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Capital Income Builder Class R-4 Shares: (MF: RIREX)
(NASDAQ Mutual Funds) As of May 30, 2025 08:00 PM ET
$74.62 USD
+0.15 (0.20%)
Zacks MF Rank
1-Strong Buy of 5 1
Latest Performance as of Apr 30, 2025
| Total Return %* | Percentile Rank Objective | |
|---|---|---|
| YTD | 5.47 | 3 |
| 3 months | 2.45 | 4 |
| 6 months | 4.27 | 6 |
| 1 Year | 15.37 | 3 |
| 3 Year | 7.41 | 31 |
| 5 Year | 9.01 | 82 |
| 10 Year | 5.53 | 80 |
* Annual for three years and beyond.
| Bull Market (9/02 - 10/07) | 100.19 |
| Bear Market (10/07 - 2/09) | -43.55 |
| Bull Market (2/09 - 3/21) | 259.68 |
Load Adjusted Returns as of Apr 30, 2025
| 1 Year | 11.68 |
| 5 Year | 10.11 |
| 10 Year | 5.78 |
| Since Inception | 8.14 |
Quarterly Return
| 1st Qtr. | 2nd Qtr. | 3rd Qtr. | 4th Qtr. | |
|---|---|---|---|---|
| 2025 | 5.10 | NA | NA | NA |
| 2024 | 3.73 | 0.65 | 8.70 | -2.88 |
| 2023 | 2.05 | 1.46 | -3.74 | 9.29 |
| 2022 | -1.83 | -8.04 | -7.58 | 10.45 |
| 2021 | 4.94 | 4.58 | -1.71 | 5.67 |
| 2020 | -15.46 | 9.36 | 1.98 | 9.52 |
Annual Return
| 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | |
|---|---|---|---|---|---|---|---|---|---|---|---|
| % Total Return | 5.47 | 10.22 | 8.93 | -7.86 | 13.98 | 3.25 | 17.33 | -7.07 | 14.13 | 6.86 | -3.01 |
| % Total Return Rel to Index | 10.38 | -14.79 | -17.31 | 10.34 | -14.69 | -15.14 | -14.15 | -2.68 | -7.65 | -5.07 | -4.40 |
| % Total Return Rel to Peer | 5.70 | -1.42 | -0.44 | -0.89 | -7.01 | -1.90 | -4.65 | -0.05 | 0.02 | -4.50 | 0.47 |
| % Perf Quintile vs Peer* | 0.00 | 0.00 | 3.00 | 4.00 | 5.00 | 4.00 | 5.00 | 3.00 | 3.00 | 5.00 | 3.00 |
| % Dividends | 0.45 | 2.29 | 2.21 | 1.66 | 1.58 | 2.12 | 2.05 | 2.10 | 2.10 | 2.01 | 1.96 |
| % Yield | 0.59 | 3.06 | 3.20 | 2.48 | 2.13 | 3.17 | 3.03 | 3.52 | 3.12 | 3.28 | 3.32 |
| Capital Gains ($) | 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 | 0.62 | 0.62 | 0.61 | 0.62 | 0.62 | 0.64 | 0.64 | 0.64 | 0.65 | 0.64 |
* 1 = Top 20%, 5 = Bottom 20%