Nasdaq
USD
American Funds Capital Inc Bldr R-6 (RIRGX)
83.45
-0.06
(-0.07%)
At close: 8:07:31 AM EST
Performance Overview
| Morningstar Return Rating | -- |
| YTD Return | 10.76% |
|---|---|
| 5y Average Return | 9.21% |
| Number of Years Up | 13 |
| Number of Years Down | 3 |
| Best 1Y Total Return (Oct 30, 2026) | 20.74% |
| Worst 1Y Total Return (Oct 30, 2026) | -- |
| Best 3Y Total Return | 20.74% |
| Worst 3Y Total Return | 3.66% |
Trailing Returns (%) Vs. Benchmarks
Monthly Total Returns
RIRGX
Category
- YTD
- 7.23%
- 0.00%
- 1-Month
- -3.65%
- 0.00%
- 3-Month
- -0.73%
- 0.00%
- 1-Year
- 10.60%
- 0.00%
- 3-Year
- 16.14%
- 0.00%
- 5-Year
- 9.25%
- 0.00%
- 10-Year
- 8.04%
- 0.00%
- Last Bull Market
- 22.25%
- 0.00%
- Last Bear Market
- -7.96%
- 0.00%
Annual Total Return (%) History
Year
RIRGX
Category
Past Quarterly Returns
| Year | Q1 | Q2 | Q3 | Q4 |
|---|---|---|---|---|
|
2026
|
1.73% | 6.18% | -0.73% | -- |
|
2025
|
5.18% | 6.80% | 4.21% | 3.14% |
|
2024
|
3.82% | 0.73% | 8.81% | -2.80% |
|
2023
|
2.13% | 1.55% | -3.64% | 9.39% |
|
2022
|
-1.74% | -7.96% | -7.51% | 11.39% |
|
2021
|
5.05% | 4.65% | -1.62% | 6.68% |
|
2020
|
-15.40% | 9.46% | 2.09% | 9.60% |
|
2019
|
8.28% | 2.00% | 1.03% | 5.53% |
|
2018
|
-2.80% | -0.07% | 1.65% | -5.55% |
|
2017
|
4.76% | 3.34% | 3.24% | 2.49% |
Rank in Category (By Total Return)
| YTD | 76 |
| 1-Month | 81 |
|---|---|
| 3-Month | 47 |
| 1-Year | 63 |
| 3-Year | 54 |
| 5-Year | 12 |
Load Adjusted Returns
| 1-Year | 10.60% |
| 3-Year | 16.14% |
|---|---|
| 5-Year | 9.25% |
| 10-Year | 8.04% |
Performance & Risk
| YTD Return | 10.76% |
| 5y Average Return | 9.21% |
| Rank in Category (ytd) | 76 |
| % Rank in Category (ytd) | -- |
| Beta (5Y Monthly) | 0.86 |
| Morningstar Risk Rating |
Fund Overview
| Category | -- |
| Fund Family | Capital Group |
| Net Assets | 125.3B |
| YTD Return | 7.23% |
| Yield | 3.11% |
| Morningstar Rating | |
| Inception Date | Oct 30, 2020 |
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.
