Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Inception |
|---|---|---|---|---|---|---|---|---|
| RIRFX (CAPITAL INCOME BUILDER CLASS R-5) | 11.82% | 14.19% | 10.70% | 9.42% | 6.69% | 7.78% | 6.57% | 7.03% |
Data as of 07/07/2025, AR inception is 06/07/2002
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| RIRFX (CAPITAL INCOME BUILDER CLASS R-5) | 06/07/2002 | 07/07/2025 |
| 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 (%) | 0.25 | 14.19 | 10.70 | 9.42 | 6.69 | 7.78 | 6.57 | 7.03 | 11.82 | 7.93 | 9.13 | -6.89 | 15.34 | 3.49 | 17.71 | -6.81 | 14.50 | 7.21 | -2.69 | 6.87 | 15.19 | 12.14 | 3.13 | 8.96 | 20.93 | -29.84 | 10.97 | 22.32 | 4.18 | 17.23 | 22.30 | -6.84 |
| Sharpe Ratio | NA | 1.09 | 0.72 | 0.72 | 0.47 | NA | NA | 0.51 | 1.86 | 0.16 | 0.58 | -0.60 | 1.81 | 0.15 | 2.56 | -0.92 | 3.23 | 0.66 | -0.25 | 0.88 | 1.92 | 1.59 | 0.22 | 0.75 | 1.41 | -1.22 | 0.70 | 2.88 | 0.37 | 2.56 | 3.47 | -1.17 |
| Standard Deviation(%) | NA | 11.03 | 10.26 | 10.34 | 11.28 | NA | NA | 11.50 | 12.56 | 8.30 | 8.52 | 13.79 | 8.47 | 21.48 | 6.38 | 8.90 | 4.32 | 10.66 | 10.90 | 7.75 | 7.90 | 7.69 | 14.07 | 11.87 | 14.75 | 25.23 | 11.52 | 6.65 | 5.50 | 6.37 | 6.22 | 10.89 |
| Draw Down(%) | NA | 8.87 | 11.81 | 17.48 | 25.26 | NA | NA | 43.04 | 8.87 | 6.50 | 8.46 | 17.48 | 3.70 | 25.26 | 3.59 | 13.04 | 1.50 | 6.21 | 10.85 | 5.70 | 7.32 | 5.31 | 11.22 | 10.21 | 17.02 | 39.21 | 7.72 | 6.34 | 3.97 | 5.53 | 7.14 | 14.81 |
| Yield(%) | 0.00 | 2.94 | 3.64 | 3.93 | 4.07 | 5.25 | 4.93 | 5.60 | 0.75 | 3.79 | 3.82 | 3.34 | 3.82 | 3.62 | 5.07 | 3.63 | 5.33 | 3.92 | 3.64 | 5.05 | 3.96 | 4.72 | 4.41 | 4.40 | 4.90 | 4.30 | 8.30 | 6.55 | 4.56 | 5.52 | 5.77 | 2.31 |
Data as of 07/07/2025, AR inception is 06/07/2002
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| RIRFX (CAPITAL INCOME BUILDER CLASS R-5) |
-6.73%
Feb 2006 - Feb 2009 |
-0.04%
May 2007 - May 2012 |
4.01%
Oct 2007 - Oct 2017 |
3.64%
Sep 2007 - Sep 2022 |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| RIRFX (CAPITAL INCOME BUILDER CLASS R-5) |
17.24%
Feb 2009 - Feb 2012 |
16.95%
Oct 2002 - Oct 2007 |
9.68%
Feb 2009 - Feb 2019 |
8.54%
Feb 2009 - Feb 2024 |
Annualized Rolling Returns Comparison Chart