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American Funds Capital Income Bldr R5 (RIRFX)

Nasdaq - Nasdaq Delayed price. Currency in USD
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68.96+0.24 (+0.35%)
At close: 08:00PM EDT

Performance overview

Morningstar return ratingN/A1
Year-to-date return5.66%
5-year average return6.32%
Number of years up17
Number of years down4
Best 1-yr total return (4 July 2024)20.93%
Worst 1-yr total return (4 July 2024)N/A
Best 3-yr total return20.93%
Worst 3-yr total return3.62%

Trailing returns (%) vs. Benchmarks

Time periods longer than one year are annualised.
ReturnRIRFXCategory
YTD4.55%8.60%
1-month0.63%0.11%
3-month0.72%4.82%
1-year10.17%25.33%
3-year3.74%8.02%
5-year6.26%8.06%
10-year5.21%6.03%
Last bull market15.70%13.54%
Last bear market-7.98%-13.20%

Annual total return (%) history

Year
RIRFXCategory
2024
N/AN/A
2023
9.26%N/A
2022
-6.87%N/A
2021
15.35%N/A
2020
3.57%6.18%
2019
17.69%16.10%
2018
-6.80%-8.26%
2017
14.49%14.79%
2016
7.20%6.04%
2015
-2.70%-4.15%
2014
6.87%1.54%
2013
15.20%10.07%
2012
12.13%10.74%
2011
3.09%-3.99%
2010
8.96%10.58%
2009
20.93%24.37%
2008
-29.90%-28.98%
2007
10.90%11.39%
2006
22.28%16.61%
2005
5.15%6.56%
2004
17.63%15.24%
2003
21.82%25.32%
2002
N/A-2.16%

Past quarterly returns (%)

YearQ1Q2Q3Q4
20243.81%0.72%N/AN/A
20232.12%1.54%-3.67%9.39%
2022-1.76%-7.98%-7.52%11.39%
20215.04%4.64%-1.63%6.68%
2020-15.40%9.44%2.06%9.60%
20198.26%2.01%1.02%5.50%
2018-2.81%-0.09%1.65%-5.58%
20174.75%3.33%3.21%2.49%
20163.97%3.18%1.13%-1.19%
20150.70%-0.48%-5.37%2.59%
20142.02%4.98%-1.57%1.39%
20135.47%-0.26%4.11%5.18%
20125.36%0.65%4.37%1.31%
20113.32%2.28%-8.40%6.51%
20101.18%-7.14%11.92%3.62%
2009-8.45%13.24%12.45%3.74%
2008-6.89%-0.95%-11.50%-14.10%
20072.67%5.33%3.35%-0.77%
20064.93%1.74%5.89%8.16%
2005-1.61%2.35%3.05%1.32%
20042.56%-0.02%4.07%10.22%
2003-2.06%10.55%2.42%9.86%
2002-8.55%5.16%N/AN/A

Rank in category (by total return)

YTD49
1-month43
3-month44
1-year49
3-year22
5-year25

Load adjusted returns

1-year10.17%
3-year3.74%
5-year6.26%
10-year5.21%