Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| CIREX (CAPITAL INCOME BUILDER CLASS 529-E) | 7.08% | 16.39% | 14.48% | 7.99% | 7.80% | 7.27% | 6.42% | … | … |
Data as of 06/11/2026, Common starting date is 03/15/2002
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| CIREX (CAPITAL INCOME BUILDER CLASS 529-E) | 03/15/2002 | 06/11/2026 |
| Last 1 Week | 1 Yr | 3 Yr | 5 Yr | 10 Yr | 15 Yr | 20 Yr | Common | Inception | YTD | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | 2013 | 2012 | 2011 | 2010 | 2009 | 2008 | 2007 | 2006 | 2005 | 2004 | 2003 | 2002 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return (%) | -0.30 | 16.39 | 14.48 | 7.99 | 7.80 | 7.27 | 6.42 | … | … | 7.08 | 20.06 | 9.95 | 8.67 | -7.40 | 14.71 | 2.95 | 17.07 | -7.32 | 13.89 | 6.60 | -3.24 | 6.26 | 14.50 | 11.46 | 2.54 | 7.39 | 20.20 | -30.28 | 10.31 | 21.59 | 3.68 | 16.53 | 19.66 | -7.72 |
| Sharpe Ratio | NA | 1.65 | 1.24 | 0.53 | 0.54 | NA | NA | … | … | 1.27 | 1.71 | 0.81 | 0.59 | -0.64 | 1.73 | 0.13 | 2.44 | -0.98 | 3.07 | 0.60 | -0.30 | 0.81 | 1.83 | 1.49 | 0.18 | 0.61 | 1.36 | -1.24 | 0.63 | 2.78 | 0.26 | 2.46 | 3.16 | -1.12 |
| Standard Deviation(%) | NA | 8.13 | 9.01 | 10.03 | 10.94 | NA | NA | … | … | 9.67 | 10.08 | 7.80 | 8.51 | 13.79 | 8.48 | 21.48 | 6.39 | 8.87 | 4.33 | 10.65 | 10.89 | 7.75 | 7.91 | 7.71 | 14.08 | 11.89 | 14.77 | 25.19 | 11.48 | 6.57 | 5.44 | 6.31 | 6.00 | 9.54 |
| Draw Down(%) | NA | 6.51 | 8.91 | 17.80 | 25.31 | NA | NA | … | … | 6.51 | 8.91 | 4.33 | 8.59 | 17.80 | 3.74 | 25.31 | 3.65 | 13.46 | 1.55 | 6.23 | 11.05 | 5.78 | 7.38 | 5.37 | 11.45 | 10.24 | 17.11 | 39.50 | 7.72 | 6.34 | 4.04 | 5.70 | 7.14 | 16.29 |
| Yield(%) | 0.00 | 7.06 | 6.11 | 4.51 | 4.61 | 4.77 | 4.62 | … | … | 0.55 | 8.31 | 5.71 | 3.37 | 2.83 | 3.23 | 3.12 | 4.47 | 3.10 | 4.75 | 3.35 | 3.07 | 4.46 | 3.34 | 4.10 | 3.82 | 3.02 | 4.27 | 3.79 | 7.70 | 5.94 | 4.07 | 4.89 | 3.56 | 0.00 |
Data as of 06/11/2026, Common starting date is 03/15/2002
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| CIREX (CAPITAL INCOME BUILDER CLASS 529-E) |
-7.33%
Feb 2006 – Feb 2009 |
-0.83%
May 2007 – May 2012 |
3.31%
Oct 2007 – Oct 2017 |
2.99%
Sep 2007 – Sep 2022 |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| CIREX (CAPITAL INCOME BUILDER CLASS 529-E) |
16.56%
May 2004 – May 2007 |
15.37%
Oct 2002 – Oct 2007 |
8.95%
Feb 2009 – Feb 2019 |
7.87%
Feb 2009 – Feb 2024 |
Annualized Rolling Returns Comparison Chart