RIRFX
American Funds Capital Income Builder Class R-5
Mutual fund
$80.63+0.19 (+0.24%)Close Oct 2, 2026
May 15, 2002 – Oct 2, 2026, Dividends reinvested
- Final balance
- $57,273
- CAGR
- +7.42%
- Max drawdown
- −43.04%
- Sharpe ratio
- 0.69
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Growth of $10,000
Trailing returns (%)
Annualized from 3Y- 1M
- −3.64%
- 3M
- −1.73%
- 6M
- +4.65%
- YTD
- +6.91%
- 1Y
- +9.79%
- 3Y
- +16.39%
- 5Y
- +8.96%
- 10Y
- +7.95%
- 15Y
- +8.37%
- 20Y
- +6.58%
- Since 2002
- +7.42%
Metrics
Since 2002| Volatility | 11.30% |
|---|---|
| Sortino ratio | 0.96 |
| Calmar ratio | 0.17 |
| Best year, 2003 | +23.37% |
| Worst year, 2008 | −29.84% |
| Positive years | 19 of 23 |
| Longest drawdown | 4.8 years |
Worst drawdowns
Since 2002| Decline | Peak | Bottom | Recovered | Length |
|---|---|---|---|---|
| −43.0% | Oct 2007 | Mar 2009 | Aug 2012 | 4.8 years |
| −25.3% | Feb 2020 | Mar 2020 | Nov 2020 | 9 months |
| −17.5% | Jan 2022 | Oct 2022 | Dec 2023 | 2 years |
| −16.3% | May 2002 | Oct 2002 | Jun 2003 | 1.1 years |
| −13.0% | Jan 2018 | Dec 2018 | Jul 2019 | 1.4 years |
Annual returns
2002 from May 15 · 2026 through Oct 2