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Ratings & Risk for American Funds Capital Inc Bldr A (CAIBX)

Morningstar Category: World Allocation
Number of funds in Category: —

  • Morningstar Ratings

    Return Risk Rating # of Funds
    3-Year Below Average Average
    		36
    5-Year Average Average
    		23
    10-Year Average Below Average
    		18
    Overall Average Average
    		—
    Morningstar's Overall Rating is derived from a weighted average of the fund's 3, 5 and 10 year rating,
    which are based on risk-adjusted performance. Data as of 02/28/2010

  • Volatility Data

    Standard Deviation Mean Sharpe Ratio
    3-Year 15.42 -0.18 -0.26
    5-Year 12.46 0.32 0.08
    10-Year 10.42 0.66 0.49
    15-Year 9.70 0.78 0.60
    20-Year 9.32 0.82 0.64
    Trailing data as of 02/28/2010

  • Modern Portfolio Theory Statistics

    R-Squared Beta Alpha
    1-Year 89.34 1.03 -4.16
    3-Year 96.20 1.13 -3.92
    5-Year 94.06 1.12 -1.46
    10-Year 80.10 0.94 2.75

    Morningstar Moderate Target Risk

    Trailing data as of 02/28/2010