RIRAX
American Funds Capital Income Builder Class R-1
Mutual fund
$80.79+0.19 (+0.24%)Close Oct 2, 2026
Jun 7, 2002 – Oct 2, 2026, Dividends reinvested
- Final balance
- $43,665
- CAGR
- +6.25%
- Max drawdown
- −43.93%
- Sharpe ratio
- 0.59
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Growth of $10,000
Trailing returns (%)
Annualized from 3Y- 1M
- −3.72%
- 3M
- −1.98%
- 6M
- +4.10%
- YTD
- +6.07%
- 1Y
- +8.65%
- 3Y
- +15.19%
- 5Y
- +7.83%
- 10Y
- +6.83%
- 15Y
- +7.24%
- 20Y
- +5.47%
- Since 2002
- +6.25%
Metrics
Since 2002| Volatility | 11.29% |
|---|---|
| Sortino ratio | 0.82 |
| Calmar ratio | 0.14 |
| Best year, 2003 | +21.70% |
| Worst year, 2008 | −30.60% |
| Positive years | 19 of 23 |
| Longest drawdown | 5.2 years |
Worst drawdowns
Since 2002| Decline | Peak | Bottom | Recovered | Length |
|---|---|---|---|---|
| −43.9% | Oct 2007 | Mar 2009 | Jan 2013 | 5.2 years |
| −25.4% | Jan 2020 | Mar 2020 | Dec 2020 | 11 months |
| −18.1% | Jan 2022 | Oct 2022 | Mar 2024 | 2.1 years |
| −14.8% | Jun 2002 | Oct 2002 | Sep 2003 | 1.3 years |
| −13.9% | Jan 2018 | Dec 2018 | Nov 2019 | 1.8 years |
Annual returns
2002 from Jun 7 · 2026 through Oct 2