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 | 4.00% |
| 5y Average Return | 5.82% |
| Rank in Category (ytd) | 67 |
| % Rank in Category (ytd) | -- |
| Beta (5Y Monthly) | 0.94 |
| Morningstar Risk Rating |
Risk Statistics
| 3 Years | 5 Years | 10 Years | ||||
|---|---|---|---|---|---|---|
| RIRCX | Category Average | RIRCX | Category Average | RIRCX | Category Average | |
| Alpha | 1.62 | -0.04 | -0.03 | -0.03 | -0.83 | -0.03 |
| BETA | 0.94 | 0.01 | 0.96 | 0.01 | 0.98 | 0.01 |
| Mean Annual Return | 0.29 | 0.01 | 0.57 | 0.01 | 0.42 | 0.01 |
| R-squared | 89.64 | 0.89 | 91.36 | 0.89 | 89.39 | 0.89 |
| Standard Deviation | 12.32 | 0.13 | 12.45 | 0.11 | 10.3 | 0.1 |
| Sharpe Ratio | 0.02 | 0.01 | 0.37 | 0.01 | 0.34 | 0.01 |
| Treynor Ratio | -0.52 | 0.06 | 4.2 | 0.06 | 3.12 | 0.05 |
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