CAPITAL INCOME BUILDER CLASS R-6 (RIRGX)

Basic Info 68.34 0.29(0.43%)
May 10

CAPITAL INCOME BUILDER CLASS R-6 started on 05/05/2009
CAPITAL INCOME BUILDER CLASS R-6 is classified as asset class World Allocation
CAPITAL INCOME BUILDER CLASS R-6 expense ratio is 0.26%
CAPITAL INCOME BUILDER CLASS R-6 rating is
(3%)

CAPITAL INCOME BUILDER CLASS R-6 (RIRGX) Dividend Info

CAPITAL INCOME BUILDER CLASS R-6 (RIRGX) dividend growth in the last 12 months is 43.85%

The trailing 12-month yield of CAPITAL INCOME BUILDER CLASS R-6 is 5.32%. its dividend history:

DateDividend
03/11/2024 0.5049
12/15/2023 1.9476
09/11/2023 0.4892
06/12/2023 0.4855
03/13/2023 0.4867
12/16/2022 0.9524
09/12/2022 0.4702
06/13/2022 0.4731
03/14/2022 0.4764
12/17/2021 1.062
09/13/2021 0.457
06/14/2021 0.455
03/15/2021 0.453
12/18/2020 0.68
09/14/2020 0.55
06/15/2020 0.547
03/16/2020 0.553
12/20/2019 1.237
09/11/2019 0.551
06/12/2019 0.544
03/13/2019 0.545
12/21/2018 0.6856
09/12/2018 0.5449
06/13/2018 0.544
03/14/2018 0.545
12/22/2017 1.484
09/13/2017 0.546
06/14/2017 0.544
03/15/2017 0.542
12/23/2016 0.577
06/15/2016 0.544
03/16/2016 0.54
12/22/2015 0.562
09/16/2015 0.543
06/17/2015 0.542
03/13/2015 0.545
12/23/2014 0.932
09/19/2014 0.542
06/13/2014 0.543
03/14/2014 0.947
12/19/2013 0.548
09/20/2013 0.535
06/14/2013 0.533
03/15/2013 0.53
12/20/2012 0.802
09/21/2012 0.526
06/15/2012 0.521
03/16/2012 0.516
12/20/2011 0.727
09/16/2011 0.507
06/17/2011 0.504
03/18/2011 0.497
12/20/2010 0.727
09/17/2010 0.484
06/18/2010 0.486
03/19/2010 0.456
12/18/2009 0.648
09/25/2009 0.485

Dividend Growth History for CAPITAL INCOME BUILDER CLASS R-6 (RIRGX)

Year
Payout Amount
Year Start Yield
Annual Payout Growth (YoY)
CAGR to 2023
2023 $3.409 5.42% 43.71% -
2022 $2.3721 3.38% -2.26% 43.71%
2021 $2.427 3.87% 4.16% 18.52%
2020 $2.33 3.67% -19.01% 13.52%
2019 $2.877 5.12% 24.04% 4.33%
2018 $2.3195 3.68% -25.56% 8.01%
2017 $3.116 5.38% 87.60% 1.51%
2016 $1.661 3.00% -24.22% 10.82%
2015 $2.192 3.68% -26.05% 5.68%
2014 $2.964 5.11% 38.12% 1.57%
2013 $2.146 4.01% -9.26% 4.74%
2012 $2.365 4.78% 5.82% 3.38%
2011 $2.235 4.46% 3.81% 3.58%
2010 $2.153 4.44% 90.03% 3.60%
2009 $1.133 2.79% - 8.19%

Dividend Growth Chart for CAPITAL INCOME BUILDER CLASS R-6 (RIRGX)

CAPITAL INCOME BUILDER CLASS R-6 (RIRGX) Historical Returns And Risk Info

From 05/05/2009 to 05/10/2024, the compound annualized total return (dividend reinvested) of CAPITAL INCOME BUILDER CLASS R-6 (RIRGX) is 7.914%. Its cumulative total return (dividend reinvested) is 213.435%.

From 05/05/2009 to 05/10/2024, the Maximum Drawdown of CAPITAL INCOME BUILDER CLASS R-6 (RIRGX) is 25.2%.

From 05/05/2009 to 05/10/2024, the Sharpe Ratio of CAPITAL INCOME BUILDER CLASS R-6 (RIRGX) is 0.66.

From 05/05/2009 to 05/10/2024, the Annualized Standard Deviation of CAPITAL INCOME BUILDER CLASS R-6 (RIRGX) is 10.9%.

From 05/05/2009 to 05/10/2024, the Beta of CAPITAL INCOME BUILDER CLASS R-6 (RIRGX) is 0.81.

