmarks

Time periods longer than one year are annualised.
ReturnCIRCXCategory
YTD0.50%8.60%
1-month-2.92%0.11%
3-month0.93%4.82%
1-year4.79%25.33%
3-year2.06%8.02%
5-year4.50%8.06%
10-year3.99%6.03%
Last bull market15.18%13.54%
Last bear market-8.22%-13.20%

Annual total return (%) history

Year
CIRCXCategory
2024
N/AN/A
2023
8.10%N/A
2022
-7.86%N/A
2021
14.11%N/A
2020
2.47%6.18%
2019
16.45%16.10%
2018
-7.81%-8.26%
2017
13.26%14.79%
2016
6.03%6.04%
2015
-3.78%-4.15%
2014
5.69%1.54%
2013
13.89%10.07%
2012
10.85%10.74%
2011
1.95%-3.99%
2010
7.75%10.58%
2009
19.60%24.37%
2008
-30.68%-28.98%
2007
9.71%11.39%
2006
20.98%16.61%
2005
3.95%6.56%
2004
16.28%15.24%
2003
20.42%25.32%
2002
N/A-2.16%

Past quarterly returns (%)

YearQ1Q2Q3Q4
20243.52%N/AN/AN/A
20231.84%1.28%-3.93%9.09%
2022-2.00%-8.22%-7.76%11.06%
20214.76%4.37%-1.90%6.38%
2020-15.63%9.16%1.79%9.31%
20197.99%1.73%0.74%5.23%
2018-3.07%-0.36%1.37%-5.83%
20174.45%3.05%2.95%2.21%
20163.67%2.90%0.88%-1.48%
20150.42%-0.74%-5.64%2.30%
20141.73%4.70%-1.85%1.10%
20135.16%-0.52%3.82%4.87%
20125.05%0.38%4.06%1.02%
20113.02%2.02%-8.69%6.23%
20100.89%-7.38%11.57%3.35%
2009-8.70%12.92%12.12%3.47%
2008-7.16%-1.23%-11.75%-14.35%
20072.40%5.05%3.07%-1.05%
20064.66%1.46%5.61%7.88%
2005-1.91%2.05%2.77%1.05%
20042.24%-0.31%3.76%9.95%
2003-2.37%10.23%2.12%9.57%
20020.42%-8.83%4.88%N/A

Rank in category (by total return)

YTD67
1-month58
3-month70
1-year71
3-year33
5-year51

Load adjusted returns

1-year3.79%
3-year2.06%
5-year4.50%
10-year3.99%