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Capital Income Builder Class R-5 Shares: (MF: RIRFX)

(NASDAQ Mutual Funds) As of Apr 2, 2026 05:31 PM ET

$78.05 USD

+0.06 (0.08%)

Zacks MF Rank

This is our Mutual Fund rating system that serves as a timeliness indicator for Mutual Fund's over the next 6 months:

Zacks Rank Definition
1 Strong Buy
2 Buy
3 Hold
4 Sell
5 Strong Sell

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1-Strong Buy of 5 1        

View All Zacks Mutual Fund Rank #1's

Latest Performance as of Feb 28, 2026

Total Return %* Percentile Rank Objective
YTD 6.87 49
3 months 7.28 50
6 months 11.93 23
1 Year 22.07 4
3 Year 15.69 24
5 Year 10.16 52
10 Year 8.84 73

* Annual for three years and beyond.

Bull Market (9/02 - 10/07) 101.57
Bear Market (10/07 - 2/09) -43.52
Bull Market (2/09 - 3/21) 356.55

Load Adjusted Returns as of Feb 28, 2026

1 Year 20.69
5 Year 9.03
10 Year 7.94
Since Inception 8.62

Quarterly Return

1st Qtr. 2nd Qtr. 3rd Qtr. 4th Qtr.
2025 5.16 6.79 4.18 3.14
2024 3.81 0.71 8.79 -2.80
2023 2.11 1.54 -3.66 9.38
2022 -1.75 -7.98 -7.51 10.55
2021 5.03 4.64 -1.62 5.75

Annual Return

20262025202420232022202120202019201820172016
% Total Return 6.8720.6910.559.26-7.5714.343.5617.69-6.8014.487.19
% Total Return Rel to Index 1.782.47-14.46-16.9810.63-14.34-14.83-13.79-2.40-7.31-4.74
% Total Return Rel to Peer -0.247.23-1.08-0.11-0.59-6.66-1.59-4.290.220.37-4.17
% Perf Quintile vs Peer* 3.001.000.003.003.005.004.004.003.003.005.00
% Dividends 0.002.532.502.401.861.792.302.252.282.292.17
% Yield 0.003.083.473.552.892.503.573.453.973.533.69
Capital Gains ($) 0.003.601.650.070.000.000.000.590.000.790.00
Expense Ratio 0.000.310.310.320.300.310.320.330.340.340.37

* 1 = Top 20%, 5 = Bottom 20%