Last 1 Week* YTD*(2024) 1 Yr 3 Yr 5 Yr 10 Yr 15 Yr Since
05/05/2009		 2023 2022 2021 2020 2019 2018 2017 2016 2015 2014 2013 2012 2011 2010 2009
Annualized Return(%) 1.8 4.0 12.2 4.0 6.9 5.5 7.8 7.9 10.8 -6.9 15.4 3.5 17.8 -6.7 14.6 6.2 -2.6 6.9 15.2 12.2 3.1 9.0 20.8
Sharpe Ratio NA 1.05 1.02 0.16 0.41 0.4 NA 0.66 0.78 -0.6 1.8 0.15 2.56 -0.91 3.24 0.56 -0.24 0.89 1.93 1.59 0.22 0.75 2.94
Draw Down(%) NA 4.1 8.5 17.4 25.2 25.2 NA 25.2 8.5 17.4 3.7 25.2 3.6 13.0 1.5 6.8 10.8 5.7 7.3 5.3 11.2 10.2 4.6
Standard Deviation(%) NA 7.5 8.2 10.4 13.0 11.1 NA 10.9 8.5 13.8 8.5 21.5 6.4 8.9 4.3 10.7 10.9 7.7 7.9 7.7 14.1 11.9 11.2
Treynor Ratio NA 0.11 0.1 0.02 0.09 0.06 NA 0.09 0.08 -0.12 0.22 0.08 0.22 -0.09 0.15 0.05 -0.02 0.07 0.16 0.14 0.03 0.08 0.33
Alpha NA 0.01 0.01 0.01 0.01 0.01 NA 0.01 0.0 0.02 0.04 -0.01 0.02 0.0 0.01 0.01 0.0 0.02 0.01 0.01 0.03 0.0 0.0
Beta NA 0.74 0.84 0.74 0.6 0.73 NA 0.81 0.81 0.72 0.71 0.42 0.75 0.86 0.93 1.17 1.27 1.06 0.95 0.85 0.91 1.05 0.98
RSquare NA 0.73 0.74 0.65 0.33 0.44 NA 0.57 0.66 0.64 0.57 0.12 0.47 0.67 0.7 0.86 0.9 0.86 0.81 0.86 0.9 0.93 0.91
Yield(%) N/A 0.8 5.3 4.0 4.4 4.2 5.9 N/A 5.4 3.4 3.9 3.7 5.1 3.7 5.4 3.0 3.7 5.1 4.0 4.8 4.5 4.5 2.8
Dividend Growth(%) N/A -85.4 43.9 11.1 12.9 N/A N/A N/A 44.3 -2.5 4.3 -19.1 24.1 -25.4 87.3 -24.2 -26.0 37.7 -9.3 5.8 3.7 91.2 N/A

Return Calculator for CAPITAL INCOME BUILDER CLASS R-6 (RIRGX)

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CAPITAL INCOME BUILDER CLASS R-6 (RIRGX) Historical Return Chart

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CAPITAL INCOME BUILDER CLASS R-6 (RIRGX) Rolling Returns Charts

A rolling return for a period such as 5-year, as of a specific date, represents the investment’s performance over the preceding five years leading up to that date. In the 5-year rolling chart, the value on any given date corresponds to the annualized return for the preceding 5 years up to that very date. Thus, for instance, the chart value on 8/28/2015 reflects the annualized return from 8/28/2010 to 8/28/2015. A 5-year rolling return chart for an investment (stock, fund or portfolio) depicts the return sequence of 5-year trailing returns for the dates in the chart.

These rolling returns contrast with the most recent 3, 5, 10, and 15-year returns, as they solely depict the returns for those respective periods leading up to the most recent date, without encompassing every date in the historical record.

Rolling return charts offer a more precise insight into a portfolio’s risk and return stability (including funds or individual stocks). This is particularly true when focusing on the minimal return points within a rolling return chart as a measure of a fund or a portfolio's risk. A well-known observation, often attributed to ‘Murphy’s law’, is that it tends to perform poorly when investors decide to follow an investment due to its recent strong returns. Sound familiar? Information regarding minimum rolling returns could help mitigate this predicament. Investors can opt for an investment showcasing high minimum rolling returns within their preferred holding durations. In fact, merely possessing knowledge of such minimum rolling period returns can anchor investors’ expectations.

For instance, let’s consider an investor who follows a model portfolio (or even simply purchases and holds a fund like VFINX or SPY) for 10 years. Armed with knowledge of this portfolio’s minimum 10-year rolling return since its inception date or the fund’s inception (in the case of VFINX, recognizing that the minimum 10-year rolling return since 1987 could be as low as -2.24%), the investor should reasonably anticipate the potential for the portfolio to incur losses over the forthcoming 10 years.

Minimum rolling return for a period such as 10-year offers a different and often better historical risk and return metric than other popular risk and return metrics such as Sharpe ratio, standard deviation (volatility) or maximum drawdown.

See Portfolio Calculator and Rolling Returns for more detailed description.

From 05/05/2009 to 05/10/2024, the worst annualized return of 3-year rolling returns for CAPITAL INCOME BUILDER CLASS R-6 (RIRGX) is 1.73%.
From 05/05/2009 to 05/10/2024, the worst annualized return of 5-year rolling returns for CAPITAL INCOME BUILDER CLASS R-6 (RIRGX) is 2.2%.
From 05/05/2009 to 05/10/2024, the worst annualized return of 10-year rolling returns for CAPITAL INCOME BUILDER CLASS R-6 (RIRGX) is 5.82%.
From 05/05/2009 to 05/10/2024, the worst annualized return of 20-year rolling returns for CAPITAL INCOME BUILDER CLASS R-6 (RIRGX) is NA.

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