Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| RCEEX (CAPITAL INCOME BUILDER CLASS R-2E) | 5.83% | 15.51% | 13.83% | 7.58% | 7.22% | NA | NA | … | … |
Data as of 06/08/2026, Common starting date is 09/02/2014
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| RCEEX (CAPITAL INCOME BUILDER CLASS R-2E) | 09/02/2014 | 06/08/2026 |
| Last 1 Week | 1 Yr | 3 Yr | 5 Yr | 10 Yr | 15 Yr | 20 Yr | Common | Inception | YTD | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return (%) | -1.06 | 15.51 | 13.83 | 7.58 | 7.22 | NA | NA | … | … | 5.83 | 19.79 | 9.72 | 8.44 | -7.60 | 14.45 | 2.72 | 16.81 | -7.50 | 13.67 | 6.41 | -3.33 | -1.64 |
| Sharpe Ratio | NA | 1.62 | 1.22 | 0.50 | 0.52 | NA | NA | … | … | 1.24 | 1.68 | 0.78 | 0.57 | -0.66 | 1.70 | 0.11 | 2.41 | -1.00 | 2.89 | 0.58 | -0.31 | -0.53 |
| Standard Deviation(%) | NA | 8.13 | 9.00 | 10.03 | 10.94 | NA | NA | … | … | 9.67 | 10.08 | 7.80 | 8.49 | 13.79 | 8.48 | 21.47 | 6.38 | 8.88 | 4.52 | 10.64 | 10.90 | 9.19 |
| Draw Down(%) | NA | 6.51 | 8.91 | 17.94 | 25.33 | NA | NA | … | … | 6.51 | 8.91 | 4.35 | 8.64 | 17.94 | 3.76 | 25.33 | 3.67 | 13.63 | 1.52 | 6.23 | 11.05 | 6.58 |
| Yield(%) | 0.00 | 7.47 | 5.87 | 4.34 | 4.30 | 3.10 | 2.33 | … | … | 0.50 | 8.11 | 5.53 | 3.18 | 2.64 | 3.02 | 2.93 | 4.26 | 2.94 | 4.59 | 3.23 | 3.13 | 1.39 |
Data as of 06/08/2026, Common starting date is 09/02/2014
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| RCEEX (CAPITAL INCOME BUILDER CLASS R-2E) |
-0.30%
Mar 2017 – Mar 2020 |
1.18%
Mar 2015 – Mar 2020 |
5.03%
Dec 2014 – Dec 2024 |
0.00%
NA |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| RCEEX (CAPITAL INCOME BUILDER CLASS R-2E) |
15.45%
Sep 2022 – Sep 2025 |
10.50%
Oct 2020 – Oct 2025 |
8.19%
Feb 2016 – Feb 2026 |
0.00%
NA |
Annualized Rolling Returns Comparison Chart