Capital Income Builder Fund Manager Performance Evaluation
| CIBCX Fund | USD 78.02 -1.07 -1.35% |
The fund owns a Beta (Systematic Risk) of 0.49, which conveys possible diversification benefits within a given portfolio. With a sub-1 beta, CAPITAL INCOME participates in market rallies at a reduced pace while also limiting downside exposure.
Risk-Adjusted Performance
Mild
Weak | Strong |
On a recent 90-day basis, Capital Income Builder sits below 4% of comparable funds and fund portfolios in risk-adjusted performance. This score becomes more useful when investors compare it with downside risk, Sharpe Ratio, and current trend stability. Despite somewhat strong fundamental indicators, CAPITAL INCOME is not utilizing all of its potential. The current price disturbance may contribute to short-term losses for investors. Learn More
| Expense Ratio Date | 1st of January 2026 | |
| Expense Ratio | 1.3300 |
CAPITAL |
Relative Risk vs. Return Landscape
If you had invested $ 7,671 in Capital Income Builder on December 19, 2025 and sold it today you would have earned a total of $ 131.00 from holding Capital Income Builder or generated 1.71% return on investment over 90 days. Capital Income Builder is currently producing a 0.0296% return and carries 0.5315% volatility of returns over 90 trading days. Put another way, 4% of traded mutual funds are less volatile than CAPITAL, and 99% of all traded equity instruments are likely to generate higher returns over the next 90 trading days. Expected Return |
| Risk |
Historical Prices of Capital Income Builder
Below is the normalized historical share price chart for Capital Income Builder extending back to April 04, 2001. This chart has been adjusted for all splits and dividends and is plotted against all major global economic recessions. As of today, the current price of CAPITAL INCOME stands at 78.02, as last reported on the 19th of March, with the highest price reaching 78.02 and the lowest price hitting 78.02 during the day.Macro event markers
Target Price Odds to finish over Current Price
A fundamental principle of fund forecasting is that prices tend to revert toward historical averages. For CAPITAL Mutual Fund, this mean-reverting tendency has been a useful tool for valuation. Still, some funds exhibit persistent mispricings that are only corrected when buying and selling pressure realign.
| Current Price | Horizon | Target Price | Odds moving above the current price in 90 days |
| 78.02 | 90 days | 78.02 | about 76.99 |
According to our probability model, the chance of CAPITAL INCOME moving above the current price in 90 days from now is about 76.99 (This probability chart for Capital Income Builder depicts the range of likely prices for CAPITAL Mutual Fund over a 90-day horizon).
CAPITAL INCOME Price Density |
| Price |
Predictive Modules for CAPITAL INCOME
Predicting the direction of Capital Income Builder and the broader fund market involves a range of quantitative and qualitative techniques. Although accurate forecasting remains elusive, the process of modeling future scenarios is a valuable part of investment decision-making. Comparing results from different methods helps investors gauge the confidence level of their predictions.The concept of mean reversion suggests that CAPITAL INCOME's price will eventually return toward its long-run average. High prices may deter value investors, while unusually low prices often attract buyers who anticipate a recovery.
Primary Risk Indicators
Market volatility over the last 10-20 years has created both risk and opportunity for mutual fund investors. CAPITAL INCOME has seen its share of dramatic price swings during this period. Implementing a hedging strategy and tracking CAPITAL INCOME's volatility and elasticity can help investors in Capital Income Builder limit the impact of adverse market moves.α | Alpha over Dow Jones | 0.05 | |
β | Beta against Dow Jones | 0.49 | |
σ | Overall volatility | 1.76 | |
Ir | Information ratio | 0.17 |
Investor Alerts and Insights
Real-time alerts for CAPITAL INCOME allow investors to track important fund developments as they happen. Reviewing ongoing notifications for Capital Income Builder helps identify opportunities and risks before they are fully priced into the market.| Latest headline from news.google.com: NCDMB expands women intervention fund to deepen inclusion in Oil, Gas sector - The Guardian Nigeria News |
CAPITAL INCOME Fundamentals Growth
Investors assess CAPITAL Mutual Fund by examining CAPITAL INCOME's underlying financial health. Revenue trajectory, earnings quality, profit margins, and leverage levels are among the most closely watched fundamentals that shape CAPITAL Mutual Fund market performance.
| Price To Earning | 18.22 X | |||
| Price To Book | 2.47 X | |||
| Price To Sales | 1.86 X | |||
| Total Asset | 851.25 M | |||
Performance Metrics & Calculation Methodology
CAPITAL INCOME performance is typically evaluated through NAV-based returns relative to category peers and stated objectives. Relative performance helps interpret behavior versus benchmarks or category peers.
For Capital Income Builder, this section uses fund disclosures and market reference feeds with Macroaxis normalization rules applied to keep cross-asset comparisons consistent. Intraday timing differences may exist. Return and risk statistics are calculated from historical price series.