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Capital Income Builder Class R-3 Shares: (MF: RIRCX)
(NASDAQ Mutual Funds) As of May 27, 2025 08:00 PM ET
$74.62 USD
+0.68 (0.92%)
Zacks MF Rank
1-Strong Buy of 5 1
Latest Performance as of Apr 30, 2025
| Total Return %* | Percentile Rank Objective | |
|---|---|---|
| YTD | 5.36 | 5 |
| 3 months | 2.37 | 5 |
| 6 months | 4.13 | 8 |
| 1 Year | 15.03 | 4 |
| 3 Year | 7.08 | 37 |
| 5 Year | 8.68 | 85 |
| 10 Year | 5.21 | 83 |
* Annual for three years and beyond.
| Bull Market (9/02 - 10/07) | 98.70 |
| Bear Market (10/07 - 2/09) | -43.58 |
| Bull Market (2/09 - 3/21) | 242.58 |
Load Adjusted Returns as of Apr 30, 2025
| 1 Year | 11.34 |
| 5 Year | 9.78 |
| 10 Year | 5.46 |
| Since Inception | 7.84 |
Quarterly Return
| 1st Qtr. | 2nd Qtr. | 3rd Qtr. | 4th Qtr. | |
|---|---|---|---|---|
| 2025 | 5.01 | NA | NA | NA |
| 2024 | 3.64 | 0.58 | 8.63 | -2.96 |
| 2023 | 1.95 | 1.38 | -3.80 | 9.22 |
| 2022 | -1.89 | -8.12 | -7.65 | 10.38 |
| 2021 | 4.86 | 4.50 | -1.79 | 5.59 |
| 2020 | -15.54 | 9.27 | 1.92 | 9.43 |
Annual Return
| 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | |
|---|---|---|---|---|---|---|---|---|---|---|---|
| % Total Return | 5.36 | 9.89 | 8.61 | -8.12 | 13.63 | 2.94 | 16.98 | -7.36 | 13.81 | 6.54 | -3.31 |
| % Total Return Rel to Index | 10.27 | -15.13 | -17.62 | 10.08 | -15.04 | -15.45 | -14.50 | -2.97 | -7.98 | -5.39 | -4.70 |
| % Total Return Rel to Peer | 5.59 | -1.75 | -0.76 | -1.15 | -7.36 | -2.21 | -5.00 | -0.34 | -0.29 | -4.81 | 0.17 |
| % Perf Quintile vs Peer* | 0.00 | 0.00 | 3.00 | 4.00 | 5.00 | 4.00 | 5.00 | 3.00 | 3.00 | 5.00 | 4.00 |
| % Dividends | 0.40 | 2.08 | 2.01 | 1.46 | 1.38 | 1.93 | 1.87 | 1.91 | 1.92 | 1.82 | 1.78 |
| % Yield | 0.53 | 2.78 | 2.90 | 2.19 | 1.85 | 2.90 | 2.76 | 3.20 | 2.85 | 2.98 | 3.01 |
| Capital Gains ($) | 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 | 0.91 | 0.92 | 0.91 | 0.92 | 0.93 | 0.94 | 0.94 | 0.94 | 0.96 | 0.94 |
* 1 = Top 20%, 5 = Bottom 20%