RCEEX
American Funds Capital Income Builder Class R-2E
Mutual fund
$80.19+0.18 (+0.22%)Close Oct 2, 2026
Aug 29, 2014 – Oct 2, 2026, Dividends reinvested
- Final balance
- $20,416
- CAGR
- +6.08%
- Max drawdown
- −25.33%
- Sharpe ratio
- 0.60
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Growth of $10,000
Trailing returns (%)
Annualized from 3Y- 1M
- −3.71%
- 3M
- −1.91%
- 6M
- +4.24%
- YTD
- +6.31%
- 1Y
- +8.96%
- 3Y
- +15.52%
- 5Y
- +8.14%
- 10Y
- +7.14%
- Since 2014
- +6.08%
Metrics
Since 2014| Volatility | 10.76% |
|---|---|
| Sortino ratio | 0.83 |
| Calmar ratio | 0.24 |
| Best year, 2025 | +19.79% |
| Worst year, 2022 | −7.60% |
| Positive years | 8 of 11 |
| Longest drawdown | 2.1 years |
Worst drawdowns
Since 2014| Decline | Peak | Bottom | Recovered | Length |
|---|---|---|---|---|
| −25.3% | Jan 2020 | Mar 2020 | Dec 2020 | 11 months |
| −17.9% | Jan 2022 | Oct 2022 | Feb 2024 | 2.1 years |
| −13.6% | Jan 2018 | Dec 2018 | Oct 2019 | 1.8 years |
| −13.3% | May 2015 | Jan 2016 | Jul 2016 | 1.2 years |
| −8.9% | Mar 2025 | Apr 2025 | May 2025 | 1 month |
Annual returns
2014 from Aug 29 · 2026 through Oct 2