Capital Group Capital Income Builder (LUX) Z

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Morningstar Rating™(Relative to Category)30/06/2024
 Morningstar ReturnMorningstar RiskMorningstar Rating™
3-YearAverageAverage4 star
5-YearAverageAverage3 star
10-Year*AverageBelow Average3 star
Overall*AverageAverage3 star
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1 Year Daily Volatility Chart (annualised)
  • Capital Group Capital Income Builder (LUX) Z
  • Morningstar EAA USD Agg Tgt Alloc NR USD
Volatility Measurements30/06/2024
3-Yr Std Dev6.66 %
3-Yr Mean Return5.94 %
3-Yr Sharpe Ratio0.44
Modern Portfolio Statistics30/06/202430/06/2024
 Standard IndexBest Fit Index
 Morningstar EAA USD Agg Tgt Alloc NR USD  Morningstar Gbl High Div Yld NR USD
3-Yr Beta0.810.80
3-Yr Alpha-1.20-2.39
* This share class has performance data calculated prior to the inception date, 2018-09-21. This is based upon a simulated/extended track record, using the track record of American Funds Capital Income Bldr A (ISIN: US1401931035), and is in accordance with Morningstar’s Extended Performance Methodology paper. To find out more about this, click here.
In order to provide consistency across the report data provided by different Asset Managers, the calculated data points presented are generated using Morningstar’s proprietary calculation methodology which is set out in more detail at(
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