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Capital Income Builder Class R-2 Shares: (MF: RIRBX)
(NASDAQ Mutual Funds) As of May 2, 2025 08:00 PM ET
$72.94 USD
+0.79 (1.10%)
Zacks MF Rank
1-Strong Buy of 5 1
Latest Performance as of Mar 31, 2025
| Total Return %* | Percentile Rank Objective | |
|---|---|---|
| YTD | 4.90 | 9 |
| 3 months | 4.90 | 9 |
| 6 months | 1.68 | 23 |
| 1 Year | 10.86 | 14 |
| 3 Year | 5.02 | 61 |
| 5 Year | 9.30 | 88 |
| 10 Year | 4.99 | 86 |
* Annual for three years and beyond.
| Bull Market (9/02 - 10/07) | 96.91 |
| Bear Market (10/07 - 2/09) | -43.62 |
| Bull Market (2/09 - 3/21) | 219.25 |
Load Adjusted Returns as of Mar 31, 2025
| 1 Year | 10.86 |
| 5 Year | 9.29 |
| 10 Year | 5.00 |
| Since Inception | 7.44 |
Quarterly Return
| 1st Qtr. | 2nd Qtr. | 3rd Qtr. | 4th Qtr. | |
|---|---|---|---|---|
| 2025 | 4.90 | NA | NA | NA |
| 2024 | 3.53 | 0.47 | 8.51 | -3.07 |
| 2023 | 1.86 | 1.27 | -3.91 | 9.08 |
| 2022 | -2.01 | -8.22 | -7.74 | 10.23 |
| 2021 | 4.74 | 4.38 | -1.88 | 5.47 |
| 2020 | -15.62 | 9.15 | 1.79 | 9.31 |
Annual Return
| 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | |
|---|---|---|---|---|---|---|---|---|---|---|---|
| % Total Return | 4.90 | 9.41 | 8.12 | -8.55 | 13.14 | 2.48 | 16.46 | -7.77 | 13.30 | 6.08 | -3.72 |
| % Total Return Rel to Index | 9.17 | -15.61 | -18.11 | 9.64 | -15.53 | -15.91 | -15.02 | -3.38 | -8.48 | -5.84 | -5.11 |
| % Total Return Rel to Peer | 2.78 | -2.23 | -1.25 | -1.58 | -7.85 | -2.67 | -5.52 | -0.75 | -0.80 | -5.27 | -0.23 |
| % Perf Quintile vs Peer* | 0.00 | 0.00 | 3.00 | 4.00 | 5.00 | 4.00 | 5.00 | 4.00 | 3.00 | 5.00 | 4.00 |
| % Dividends | 0.32 | 1.77 | 1.73 | 1.17 | 1.07 | 1.67 | 1.60 | 1.64 | 1.64 | 1.57 | 1.54 |
| % Yield | 0.42 | 2.36 | 2.46 | 1.75 | 1.44 | 2.50 | 2.36 | 2.75 | 2.44 | 2.56 | 2.60 |
| Capital Gains ($) | 0.00 | 1.65 | 0.07 | 0.00 | 0.00 | 0.00 | 0.59 | 0.00 | 0.79 | 0.00 | 0.00 |
| Expense Ratio | 0.00 | 1.36 | 1.37 | 1.35 | 1.36 | 1.38 | 1.38 | 1.39 | 1.39 | 1.40 | 1.35 |
* 1 = Top 20%, 5 = Bottom 20%