It is the internal testing website that you are visiting. Please go to our official customer website (www.myplaniq.com).
Find A Portfolio/Ticker
Comparison Box
CIBFX: CAPITAL INCOME BUILDER CLASS F-1 (MUTUAL FUND)
Basic Info 81.06 0.12(0.15%) June 08
| Asset Class: | World Allocation |
| MyPlanIQ Rating: | (60%) |
| Start Date: | 04/06/2001 |
| Last Dividend Date: | 03/16/2026 |
| 12-Mo. Yield | 7.83% |
| Expenses | 0.26% |
| Sign up to get fund ranking change alerts | |
Performance Analytics (As of 06/05/2026)
Not up-to-date? Try| Last 1 Week* | YTD*(2026) | 1 Yr | 3 Yr | 5 Yr | 10 Yr | 15 Yr | 20 Yr | Inception** | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | 2013 | 2012 | 2011 | 2010 | 2009 | 2008 | 2007 | 2006 | 2005 | 2004 | 2003 | 2002 | 2001 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return(%) | -1.0 | 6.0 | 16.1 | 14.6 | 8.1 | 7.9 | 7.4 | 6.7 | 7.4 | 20.3 | 10.2 | 8.9 | -7.2 | 14.9 | 3.1 | 17.3 | -7.1 | 14.1 | 6.8 | -3.0 | 6.6 | 14.8 | 11.8 | 2.8 | 8.7 | 20.6 | -30.0 | 10.7 | 22.0 | 4.0 | 16.9 | 22.8 | 0.5 | 5.5 |
| Sharpe Ratio | NA | 1.29 | 1.68 | 1.27 | 0.55 | 0.56 | NA | NA | 0.55 | 1.73 | 0.84 | 0.62 | -0.63 | 1.76 | 0.13 | 2.48 | -0.96 | 3.0 | 0.62 | -0.28 | 0.84 | 1.87 | 1.54 | 0.2 | 0.72 | 1.39 | -1.23 | 0.66 | 2.82 | 0.31 | 2.51 | 3.55 | -0.07 | 0.81 |
| Draw Down(%) | NA | 6.5 | 6.5 | 8.9 | 17.7 | 25.3 | NA | NA | 43.3 | 8.9 | 4.3 | 8.5 | 17.7 | 3.7 | 25.3 | 3.6 | 13.3 | 1.5 | 6.2 | 11.0 | 5.7 | 7.3 | 5.3 | 11.3 | 10.2 | 17.1 | 39.3 | 7.7 | 6.3 | 4.0 | 5.6 | 7.1 | 14.3 | 7.9 |
| Standard Deviation(%) | NA | 9.7 | 8.1 | 9.0 | 10.0 | 11.0 | NA | NA | 11.2 | 10.1 | 7.8 | 8.5 | 13.8 | 8.5 | 21.5 | 6.4 | 8.9 | 4.5 | 10.7 | 10.9 | 7.8 | 7.9 | 7.7 | 14.1 | 11.9 | 14.8 | 25.2 | 11.5 | 6.6 | 5.5 | 6.3 | 6.2 | 9.1 | 7.0 |
| Treynor Ratio | NA | 0.18 | 0.19 | 0.16 | 0.07 | 0.07 | NA | NA | 0.07 | 0.21 | 0.11 | 0.06 | -0.1 | 0.19 | 0.03 | 0.21 | -0.1 | 0.15 | 0.06 | -0.02 | 0.06 | 0.16 | 0.14 | 0.03 | 0.08 | 0.2 | -0.26 | 0.06 | 0.24 | 0.03 | 0.23 | 0.39 | -0.01 | 0.12 |
| Alpha | NA | 0.02 | 0.01 | 0.01 | 0.01 | 0.0 | NA | NA | 0.0 | 0.01 | 0.01 | -0.01 | 0.03 | 0.04 | -0.07 | 0.02 | 0.0 | 0.01 | 0.01 | -0.01 | 0.02 | 0.0 | 0.01 | 0.02 | -0.01 | 0.0 | -0.03 | -0.04 | 0.03 | -0.02 | 0.02 | 0.01 | 0.02 | 0.02 |
| Beta | NA | 0.7 | 0.71 | 0.73 | 0.8 | 0.89 | NA | NA | 0.92 | 0.85 | 0.57 | 0.89 | 0.87 | 0.79 | 1.07 | 0.75 | 0.86 | 0.88 | 1.17 | 1.27 | 1.07 | 0.95 | 0.85 | 0.91 | 1.05 | 1.02 | 1.19 | 1.33 | 0.77 | 0.66 | 0.69 | 0.57 | 0.56 | 0.47 |
