Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| RIRHX (CAPITAL INCOME BUILDER CLASS R-5E) | 7.61% | 18.09% | 15.43% | 8.56% | 8.13% | NA | NA | … | … |
Data as of 06/04/2026, Common starting date is 11/23/2015
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| RIRHX (CAPITAL INCOME BUILDER CLASS R-5E) | 11/23/2015 | 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 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return (%) | 0.23 | 18.09 | 15.43 | 8.56 | 8.13 | NA | NA | … | … | 7.61 | 20.58 | 10.42 | 9.14 | -6.99 | 15.22 | 3.37 | 17.59 | -6.90 | 14.41 | 7.00 | -1.55 |
| Sharpe Ratio | NA | 2.08 | 1.38 | 0.62 | 0.60 | NA | NA | … | … | 1.79 | 1.76 | 0.87 | 0.65 | -0.61 | 1.79 | 0.14 | 2.53 | -0.94 | 3.06 | 0.64 | -1.23 |
| Standard Deviation(%) | NA | 8.01 | 9.00 | 10.02 | 10.95 | NA | NA | … | … | 9.63 | 10.09 | 7.80 | 8.51 | 13.79 | 8.48 | 21.49 | 6.38 | 8.88 | 4.51 | 10.64 | 11.60 |
| Draw Down(%) | NA | 6.47 | 8.88 | 17.54 | 25.27 | NA | NA | … | … | 6.47 | 8.88 | 4.26 | 8.49 | 17.54 | 3.70 | 25.27 | 3.61 | 13.10 | 1.47 | 6.22 | 3.75 |
| Yield(%) | 0.00 | 8.09 | 6.62 | 4.97 | 5.03 | 3.57 | 2.68 | … | … | 0.67 | 8.81 | 6.20 | 3.84 | 3.24 | 3.72 | 3.54 | 4.97 | 3.55 | 5.25 | 3.82 | 0.97 |
Data as of 06/04/2026, Common starting date is 11/23/2015
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| RIRHX (CAPITAL INCOME BUILDER CLASS R-5E) |
0.36%
Mar 2017 – Mar 2020 |
2.22%
Sep 2017 – Sep 2022 |
7.76%
Mar 2016 – Mar 2026 |
0.00%
NA |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| RIRHX (CAPITAL INCOME BUILDER CLASS R-5E) |
16.20%
Sep 2022 – Sep 2025 |
11.22%
Oct 2020 – Oct 2025 |
8.89%
Feb 2016 – Feb 2026 |
0.00%
NA |
Annualized Rolling Returns Comparison Chart