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American Funds Capital Income Bldr R4 (RIREX)

Nasdaq - Nasdaq Delayed price. Currency in USD
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68.22+0.04 (+0.06%)
At close: 08:00PM EDT

Performance overview

Morningstar return ratingN/A1
Year-to-date return4.41%
5-year average return5.94%
Number of years up17
Number of years down4
Best 1-yr total return (27 June 2024)20.59%
Worst 1-yr total return (27 June 2024)N/A
Best 3-yr total return20.59%
Worst 3-yr total return3.30%

Trailing returns (%) vs. Benchmarks

Time periods longer than one year are annualised.
ReturnRIREXCategory
YTD3.78%8.60%
1-month2.99%0.11%
3-month2.91%4.82%
1-year12.79%25.33%
3-year3.10%8.02%
5-year6.62%8.06%
10-year4.93%6.03%
Last bull market15.55%13.54%
Last bear market-8.04%-13.20%

Annual total return (%) history

Year
RIREXCategory
2024
N/AN/A
2023
8.94%N/A
2022
-7.16%N/A
2021
14.99%N/A
2020
3.26%6.18%
2019
17.33%16.10%
2018
-7.08%-8.26%
2017
14.15%14.79%
2016
6.87%6.04%
2015
-2.98%-4.15%
2014
6.56%1.54%
2013
14.86%10.07%
2012
11.78%10.74%
2011
2.79%-3.99%
2010
8.61%10.58%
2009
20.59%24.37%
2008
-30.10%-28.98%
2007
10.58%11.39%
2006
21.93%16.61%
2005
4.83%6.56%
2004
17.25%15.24%
2003
21.45%25.32%
2002
N/A-2.16%

Past quarterly returns (%)

YearQ1Q2Q3Q4
20243.73%N/AN/AN/A
20232.06%1.46%-3.74%9.29%
2022-1.84%-8.04%-7.59%11.29%
20214.95%4.58%-1.72%6.60%
2020-15.47%9.36%1.98%9.52%
20198.19%1.92%0.94%5.42%
2018-2.88%-0.17%1.58%-5.64%
20174.65%3.26%3.15%2.40%
20163.88%3.10%1.08%-1.28%
20150.63%-0.55%-5.44%2.54%
20141.94%4.91%-1.65%1.31%
20135.39%-0.32%4.04%5.08%
20125.29%0.58%4.27%1.23%
20113.24%2.21%-8.47%6.43%
20101.08%-7.19%11.81%3.54%
2009-8.53%13.18%12.35%3.68%
2008-6.96%-1.02%-11.57%-14.17%
20072.60%5.25%3.27%-0.85%
20064.86%1.66%5.82%8.09%
2005-1.68%2.27%2.97%1.25%
20042.48%-0.10%3.98%10.15%
2003-2.13%10.46%2.34%9.78%
2002-8.61%5.08%N/AN/A

Rank in category (by total return)

YTD64
1-month64
3-month61
1-year60
3-year26
5-year35

Load adjusted returns

1-year12.79%
3-year3.10%
5-year6.62%
10-year4.93%