Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| RIRCX (CAPITAL INCOME BUILDER CLASS R-3) | 7.38% | 17.49% | 14.85% | 8.02% | 7.59% | 7.18% | 6.31% | … | … |
Data as of 06/04/2026, Common starting date is 06/10/2002
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| RIRCX (CAPITAL INCOME BUILDER CLASS R-3) | 06/10/2002 | 06/04/2026 |
| Last 1 Week | 1 Yr | 3 Yr | 5 Yr | 10 Yr | 15 Yr | 20 Yr | Common | Inception | YTD | 2025 | 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 (%) | 0.22 | 17.49 | 14.85 | 8.02 | 7.59 | 7.18 | 6.31 | … | … | 7.38 | 19.98 | 9.88 | 8.62 | -7.45 | 14.63 | 2.88 | 16.99 | -7.37 | 13.83 | 6.56 | -3.27 | 6.23 | 14.49 | 11.43 | 2.50 | 8.29 | 20.19 | -30.29 | 10.29 | 21.57 | 3.70 | 16.54 | 21.43 | -9.06 |
| Sharpe Ratio | NA | 2.01 | 1.32 | 0.57 | 0.55 | NA | NA | … | … | 1.72 | 1.70 | 0.80 | 0.59 | -0.65 | 1.72 | 0.12 | 2.43 | -0.99 | 3.05 | 0.60 | -0.30 | 0.80 | 1.83 | 1.49 | 0.18 | 0.69 | 1.36 | -1.24 | 0.62 | 2.77 | 0.26 | 2.46 | 3.39 | -1.52 |
| Standard Deviation(%) | NA | 8.00 | 9.00 | 10.02 | 10.94 | NA | NA | … | … | 9.62 | 10.09 | 7.81 | 8.50 | 13.78 | 8.47 | 21.48 | 6.38 | 8.88 | 4.33 | 10.66 | 10.90 | 7.75 | 7.91 | 7.69 | 14.07 | 11.87 | 14.77 | 25.19 | 11.48 | 6.57 | 5.45 | 6.31 | 6.10 | 10.91 |
| Draw Down(%) | NA | 6.50 | 8.91 | 17.85 | 25.32 | NA | NA | … | … | 6.50 | 8.91 | 4.34 | 8.60 | 17.85 | 3.75 | 25.32 | 3.65 | 13.51 | 1.53 | 6.23 | 11.06 | 5.79 | 7.37 | 5.37 | 11.44 | 10.31 | 17.11 | 39.50 | 7.72 | 6.34 | 4.05 | 5.70 | 7.14 | 14.72 |
| Yield(%) | 0.00 | 7.56 | 6.06 | 4.46 | 4.47 | 4.68 | 4.50 | … | … | 0.54 | 8.23 | 5.65 | 3.32 | 2.77 | 3.17 | 3.05 | 4.41 | 3.04 | 4.69 | 3.31 | 3.04 | 4.42 | 3.31 | 4.07 | 3.80 | 3.79 | 4.27 | 3.78 | 7.69 | 5.92 | 4.09 | 4.90 | 5.01 | 0.00 |
Data as of 06/04/2026, Common starting date is 06/10/2002
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| RIRCX (CAPITAL INCOME BUILDER CLASS R-3) |
-7.35%
Feb 2006 – Feb 2009 |
-0.67%
May 2007 – May 2012 |
3.37%
Oct 2007 – Oct 2017 |
3.00%
Sep 2007 – Sep 2022 |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| RIRCX (CAPITAL INCOME BUILDER CLASS R-3) |
16.57%
May 2004 – May 2007 |
15.70%
Oct 2002 – Oct 2007 |
9.01%
Feb 2009 – Feb 2019 |
7.89%
Feb 2009 – Feb 2024 |
Annualized Rolling Returns Comparison Chart