Capital Income Builder Cl R-6: (MF: RIRGX)
(NASDAQ Mutual Funds) As of Oct 24, 2025 05:19 PM ET
$79.82 USD
+0.27 (0.34%)
Latest Performance as of Sep 30, 2025
| Total Return %* | Percentile Rank Objective | |
|---|---|---|
| YTD | 17.06 | 1 |
| 3 months | 4.21 | 49 |
| 6 months | 11.29 | 18 |
| 1 Year | 13.79 | 2 |
| 3 Year | 16.10 | 29 |
| 5 Year | 10.41 | 65 |
| 10 Year | 7.93 | 73 |
* Annual for three years and beyond.
| Bull Market (9/02 - 10/07) | NA |
| Bear Market (10/07 - 2/09) | NA |
| Bull Market (2/09 - 3/21) | NA |
Load Adjusted Returns as of Sep 30, 2025
| 1 Year | 13.79 |
| 5 Year | 10.41 |
| 10 Year | 7.94 |
| Since Inception | 8.30 |
Quarterly Return
| 1st Qtr. | 2nd Qtr. | 3rd Qtr. | 4th Qtr. | |
|---|---|---|---|---|
| 2025 | 5.18 | 6.79 | 4.21 | NA |
| 2024 | 3.82 | 0.72 | 8.81 | -2.79 |
| 2023 | 2.13 | 1.55 | -3.64 | 9.38 |
| 2022 | -1.74 | -7.95 | -7.51 | 10.55 |
| 2021 | 5.05 | 4.65 | -1.61 | 5.75 |
| 2020 | -15.40 | 9.45 | 2.09 | 9.59 |
Annual Return
| 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | |
|---|---|---|---|---|---|---|---|---|---|---|---|
| % Total Return | 17.06 | 10.61 | 9.31 | -7.53 | 14.38 | 3.60 | 17.75 | -6.73 | 14.55 | 7.22 | -2.67 |
| % Total Return Rel to Index | 2.22 | -14.40 | -16.92 | 10.67 | -14.29 | -14.79 | -13.73 | -2.34 | -7.24 | -4.71 | -4.06 |
| % Total Return Rel to Peer | 6.05 | -1.03 | -0.06 | -0.55 | -6.61 | -1.55 | -4.23 | 0.28 | 0.43 | -4.14 | 0.81 |
| % Perf Quintile vs Peer* | 0.00 | 0.00 | 3.00 | 3.00 | 5.00 | 3.00 | 4.00 | 3.00 | 3.00 | 5.00 | 3.00 |
| % Dividends | 1.56 | 2.53 | 2.43 | 1.89 | 1.82 | 2.32 | 2.27 | 2.31 | 2.32 | 2.20 | 2.17 |
| % Yield | 1.87 | 3.39 | 3.57 | 2.83 | 2.44 | 3.48 | 3.36 | 3.88 | 3.44 | 3.60 | 3.66 |
| Capital Gains ($) | 0.00 | 1.65 | 0.07 | 0.00 | 0.00 | 0.00 | 0.59 | 0.00 | 0.79 | 0.00 | 0.00 |
| Expense Ratio | 0.27 | 0.27 | 0.27 | 0.26 | 0.27 | 0.27 | 0.28 | 0.29 | 0.30 | 0.30 | 0.30 |
* 1 = Top 20%, 5 = Bottom 20%
