Performance Comparison
Portfolio Performance Comparison
The return data shown below all have the same latest date: 05/14/2025.
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Inception |
|---|---|---|---|---|---|---|---|---|
| RIRBX (CAPITAL INCOME BUILDER CLASS R-2) | 5.66% | 8.42% | 6.33% | 8.67% | 4.59% | 6.27% | 5.32% | 5.85% |
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| RIRBX (CAPITAL INCOME BUILDER CLASS R-2) | 06/10/2002 | 05/14/2025 |
The return data shown below all have the same latest date: 05/14/2025.
AR inception is since 06/10/2002.
AR inception is since 06/10/2002.
| Last 1 Week | 1 Yr | 3 Yr | 5 Yr | 10 Yr | 15 Yr | 20 Yr | Inception | YTD | 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 (%) | 0.27 | 8.42 | 6.33 | 8.67 | 4.59 | 6.27 | 5.32 | 5.85 | 5.66 | 6.82 | 8.00 | -7.88 | 14.14 | 2.43 | 16.47 | -7.79 | 13.32 | 6.10 | -3.68 | 5.77 | 14.03 | 10.96 | 2.05 | 7.77 | 19.59 | -30.66 | 9.78 | 21.02 | 3.34 | 16.12 | 20.93 | -9.06 |
| Sharpe Ratio | NA | 0.23 | 0.22 | 0.52 | 0.26 | NA | NA | 0.38 | 0.87 | 0.03 | 0.45 | -0.67 | 1.66 | 0.10 | 2.36 | -1.03 | 2.94 | 0.55 | -0.34 | 0.74 | 1.77 | 1.43 | 0.14 | 0.65 | 1.32 | -1.25 | 0.59 | 2.73 | 0.22 | 2.42 | 3.35 | -1.52 |
| Standard Deviation(%) | NA | 11.01 | 10.74 | 10.68 | 11.29 | NA | NA | 11.50 | 14.35 | 8.30 | 8.50 | 13.78 | 8.48 | 21.47 | 6.37 | 8.90 | 4.33 | 10.64 | 10.90 | 7.75 | 7.91 | 7.69 | 14.08 | 11.85 | 14.77 | 25.15 | 11.46 | 6.52 | 5.41 | 6.28 | 6.04 | 10.86 |
| Draw Down(%) | NA | 9.45 | 14.04 | 18.13 | 25.36 | NA | NA | 43.98 | 9.33 | 6.68 | 8.71 | 18.13 | 3.77 | 25.36 | 3.70 | 13.87 | 1.56 | 6.25 | 11.18 | 5.87 | 7.41 | 5.41 | 11.61 | 10.36 | 17.18 | 39.74 | 7.72 | 6.34 | 4.16 | 5.80 | 7.14 | 14.72 |
| Yield(%) | 0.00 | 2.11 | 2.49 | 2.99 | 2.84 | 3.86 | 3.85 | 4.39 | 0.00 | 2.68 | 2.75 | 2.35 | 2.69 | 2.64 | 3.92 | 2.61 | 4.21 | 2.84 | 2.63 | 3.98 | 2.89 | 3.63 | 3.35 | 3.33 | 3.73 | 3.34 | 7.20 | 5.44 | 3.74 | 4.52 | 4.58 | 0.00 |
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| RIRBX (CAPITAL INCOME BUILDER CLASS R-2) |
-7.82%
Feb 2006 - Feb 2009 |
-1.17%
May 2007 - May 2012 |
2.90%
Oct 2007 - Oct 2017 |
2.54%
Sep 2007 - Sep 2022 |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| RIRBX (CAPITAL INCOME BUILDER CLASS R-2) |
16.11%
May 2004 - May 2007 |
15.26%
Oct 2002 - Oct 2007 |
8.53%
Feb 2009 - Feb 2019 |
7.40%
Feb 2009 - Feb 2024 |
Annualized Rolling Returns Comparison Chart