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RIRBX: CAPITAL INCOME BUILDER CLASS R-2 (MUTUAL FUND)
Basic Info 81.16 1.02(1.24%) June 05
| Asset Class: | World Allocation |
| MyPlanIQ Rating: | (56%) |
| Start Date: | 06/10/2002 |
| Last Dividend Date: | 03/16/2026 |
| 12-Mo. Yield | 7.17% |
| Expenses | 0.26% |
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Performance Analytics (As of 06/05/2026)
| Last 1 Week* | YTD*(2026) | 1 Yr | 3 Yr | 5 Yr | 10 Yr | 15 Yr | 20 Yr | Inception** | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | 2013 | 2012 | 2011 | 2010 | 2009 | 2008 | 2007 | 2006 | 2005 | 2004 | 2003 | 2002 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return(%) | -1.3 | 5.8 | 15.5 | 13.9 | 7.3 | 7.0 | 6.6 | 5.8 | 6.3 | 19.5 | 9.4 | 8.1 | -7.9 | 14.1 | 2.4 | 16.5 | -7.8 | 13.3 | 6.1 | -3.7 | 5.8 | 14.0 | 11.0 | 2.1 | 7.8 | 19.6 | -30.7 | 9.8 | 21.0 | 3.3 | 16.1 | 20.9 | -9.1 |
| Sharpe Ratio | NA | 1.21 | 1.58 | 1.18 | 0.47 | 0.49 | NA | NA | 0.45 | 1.65 | 0.74 | 0.53 | -0.68 | 1.66 | 0.1 | 2.35 | -1.03 | 2.94 | 0.55 | -0.34 | 0.74 | 1.77 | 1.43 | 0.14 | 0.65 | 1.32 | -1.25 | 0.58 | 2.71 | 0.2 | 2.41 | 3.35 | -1.53 |
| Draw Down(%) | NA | 6.5 | 6.5 | 8.9 | 18.1 | 25.4 | NA | NA | 44.0 | 8.9 | 4.4 | 8.7 | 18.1 | 3.8 | 25.4 | 3.7 | 13.9 | 1.6 | 6.2 | 11.2 | 5.9 | 7.4 | 5.4 | 11.6 | 10.4 | 17.2 | 39.7 | 7.7 | 6.3 | 4.2 | 5.8 | 7.1 | 14.7 |
| Standard Deviation(%) | NA | 9.7 | 8.1 | 9.0 | 10.0 | 10.9 | NA | NA | 11.4 | 10.1 | 7.8 | 8.5 | 13.8 | 8.5 | 21.5 | 6.4 | 8.9 | 4.3 | 10.6 | 10.9 | 7.7 | 7.9 | 7.7 | 14.1 | 11.8 | 14.8 | 25.2 | 11.5 | 6.5 | 5.4 | 6.3 | 6.0 | 10.9 |
| Treynor Ratio | NA | 0.17 | 0.18 | 0.14 | 0.06 | 0.06 | NA | NA | 0.05 | 0.2 | 0.1 | 0.05 | -0.11 | 0.18 | 0.02 | 0.2 | -0.11 | 0.14 | 0.05 | -0.03 | 0.05 | 0.15 | 0.13 | 0.02 | 0.07 | 0.19 | -0.26 | 0.05 | 0.23 | 0.02 | 0.22 | 0.36 | -0.29 |
| Alpha | NA | 0.01 | 0.01 | 0.01 | 0.01 | 0.0 | NA | NA | 0.0 | 0.01 | 0.01 | -0.01 | 0.03 | 0.03 | -0.07 | 0.01 | -0.01 | 0.0 | 0.01 | -0.01 | 0.01 | 0.0 | 0.01 | 0.02 | -0.01 | -0.01 | -0.03 | -0.04 | 0.03 | -0.02 | 0.02 | 0.0 | -0.03 |
| Beta | NA | 0.7 | 0.71 | 0.73 | 0.8 | 0.9 | NA | NA | 0.95 | 0.84 | 0.57 | 0.89 | 0.87 | 0.79 | 1.1 | 0.75 | 0.86 | 0.93 | 1.17 | 1.27 | 1.07 | 0.95 | 0.85 | 0.91 | 1.05 | 1.02 | 1.19 | 1.33 | 0.77 | 0.67 | 0.69 | 0.57 | 0.58 |
| RSquared | NA | 0.79 | 0.74 | 0.71 | 0.76 | 0.79 | NA | NA | 0.82 | 0.79 | 0.55 | 0.75 | 0.88 | 0.7 | 0.92 | 0.47 | 0.67 | 0.7 | 0.87 | 0.9 | 0.86 | 0.81 | 0.86 | 0.9 | 0.93 | 0.92 | 0.93 | 0.88 | 0.76 | 0.57 | 0.68 | 0.72 | 0.79 |
| Yield(%) | N/A | 0.4 | N/A | N/A | N/A | N/A | N/A | N/A | N/A | 7.7 | 5.2 | 2.9 | 2.4 | 2.7 | 2.6 | 3.9 | 2.6 | 4.2 | 2.8 | 2.6 | 4.0 | 2.9 | 3.6 | 3.4 | 3.3 | 3.7 | 3.3 | 7.2 | 5.4 | 3.7 | 4.5 | 4.6 | 0.0 |
| Dividend Growth(%) | N/A | -93.9 | N/A | N/A | N/A | N/A | N/A | N/A | N/A | 55.7 | 89.8 | 9.4 | -2.0 | 0.6 | -23.9 | 33.8 | -32.5 | 55.2 | 0.6 | -32.3 | 49.5 | -14.0 | 6.9 | 4.1 | 2.8 | -24.7 | -52.8 | 51.5 | 46.9 | -8.7 | 14.0 | N/A | N/A |
*: NOT annualized;YTD: Year to Date
**Inception: starting from 05/31/2002
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