Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| RIRGX (CAPITAL INCOME BUILDER CLASS R-6) | 7.67% | 18.25% | 15.60% | 8.72% | 8.19% | 7.81% | NA | … | … |
Data as of 06/04/2026, Common starting date is 05/05/2009
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| RIRGX (CAPITAL INCOME BUILDER CLASS R-6) | 05/05/2009 | 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 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return (%) | 0.22 | 18.25 | 15.60 | 8.72 | 8.19 | 7.81 | NA | … | … | 7.67 | 20.76 | 10.60 | 9.31 | -6.86 | 15.39 | 3.52 | 17.75 | -6.74 | 14.56 | 6.23 | -2.64 | 6.93 | 15.24 | 12.19 | 3.15 | 8.98 | 20.82 |
| Sharpe Ratio | NA | 2.10 | 1.41 | 0.64 | 0.61 | NA | NA | … | … | 1.80 | 1.78 | 0.90 | 0.67 | -0.60 | 1.81 | 0.15 | 2.55 | -0.92 | 3.23 | 0.56 | -0.24 | 0.89 | 1.93 | 1.59 | 0.22 | 0.75 | 2.94 |
| Standard Deviation(%) | NA | 8.01 | 8.97 | 10.00 | 10.93 | NA | NA | … | … | 9.63 | 10.08 | 7.72 | 8.50 | 13.77 | 8.48 | 21.48 | 6.39 | 8.88 | 4.32 | 10.70 | 10.89 | 7.74 | 7.89 | 7.69 | 14.07 | 11.88 | 11.19 |
| Draw Down(%) | NA | 6.47 | 8.88 | 17.45 | 25.25 | NA | NA | … | … | 6.47 | 8.88 | 4.25 | 8.45 | 17.45 | 3.69 | 25.25 | 3.59 | 12.98 | 1.52 | 6.76 | 10.85 | 5.70 | 7.31 | 5.33 | 11.20 | 10.21 | 4.59 |
| Yield(%) | 0.00 | 8.23 | 6.78 | 5.11 | 5.09 | 5.38 | 5.63 | … | … | 0.70 | 8.96 | 6.34 | 3.99 | 3.38 | 3.87 | 3.67 | 5.12 | 3.68 | 5.38 | 3.00 | 3.68 | 5.11 | 4.01 | 4.78 | 4.46 | 4.44 | 2.79 |
Data as of 06/04/2026, Common starting date is 05/05/2009
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| RIRGX (CAPITAL INCOME BUILDER CLASS R-6) |
0.50%
Mar 2017 – Mar 2020 |
1.78%
Mar 2015 – Mar 2020 |
4.42%
Oct 2013 – Oct 2023 |
6.90%
Dec 2009 – Dec 2024 |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| RIRGX (CAPITAL INCOME BUILDER CLASS R-6) |
16.38%
Sep 2022 – Sep 2025 |
12.69%
Jun 2009 – Jun 2014 |
8.96%
Feb 2016 – Feb 2026 |
8.18%
Jun 2010 – Jun 2025 |
Annualized Rolling Returns Comparison Chart