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RIRGX: CAPITAL INCOME BUILDER CLASS R-6 (MUTUAL FUND)
Basic Info 73.91 0.18(0.24%) May 16
| Asset Class: | World Allocation |
| MyPlanIQ Rating: | (4%) |
| Start Date: | 05/05/2009 |
| Last Dividend Date: | 12/19/2024 |
| 12-Mo. Yield | 2.93% |
| Expenses | 0.26% |
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Performance Analytics (As of 05/16/2025)
| Last 1 Week* | YTD*(2025) | 1 Yr | 3 Yr | 5 Yr | 10 Yr | 15 Yr | Since 05/05/2009 |
2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | 2013 | 2012 | 2011 | 2010 | 2009 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return(%) | 1.8 | 7.2 | 9.9 | 7.9 | 10.1 | 5.7 | 7.4 | 8.0 | 8.0 | 9.2 | -6.9 | 15.4 | 3.5 | 17.8 | -6.7 | 14.6 | 6.2 | -2.6 | 6.9 | 15.2 | 12.2 | 3.1 | 9.0 | 20.8 |
| Sharpe Ratio | NA | 1.24 | 0.32 | 0.32 | 0.7 | 0.36 | NA | 0.64 | 0.17 | 0.59 | -0.6 | 1.81 | 0.15 | 2.56 | -0.91 | 3.24 | 0.56 | -0.24 | 0.89 | 1.93 | 1.59 | 0.22 | 0.75 | 2.94 |
| Draw Down(%) | NA | 9.5 | 9.5 | 13.7 | 17.4 | 25.2 | NA | 25.2 | 6.5 | 8.5 | 17.4 | 3.7 | 25.2 | 3.6 | 13.0 | 1.5 | 6.8 | 10.8 | 5.7 | 7.3 | 5.3 | 11.2 | 10.2 | 4.6 |
| Standard Deviation(%) | NA | 14.2 | 11.0 | 10.7 | 10.7 | 11.3 | NA | 10.9 | 8.2 | 8.5 | 13.8 | 8.5 | 21.5 | 6.4 | 8.9 | 4.3 | 10.7 | 10.9 | 7.7 | 7.9 | 7.7 | 14.1 | 11.9 | 11.2 |
| Treynor Ratio | NA | 0.19 | 0.05 | 0.05 | 0.11 | 0.05 | NA | 0.08 | 0.03 | 0.06 | -0.11 | 0.34 | 0.03 | 0.22 | -0.09 | 0.15 | 0.05 | -0.02 | 0.07 | 0.16 | 0.14 | 0.03 | 0.08 | 0.33 |
| Alpha | NA | 0.02 | 0.03 | 0.02 | 0.03 | 0.01 | NA | 0.01 | 0.02 | -0.01 | 0.04 | 0.06 | -0.03 | 0.02 | 0.0 | 0.01 | 0.01 | 0.0 | 0.02 | 0.01 | 0.01 | 0.03 | 0.0 | 0.0 |
| Beta | NA | 0.92 | 0.69 | 0.75 | 0.7 | 0.86 | NA | 0.89 | 0.54 | 0.89 | 0.77 | 0.46 | 1.03 | 0.75 | 0.86 | 0.93 | 1.17 | 1.27 | 1.06 | 0.95 | 0.85 | 0.91 | 1.05 | 0.98 |
| RSquared | NA | 0.85 | 0.58 | 0.69 | 0.65 | 0.72 | NA | 0.77 | 0.44 | 0.75 | 0.79 | 0.4 | 0.86 | 0.47 | 0.67 | 0.7 | 0.86 | 0.9 | 0.86 | 0.81 | 0.86 | 0.9 | 0.93 | 0.91 |
| Yield(%) | N/A | 0.0 | 2.9 | 3.5 | 4.2 | 3.8 | 5.2 | N/A | 3.8 | 3.9 | 3.4 | 3.9 | 3.7 | 5.1 | 3.7 | 5.4 | 3.0 | 3.7 | 5.1 | 4.0 | 4.8 | 4.5 | 4.4 | 2.8 |
| Dividend Growth(%) | N/A | -100.0 | -17.2 | -9.2 | -5.1 | N/A | N/A | N/A | 4.1 | 2.7 | -2.3 | 4.2 | -19.0 | 24.0 | -25.6 | 87.6 | -24.2 | -26.0 | 38.1 | -9.3 | 5.8 | 3.8 | 90.0 | N/A |
*: NOT annualized;YTD: Year to Date
**Inception: starting from 05/05/2009
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See World Allocation Asset Class Trend Rankings |
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