Nasdaq - Delayed Quote • USD
American Funds Capital Income Bldr R3 (RIRCX)
At close: 8:00 PM EDT
Fund Summary
The fund normally will invest at least 90% of its assets in income-producing securities (with at least 50% of its assets in common stocks and other equity securities). It invests primarily in a broad range of income-producing securities, including common stocks and bonds. In seeking to provide the investors with a level of current income that exceeds the average yield on U.S. stocks, the fund generally looks to the average yield on stocks of companies listed on the S&P 500 Index.
Risk Overview
| Morningstar Risk Rating | |
| Best 1Y Total Return | 20.19% |
| Worst 1Y Total Return | -- |
| Number of Years Up | 17 |
| Number of Years Down | 4 |
Performance & Risk
| YTD Return | 1.24% |
| 5y Average Return | 5.13% |
| Rank in Category (ytd) | 60 |
| % Rank in Category (ytd) | -- |
| Beta (5Y Monthly) | 0.93 |
| Morningstar Risk Rating |
Risk Statistics
| 3 Years | 5 Years | 10 Years | ||||
|---|---|---|---|---|---|---|
| RIRCX | Category Average | RIRCX | Category Average | RIRCX | Category Average | |
| Alpha | 1.74 | -0.04 | -0.31 | -0.03 | -0.71 | -0.03 |
| BETA | 0.93 | 0.01 | 0.96 | 0.01 | 0.98 | 0.01 |
| Mean Annual Return | 0.42 | 0.01 | 0.54 | 0.01 | 0.45 | 0.01 |
| R-squared | 89.35 | 0.89 | 91.29 | 0.89 | 89.03 | 0.89 |
| Standard Deviation | 12.2 | 0.13 | 12.43 | 0.11 | 10.23 | 0.1 |
| Sharpe Ratio | 0.18 | 0.01 | 0.35 | 0.01 | 0.39 | 0.01 |
| Treynor Ratio | 1.58 | 0.06 | 3.88 | 0.06 | 3.62 | 0.05 |
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