Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| RIRBX (CAPITAL INCOME BUILDER CLASS R-2) | 6.18% | 15.72% | 13.76% | 7.38% | 6.99% | 6.64% | 5.88% | … | … |
Data as of 06/09/2026, Common starting date is 06/10/2002
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| RIRBX (CAPITAL INCOME BUILDER CLASS R-2) | 06/10/2002 | 06/09/2026 |
| 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 | 2013 | 2012 | 2011 | 2010 | 2009 | 2008 | 2007 | 2006 | 2005 | 2004 | 2003 | 2002 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return (%) | -1.15 | 15.72 | 13.76 | 7.38 | 6.99 | 6.64 | 5.88 | … | … | 6.18 | 19.46 | 9.40 | 8.12 | -7.88 | 14.14 | 2.43 | 16.47 | -7.79 | 13.32 | 6.10 | -3.68 | 5.77 | 14.03 | 10.96 | 2.05 | 7.77 | 19.59 | -30.66 | 9.78 | 21.02 | 3.34 | 16.12 | 20.93 | -9.06 |
| Sharpe Ratio | NA | 1.58 | 1.18 | 0.47 | 0.49 | NA | NA | … | … | 1.21 | 1.65 | 0.74 | 0.53 | -0.68 | 1.66 | 0.10 | 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 | 0.20 | 2.41 | 3.35 | -1.53 |
| Standard Deviation(%) | NA | 8.13 | 9.00 | 10.02 | 10.94 | NA | NA | … | … | 9.67 | 10.08 | 7.80 | 8.49 | 13.78 | 8.48 | 21.47 | 6.37 | 8.90 | 4.33 | 10.64 | 10.90 | 7.75 | 7.91 | 7.69 | 14.08 | 11.85 | 14.77 | 25.15 | 11.46 | 6.52 | 5.41 | 6.28 | 6.04 | 10.86 |
| Draw Down(%) | NA | 6.54 | 8.93 | 18.13 | 25.36 | NA | NA | … | … | 6.54 | 8.93 | 4.42 | 8.71 | 18.13 | 3.77 | 25.36 | 3.70 | 13.87 | 1.56 | 6.25 | 11.18 | 5.87 | 7.41 | 5.41 | 11.61 | 10.36 | 17.18 | 39.74 | 7.72 | 6.34 | 4.16 | 5.80 | 7.14 | 14.72 |
| Yield(%) | 0.00 | 7.12 | 5.52 | 4.03 | 3.97 | 4.15 | 4.10 | … | … | 0.42 | 7.74 | 5.18 | 2.87 | 2.35 | 2.69 | 2.64 | 3.92 | 2.61 | 4.21 | 2.84 | 2.63 | 3.98 | 2.89 | 3.63 | 3.35 | 3.33 | 3.73 | 3.34 | 7.20 | 5.44 | 3.74 | 4.52 | 4.58 | 0.00 |
Data as of 06/09/2026, Common starting date is 06/10/2002
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| RIRBX (CAPITAL INCOME BUILDER CLASS R-2) |
-7.82%
Feb 2006 – Feb 2009 |
-1.17%
May 2007 – May 2012 |
2.90%
Oct 2007 – Oct 2017 |
2.54%
Sep 2007 – Sep 2022 |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| RIRBX (CAPITAL INCOME BUILDER CLASS R-2) |
16.11%
May 2004 – May 2007 |
15.26%
Oct 2002 – Oct 2007 |
8.53%
Feb 2009 – Feb 2019 |
7.41%
Feb 2009 – Feb 2024 |
Annualized Rolling Returns Comparison Chart