| RSquared | NA | 0.79 | 0.74 | 0.71 | 0.76 | 0.77 | NA | NA | 0.8 | 0.79 | 0.55 | 0.75 | 0.88 | 0.7 | 0.87 | 0.47 | 0.67 | 0.58 | 0.87 | 0.9 | 0.86 | 0.81 | 0.86 | 0.9 | 0.93 | 0.92 | 0.92 | 0.87 | 0.74 | 0.56 | 0.66 | 0.68 | 0.74 | 0.61 |
| Yield(%) | N/A | 0.6 | N/A | N/A | N/A | N/A | N/A | N/A | N/A | 8.5 | 5.9 | 3.6 | 3.0 | 3.4 | 3.3 | 4.7 | 3.3 | 5.0 | 3.6 | 3.3 | 4.7 | 3.6 | 4.4 | 4.1 | 4.1 | 4.6 | 4.1 | 8.1 | 6.3 | 4.3 | 5.2 | 6.2 | 5.7 | 6.0 |
| Dividend Growth(%) | N/A | -92.1 | N/A | N/A | N/A | N/A | N/A | N/A | N/A | 50.0 | 73.7 | 6.3 | -1.6 | 2.5 | -20.4 | 26.3 | -27.5 | 44.9 | 0.4 | -27.5 | 41.2 | -11.2 | 5.7 | 3.5 | 2.5 | -23.3 | -48.5 | 46.2 | 46.9 | -8.4 | -2.8 | 3.1 | -4.8 | N/A |
*: NOT annualized;YTD: Year to Date
**Inception: starting from 04/04/2001
Calculate Performance
Start date (MM/dd/yyyy)
End date (MM/dd/yyyy)
|
View Historical Data in an advanced chart |
Use MyPlanIQ Comparison to compare with multiple funds or portfolios |
See World Allocation Asset Class Trend Rankings |
Top Rated Funds in World Allocation
Best Mutual Funds
- IVAEX (IVY ASSET STRATEGY FUND CLASS I) (99%)
- PAUIX (PIMCO ALL ASSET ALL AUTHORITY FUND INSTITUTIONAL) (97%)
- PAAIX (ALL ASSET FUND INSTITUTIONAL) (96%)
- PATRX (PIMCO ALL ASSET FUND R) (95%)
- WARCX (WELLS FARGO ADVANTAGE ABSOLUTE RETURN FUND CLASS C) (93%)
- IMRFX (COLUMBIA GLOBAL OPPORTUNITIES FUND COLUMBIA GLOBAL OPPORTUNITIES FUND CLASS A) (93%)
- PALPX (PIMCO ALL ASSET FUND CLASS P) (93%)
- JSPCX (JANUS GLOBAL ALLOCATION FUND - CONSERVATIVE CLASS T) (92%)
- GBMFX (GMO BENCHMARK-FREE ALLOCATION FUND CLASS III) (92%)
- GBATX (GMO STRATEGIC OPPORTUNITIES ALLOCATION FUND CLASS III) (91%)
Best ETFs
- RLY (SPDR SSgA Multi-Asset Real Return ETF) 0.06% (42%)
- INKM (SPDR SSgA Income Allocation ETF) 0.23% (42%)
- GAL (SPDR SSgA Global Allocation ETF) 0.32% (41%)
- GYLD (Arrow Dow Jones Global Yield ETF) 0.43% (41%)
- GMOM (Cambria Global Momentum ETF) 0.52% (2%)
- GAA (Cambria Global Asset Allocation ETF) 0.20% (1%)
Best Closed End Funds
- CHW (Calamos Global Dynamic Income Closed Fund) 1.26% (100%)
- CGO (Calamos Global Total Return Closed Fund) 0.37% (100%)
- RCG (RENN Fund Inc) 0.72% (99%)
Latest Articles Related to CIBFX
Register for FREE
No Credit Card Required
Or Start FREE 30-day trial now >>
Or Start FREE 30-day trial now >>
