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American Funds Capital Income Bldr R5E (RIRHX)

Nasdaq - Nasdaq Delayed price. Currency in USD
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68.10+0.04 (+0.06%)
At close: 08:00PM EDT

Performance overview

Morningstar return ratingN/A1
Year-to-date return4.49%
5-year average return6.15%
Number of years up6
Number of years down2
Best 1-yr total return (27 Jun 2024)17.59%
Worst 1-yr total return (27 Jun 2024)N/A
Best 3-yr total return17.59%
Worst 3-yr total return3.51%

Trailing returns (%) vs. Benchmarks

Time periods longer than one year are annualised.
ReturnRIRHXCategory
YTD3.85%8.60%
1-month3.01%0.11%
3-month2.95%4.82%
1-year13.00%25.33%
3-year3.30%8.02%
5-year6.83%8.06%
10-year5.11%6.03%
Last bull market15.66%13.54%
Last bear market-8.01%-13.20%

Annual total return (%) history

Year
RIRHXCategory
2024
N/AN/A
2023
9.15%N/A
2022
-6.97%N/A
2021
15.23%N/A
2020
3.45%6.18%
2019
17.59%16.10%
2018
-6.90%-8.26%
2017
14.41%14.79%
2016
7.00%6.04%

Past quarterly returns (%)

YearQ1Q2Q3Q4
20243.78%N/AN/AN/A
20232.09%1.50%-3.67%9.34%
2022-1.79%-8.01%-7.54%11.37%
20215.00%4.62%-1.66%6.65%
2020-15.43%9.41%2.04%9.57%
20198.25%1.97%0.99%5.48%
2018-2.83%-0.11%1.63%-5.61%
20174.72%3.30%3.22%2.46%
20163.90%3.14%1.11%-1.24%

Rank in category (by total return)

YTD64
1-month63
3-month60
1-year59
3-year25
5-year32

Load adjusted returns

1-year13.00%
3-year3.30%
5-year6.83%
10-year5.11%